Quarterly report featuring world captial market performance and a timeline of events.
Bonds, and their role in a diversified portfolio
Quarterly Market Review - Second Quarter 2026
Your Guide to Retirement Planning
Retirement planning is not simply about stopping work. It is about having the confidence that your financial affairs are well managed so you can focus on the things that matter most to you, whether that is travelling, spending more time with family, pursuing hobbies, helping your children or grandchildren, or simply enjoying the freedom to choose how you spend your time.
Your Guide to Managing Your KiwiSaver
Cutting through the noise with Investment Fundamentals
Quarterly Market Review - First Quarter 2026
Quarterly Market Review - Fourth Quarter 2025
Quarterly Market Review - Third Quarter 2025
Quarterly Market Review - Second Quarter 2025
Quarterly Market Review - First Quarter 2025
Quarterly Market Review - Fourth Quarter 2024
Quarterly Market Review - Third Quarter 2024
Both bonds and equities have suffered further losses as interest rates have continued to climb
A rally in both equity and bonds in July and the first half of August did not last
Both equities and bonds have rallied in recent weeks
Investment markets continued to struggle year to date
Year-to-date outcomes continue to look poor across many asset classes as markets have responded to unexpectedly high inflation; central banks’ monetary policy tightening response to it; ongoing pandemic-related production disruptions including staff away ill and China’s lockdowns; and the manifold impacts of Russia’s invasion of Ukraine, which have included trade sanctions, spikes in commodity and energy prices, and heightened investor risk aversion.
Investment markets continue to face difficult conditions
Investment markets have continued to struggle
Investment markets have continued to struggle. Year to date, global and domestic bonds, and global and domestic equities, have all gone backward. Returns from cash in the bank are slowly improving, global listed infrastructure has been a rare example of capital preservation. And investors have suffered portfolio losses.
