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    Published quarterly, Eriksens surveys the annualised returns of New Zealand Master Trust providers. We also include an economic commentary and Kiwisaver updates.


    Click here to view past and present editions.


  • Economic commentary

    We've been watching this month’s geopolitical and fiscal volatility with interest.

    Click here to download full PDF to read more about what we're seeing.

    Challenging yet exciting times ahead.

  • i3 Publishes New Pacific Region Insights

    Link to the Investment Innovation Institute's 'Pacific Region' articles, for insights with a focus on New Zealand and the Pacific Islands.

    See the collection of articles here.

  • Market Update and Link to Economic Commentary

    Through uncertainty and fear of the impact of the COVID-19 pandemic, financial markets sold off heavily in the third week of February 2020.  Initially shares, being the most liquid and volatile were sold.  Investors bought bonds with some of the cash, pushing up bond prices.  But the bonds were subsequently sold too and behaved like shares, because there were fewer buyers on the other side.  Both share and bond prices fell sharply in March.  In that situation, cash is king.

    Investors in sound multi-asset managers’ products were not protected completely; some suffered sharp falls in value.  However from a governance stand point it was helpful to know that the managers were managing the most abrupt market down turn in living history, while countries and people wrestled with combating an unexpected threat to both life and the way they live.

    Now that markets have stabilised to some extent as central banks and governments focus their efforts on survival and then their economies, active investment managers are finding selective stock picking opportunities as markets recover.  Having wider ranges also helps in asset allocation.  There is more volatility ahead but light at the end of the tunnel.

    We trust you find this month’s economic commentary of some interest. Click here to download the full PDF.

  • Markets Could Stabilise as Quarter End Nears

    Fund rebalancing will see demand for equities, but today the key is to protect your health and that of your family.

    Read the full article here.

  • COVID-19 Update

    To our clients and friends,

    EriksensGlobal remains open for business to serve our clients and the wider community.

    We are working remotely, and for the most part, it’s business as usual. Our staff are well positioned to assist you during this difficult time and will continue to provide our services via phone and email only.

    This is an unprecedented time for all of us, and we appreciate everyone will be working through similar challenges. EriksensGlobal wishes you all the best with looking after yourselves, your family, colleagues and those in your communities.

    We look forward to resuming a less isolated way of working once that becomes safe and appropriate.

    In the meantime please contact me at +64 21 620 039 should you have a need for advice or a shoulder to bounce ideas off.

    Warm regards


  • Eriksens Master Trust Survey and Economic Commentary

    Published quarterly, Eriksens surveys the annualised returns of New Zealand Master Trust providers. We also include an economic commentary and this month highlight the recent changes made to Kiwisaver.


    Click here to view past and present editions.

  • Current Master Trust Landscape and Changes Ahead

    Informative article on the New Zealand Master Trust landscape courtesy of

  • RBNZ Scuppers AMP Life Deal

    What could have been a lifeline for AMP Life is now being renegotiated with Resolution Life. The intrinsic instability of record high stock markets and record low interest rates will continue to make regulators critical and cautious, which means dealmakers need to be on their best behaviour.

    Read the article here.