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The Alternative Advantage
Managing significant wealth today is more complex than ever. Market volatility, slowing property returns, and limited traditional options mean yesterday’s strategies may not be enough to protect and grow what you’ve accumulated.
Our latest thinking ‘The Alternative Advantage’ outlines how alternatives can strengthen your portfolio and give you greater confidence about the future. Read more
Latest investment insights

Growth and Value in an AI-Led Market: Comparing two investment approaches in a world of uncertainty

When conservative isn’t conservative: Why perceived safety and actual portfolio resilience are often very different

The Growth of Passive Investing – And why it isn’t always passive

Steering through uncertainty: What sailing teaches us about investing

AI and the repricing of expectations: Shifting expectations are redefining the AI opportunity

Artificial Intelligence: Transformational technology with market consequences

The Bubble Triangle: Heat, Fuel and FOMO

Global conversations, local impact: Insights guiding our client portfolios

The 60/20/20 portfolio: A day late and a dollar short

The comfort trap: Why investors stop seeing risk

Understanding incentives: From human behaviour to capital allocation

Managing expectations: Understanding long-term returns of bonds and equities
Read More Insights

Rethinking the 60/40 portfolio: Why alternative strategies offer a smoother ride for investors.

The rise of the robots: What Artificial Intelligence means for investors

The power of diversification: Why spreading your investments still works

Value for money in investing: A practical guide for New Zealand investors
Monthly Market Commentary

Monthly Report – June 2026

Monthly Report – May 2026

Monthly Report – April 2026

Monthly Report – March 2026

Monthly Report – February 2026

Monthly Report – January 2026

Monthly Report – December 2025

Monthly Report – November 2025

Monthly Report – October 2025

Monthly Report – September 2025

Monthly Report – August 2025
For Monthly Market Commentary prior to those listed above please contact Marilyn Mair.
Manager Reports
We can provide access to the latest reports provided by our Fund Managers.
If you’d like to receive these, please contact Marilyn Mair who can send the relevant reports to you.



















