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
Welcome to your December update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for December 2025. Below you will find the latest performance data and market commentary from… Read more
Welcome to your December update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for December 2025. Below you will find the latest performance data and market commentary from… Read more
For more on open finance, click here. Read more
What happened in the markets
The last quarter was a strong one for the DIMS investment series, especially those investors in the portfolios with a high allocation to equities. Those… Read more
Equity markets continue to climb, reaching new highs. For example, the US market represented by the S&P 500 Index posted five new closing highs during August. Catalysts for this are… Read more
Equity markets in June continued their positive returns from May, making for a very good second quarter of 2025. The suspension of the earlier announced US trade tariffs and the… Read more
Equity markets bounced back in May to such an extent that all the losses in 2025 have now been recovered in all countries except at home in New Zealand. The… Read more
Financial markets spent most of March focused on and reacting to short-term events in Washington. US President Donald Trump’s further announcements of sweeping tariffs added to market volatility in March… Read more
Last week we saw global share markets drop in reaction to new tariffs being announced by the U.S. administration.
This market uncertainty and news cycle can be unsettling — and… Read more