As we prepare articles or thought pieces on topics of interest for investors, these will appear in this list. Use the keyword search to find content or topics that interest you. Please note that our disclaimer applies to all content appearing in our publications or on our website.
Unpicking the short-term noise in growth fund performance
NZSA Disclaimer There have been some interesting changes in relativity between some of New Zealand’s best known Growth funds over recent weeks. Growth funds, whether KiwiSaver or retail managed funds, are a staple diet for many long-term investors. Often, movements in fund unit prices are similar – unsurprising in the context of a typical growth fund’s exposure to a parcel of global equities and the...
Resilience for 2026: the backdrop for Kiwi investors
NZSA Disclaimer It has been a tough post-Covid reality check for the New Zealand economy, an underlying theme that is reflected in the performance of many of our consumer-facing listed companies. Many local companies remembered the difficulty they had in attracting staff in earlier periods during periods of economic benevolence, following cutbacks made during economic gloom. So most have held back from taking drastic action,...
KiwiSaver at the Crossroads: Simplicity, Sufficiency, and the Politics of Retirement
NZSA Disclaimer Last week's NZSA panel discussion featuring Dean Anderson (from Kernel Wealth) and Greg Smith (from Generate), facilitated by NZSA CEO Oliver Mander, offered a timely and candid examination of New Zealand’s retirement savings framework. The conversation ranged from policy design and political risk through to investor behaviour and the emerging challenge of decumulation. What emerged was a clear message: KiwiSaver has been a...
ASX Inquiry: A Governance Failure hiding in plain sight
NZSA Disclaimer The ASX is often seen as a happy hunting ground for New Zealanders looking to broaden their investments. It offers a plethora of exchange traded funds, but is perhaps better known for the exposure it provides to the mining and banking sector. It’s why most Kiwi investors should be really interested in the final report issued by the Australian Securities and Investments Commission...
The Power of De-cumulation: KiwiSaver’s Second Act
NZSA Disclaimer Since KiwiSaver’s launch in 2007, the national conversation has been focused almost entirely on savings accumulation. Join. Contribute. Stay the course. But for a growing number of New Zealanders, that chapter is closing. The question is no longer simply “Are we saving enough?” It is increasingly “How do we spend well?” This is a very different conversation – borne of the emerging luxury...
Look out for US estate tax…
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