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& insights

As our client, we’ll keep you informed of important trends and how they impact our investment decisions.

Market insights, July 2026

Despite rising oil prices, AI-trade tremors, yet more US trade tariffs, and renewed conflict in Iran, financial markets were resilient in July. Is this disruption the 'new normal'?

The $80,000 car and the $6 mushrooms

What kind of relationship do you actually want with money? For female wealth holders, in particular, here’s why it’s an important question to explore as early as possible.

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Market insights, July 2026

Despite rising oil prices, AI-trade tremors, yet more US trade tariffs, and renewed conflict in Iran, financial markets were resilient in July. Is this disruption the 'new normal'?

The $80,000 car and the $6 mushrooms

What kind of relationship do you actually want with money? For female wealth holders, in particular, here’s why it’s an important question to explore as early as possible.

Market insights, June 2026

A ceasefire in the Middle East, falling oil prices, sweltering European temperatures, tech stock tremors, and central bank caution, all kept investors on their toes in June.

Welcoming Octagon and Summer to our firm

We’re pleased to announce an exciting new chapter for our business as we look to provide more New Zealanders with high-quality investment solutions that can make a positive, long-term difference.

Mid-Year Outlook 2026

Here’s a summary of the key talking points from our investor call, hosted by Brigette Arnold Manaia and David Kandziora, in collaboration with Bevan Graham from our sister firm, Salt.

Market insights, May 2026

In May, high oil prices and a sell-off in global bond markets overlapped with defiant global equity markets and an OCR rate pause at home. What does the road ahead look like for investors? Read our latest perspectives here.