Alternative assets add another dimension to a diversified portfolio by offering sources of return that behave differently from traditional shares and bonds. Below, we explore what they are, how they work, and the role they can play in supporting long term investment...

International equities open up investment opportunities that extend well beyond those available in domestic markets. They broaden diversification by spreading risk across different countries, industries, and economic conditions. Below, we explore how they work and the...

Australasian equities play an important role in diversified portfolios. Below, we explore how they behave, where they add value, and how they fit within a broader investment mix... Australasian equities refer to shares in companies listed on the New Zealand and...

Commercial property is a long-standing component of diversified investment portfolios. Below, we explore what it is, how it behaves, and the role it plays in supporting long term investment outcomes... Office buildings, shopping centres, industrial warehouses,...

The Quiet Achiever: Why Infrastructure Deserves a Place in a Well-Diversified Portfolio... When most people think about investing, they picture shares, property, or perhaps their KiwiSaver fund. Fewer think about the assets we all rely on every day. Airports, the...

Fixed income securities play an important role in diversified investment portfolios. Below, we explore what they are, how they behave, and the part they play in supporting long term investment outcomes… Fixed income securities in New Zealand (NZ) and internationally...

Asset allocation sits at the heart of every well constructed investment portfolio. Below, we explore what asset allocation means, why it matters, and how it shapes long term outcomes... Commonly, people focus on finding the right investment; the best share, the...

Understanding how your investments are taxed can make a meaningful difference to your long term returns. One of the most important tax structures for New Zealand investors is the Portfolio Investment Entity fund, or PIE fund. What is a PIE Fund and Why Should You...

The new budget comes at a key time for the economy, with the Government’s spending and tax settings under close watch. With many households and businesses still feeling the effects of a tough economic environment, this year’s Budget gives a clearer sense of the...