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How we manage your money to deliver high performing returns

13 March 2026

A short note on the conflict in Iran

The start of March has been marked by heightened uncertainty as the conflict involving Iran continues to unfold. Global markets are acting more… Read more

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Feature article: Data Centres & Smart Infrastructure

13 March 2026

The launch of ChatGPT in late 2022 set off one of the fastest and biggest capital expenditure cycles in decades.

So far, this has been led by US Big Tech… Read more

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Market Update March 2026

13 March 2026

What happened in the markets

Equity markets were positive again for February, with non-US equity markets outperforming the US. Leading the way were Japanese stocks, Emerging Markets, UK, listed infrastructure funds,… Read more

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Investment Funds Investor Update - March 2026

13 March 2026

Welcome to your March update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for March 2026. Below you will find the latest performance data and market commentary from… Read more

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KiwiSaver Scheme Investment Update - March 2026

13 March 2026

Welcome to your March update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for March 2026. Below you will find the latest performance data and market commentary from… Read more

Investment Funds February update
Investment Funds Investor Update - February 2026

11 February 2026

Welcome to your February update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for February 2026. Below you will find the latest performance data and market commentary from… Read more

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Feature article: AI monetisation

11 February 2026

After three years of front-loaded capital expenditure into AI infrastructure, 2026 is being framed as the year when enterprises should begin to demonstrate AI-related pilot programmes into real value creation.… Read more

KiwiSaver February update
KiwiSaver Scheme Investment Update - February 2026

11 February 2026

Welcome to your February update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for February 2026. Below you will find the latest performance data and market commentary from… Read more

Market February update
Market Update February 2026

11 February 2026

What happened in the markets

Equity markets started the year well. The US market rotated away from the mega-cap technology stocks, with the smaller cap stocks driving most of the market… Read more

Market Update January 2026
Market Update January 2026

9 January 2026

What happened in the markets

Equity markets were positive again in December. However, the source of returns was different, Europe (driven by financials), and Emerging Markets. North Asia returns were particularly… Read more

SWIF investor update jan 2026
Investment Funds Investor Update - January 2026

9 January 2026

Welcome to your January update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for January 2026. Below you will find the latest performance data and market commentary from… Read more

SWKS investor update jan 2026
KiwiSaver Scheme Investment Update - January 2026

9 January 2026

Welcome to your January update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for January 2026. Below you will find the latest performance data and market commentary from… Read more

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