Insights Quarterly _
Market and economic commentary for New Zealand investors
Since 2018, we’ve published Insights Quarterly at the end of each quarter, providing clear, evidence-based analysis of global and local markets. Each edition offers a concise review of economic conditions, investment trends, and key developments shaping the financial landscape in New Zealand and abroad.
Alongside our market commentary, each edition features a Q&A with a member of our wider professional network or team. These conversations are designed to help you get to know the people behind our services — not just their professional expertise. Whether you’re reviewing your portfolio, planning for retirement, or looking to understand the bigger picture, Insights Quarterly is designed to keep you informed and confident in your decisions.
2026
Insights Winter 2026
Economic & Market Commentary
June 2026ESG Investing Over Recent Years
How the Markets Fared
Q&A with Andrea Flores
Insights Autumn 2026
Economic & Market Commentary
March 2026The role of Global Bonds in a Portfolio
How the Markets Fared
Q&A with Henry Ford
Insights Summer 2026
Economic & Market Commentary
December 2025Global Equity Factor investing
How the Markets Fared
Q&A with Joanna Lee
2025
Insights Spring 2025
Economic & Market Commentary September 2025
Global Equities
How the Markets Fared
Q&A with Adam Thompson
Insights Winter 2025
Economic & Market Commentary June 2025
New Zealand Equities
How the Markets Fared
Q&A with Richard Knight
Insights Autumn 2025
Economic and Market Commentary March 2025
Tariffs and implications for portfolios
How the Markets Fared
Q&A with Vincent Wong
Insights Summer 2025
Economic and Market Commentary December 2024
A look at the Long-Term Data
How the Markets Fared
Q&A with Kio Rawiri-McDonald
2024
Insights Spring 2024
Economic & Market Commentary September 2024
Geo-Political Risk and Returns
How the Markets Fared
Q&A with Julie Orchard
Insights Winter 2024
Economic & Market Commentary June 2024
Investing for Impact
How the Markets Fared
Q&A with Will Sargent
Insights Autumn 2024
Economic & Market Commentary March 2024
Benchmarking Perfomances
How the Markets Fared
Q&A with Chris Tran
Insights Summer 2024
Economic & Market Commentary December 2023
The Great Re-Set
How the Markets Fared
Q&A with Jocelyn Weatherall
2023
Insights Spring 2023
Economic & Market Commentary September 2023
Diversification & correlations
How the Markets Fared
Q&A with Herna Maddock
Insights Winter 2023
Economic & Market Commentary June 2023
How the Markets Fared
The Quality Factor
Q&A with Patrick Fogarty
Insights Autumn 2023
Economic & Market Commentary March 2023
How the Markets Fared
Q&A with Joy Marslin
The Benefits of Bonds
Insights Summer 2023
Economic & Market Commentary December 2022
How the Markets Fared
Q&A with Noah Schiltknecht
Listed Real Estate & Your Portfolio
2022
Insights Spring 2022
Economic & Market Commentary September 2022
How the Markets Fared
Q&A with Craig Offwood
The Case for Small Caps
Insights Winter 2022
Economic & Market Commentary July 2022
How the Markets Fared
Q&A with Aaron Drew
The Value Factor
Insights Autumn 2022
Economic & Market Commentary April 2022
How the Markets Fared
Q&A with Chris Douglas – Principal of MyFiduciary
Insights Summer 2022
Economic & Market Commentary January 2022
How the Markets FaredSpecial Feature – Out of the Shadows, Inflation makes it presence felt
Rediscovering our Backyard – Biking the Otago Rails
2021
Insights Spring 2021
Economic & Market Commentary September 2021
Special Feature – To EV or not to EV
Rediscovering our Backyard – Hinewai Reserve
Insights Winter 2021
Economic & Market Commentary July 2021
Special Feature – The Changing Mind
Rediscovering our Backyard – The Lake Dunstan Cycle Trail
Insights Autumn 2021
How to Avoid a Climate Disaster
Rediscovering our backyard
Financial Jargon translated to English
Insights Summer 2021
Equity markets continued their climb with Trans-Tasman equity markets singing from the same sheet in the last quarter
Higher risk emerging market, small, and values stocks had a bumper quarterThe economic ‘shock’ from COVID was weaker than expected
2020
Insights Spring 2020
Most markets continued their climb over the September quarter
Global central banks remain supportive in monetary policy meanwhile
Covid-19 is broadening its reach and will start testing local health services
Interest rates remain bewilderingly low with no inflation concerns yet emerging
Insights Winter 2020
Market performance was very strong over the June quarter
Equity markets had double-digit gains and listed property, infrastructure and fixed income were also robust
While further market falls can’t be ruled out, we remain optimistic
Insights Autumn 2020
The impact on markets as COVID-19 became a global pandemic
Emerging Markets and New Zealand Equity Markets perform relatively well
From Corona-coma to Corona-exit
Insights Summer 2020
2019 was an exceptional year for asset returns.
International shares had a strong quarter, particularly in Emerging Markets.
New Zealand equities also continued their dream run.
Interest rates are tracking lower with no inflationary pressures.
US/China trade conflicts gradually settling
2019
Insights Spring 2019
Central bank rate cuts gathered pace in the quarter
Global equities markets enjoyed a strong quarter measured in NZD terms, although the annual return remains soft
NZ and Australian equity markets have fared better
Insights Winter 2019
Central banks have changed course to easing, boosting equity markets for the quarter
Global economic growth is slowing and central banks have limited ammunition to arrest downside risks
The New Zealand economy is favourably placed to weather any slowdown
Insights Autumn 2019
Falling interest rates and borrowing costs
High returns of equity markets as well as bonds and property stocks
Global economic indicators
Insights Summer 2019
Key themes for the period
The world that was – a review of the quarter
How the markets fared
2018
Insights Spring 2018
Key themes for the period
The world that was – a review of the quarter
How the markets fared
Insights Winter 2018
Key themes for the period
The world that was – a review of the quarter
How the markets fared
Insights Autumn 2018
Equity markets gave back recent gains
Global GDP growth is expected to be above average
Emerging and NZ markets showed some resilience
Global trade importance is evident as super-powers flex their muscles
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