Research 


We believe that fact-based research plays a crucial role in any investment decision, therefore we take a disciplined, rigorous approach to research in order to help build your investment strategy.

We monitor major economic trends and keep a close watch on social and political events which can affect both domestic and international financial markets. Our Analysts cover all the major sectors and publish timely, in-depth reports on a significant number of companies which they follow. Read At a Glance for an overview of the research reports and facilities available to you as a client.

At a Glance

  • Equities Research - Company profiles and market research reports on selected New Zealand, Australian and global companies, view a sample Company report.
  • Investment Trusts and Index Funds Research - Company profiles and market research reports on a selection of Investment Trusts and Index Funds. View a sample Investment Trust and Index Fund Report.
  • Fixed Interest Research - Research and recommendations on individual securities and the broader Fixed Interest market. View a sample of a Fixed Income Report.
  • Portfolio Strategy Reports - Commentary on topical issues, together with strategies on structuring portfolios for long term growth. View a sample Portfolio Strategy Report.
  • Investment Committee Reviews - A monthly report encompassing our views on markets and stock specific issues. This report also includes the Craigs Investment Partners sample portfolios. View a sample of an Investment Committee Monthly Review.
  • News & Views - A comprehensive investment newsletter, providing clients with updates on portfolio strategy, asset allocation, investment opportunities, reviews of selected New Zealand and international equities, and items of general interest to investors. View a sample of News & Views.

 

Find out more

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If you are not a client: Register for Login and an Investment Adviser will contact you to discuss your needs or find your nearest branch.

Please Note: Investment Committee Monthly Reviews and Portfolio Strategy Reports are only available to Managed Portfolio Clients. For more information, please contact your Investment Adviser.


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