Latest ideas
& insights
As our client, we’ll keep you informed of important trends and how they impact our investment decisions.
- Investing
Market insights, March 2026
The folly and fallout of war hit financial markets hard in March, with inflation risk now a key investor concern.
Read our latest views here.
- Investing
Market insights, February 2026
AI’s potential to harm entire industries, in parallel with eye-watering levels of debt being amassed by hyper-scalers, stalked markets last month. As did US trade tariffs and the huge attack on Iran. Here’s what we made of it all.
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- Investing
Market insights, March 2026
The folly and fallout of war hit financial markets hard in March, with inflation risk now a key investor concern.
Read our latest views here.
- Investing
Market insights, February 2026
AI’s potential to harm entire industries, in parallel with eye-watering levels of debt being amassed by hyper-scalers, stalked markets last month. As did US trade tariffs and the huge attack on Iran. Here’s what we made of it all.
- Investing
Market insights, January 2026
From leadership change in Venezuela, to sabre rattling over Greenland, US policies have contributed to a hectic start to the year. How have markets and assets reacted?
- Investing
Can I transfer my UK pension to NZ
Two of our Advisers, Brigette Arnold Manaia and Brittany Jackson, offer some useful financial planning context for Kiwis and Brits with UK pensions.
- Investing
The narrow path to the new normal
OUTLOOK 2026 – GLOBAL MACRO: How might the US, Chinese, and European economies fare in 2026? Could this be the year that AI delivers on investor expectations? And where next for global inflationary pressures?
- Investing
New Zealand Starting to Fire
OUTLOOK 2026 - NZ MACRO: In election year, and off the back of two-consecutive OCR cuts, Bevan Graham ponders the prospects for NZ’s re-energised economy.