Quarterly investment update Spring 2026

Welcome to our Spring Update covering the reporting period from 1 July 2026 to 30 September 2026.

After a strong year, the third quarter was mixed, with resilient share markets offset by weaker bond returns as inflation and high oil prices continued to weigh on market conditions.

In this update we explore how resilient global growth continues to support markets despite ongoing inflation concerns, with AI-driven investment and long-term demographic trends shaping the outlook. We also review how the New Zealand economy is performing amid an uncertain global environment.

The update concludes with a feature article titled ‘Financial Literacy - the life skill that compounds.'

We look forward to updating you on how the markets evolve over the final quarter of 2026 in our Summer Update, due out early 2027.

Read our commentary and featured article here.

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