2024 Table of Investment Returns

While it’s been a bumpy start to 2025, global markets experienced a heady ride in 2024, shaped by a mix of cautious economic recovery, geopolitical tensions, technological progress.

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Market Volatility: What you need to know

Market volatility has dominated the news cycle in early 2025, and although market fluctuations are a normal part of long-term investing.

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Understanding asset classes

An asset class is a group of investments that share common features, including their potential for returns and their associated level of risk. All asset classes carry some risk.

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What is market volatility?

Market volatility is a term used to describe the ups and downs in the value of investment assets.

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US Election Results: Impacts

2024 saw a record number of the world’s population heading to the polls. The most consequential of those would be the US election.

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2023 Table of Investment Returns

Against all odds? Investment markets punch out strong returns amid share market bounce.

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Periodic Table of Investment Returns

Looking across 2021 and the decade ended 31 December 2021, a number of observations can be made from the Periodic Table:

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What’s causing recent market volatility?

This recent market volatility is simply a reflection of the markets returning to a more normal monetary policy setting environment.

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Who Would Have Guessed?

2020 Caps Off Stellar decade for Investors.

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Time to take on riskier investments

The pandemic has scrambled retirement plans causing retirees to think more about investment risk.

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Rays of hope for markets

As we said good bye to a difficult 2020, there are some positive signs for the global economy.

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Investment performance

See how your funds have performed. The investment returns shown are after fees and tax. This provides you with a figure that more closely reflects the actual returns you receive as an investor.

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Why is my cash return so low?

Interest rates in NZ and around the world are exceptionally low, and have just recently gone lower.

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NZ Budget 2020

NZ Budget 2020: challenges and opportunities

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Coronavirus Impact on Investment Markets

Coronavirus, what this means for you as an investor – Investment Update

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Member Notice: Investment Update

When financial markets experience an upward or downward spike it can be difficult not to get caught up in the emotion of the moment.

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