Shared Lunch

Sharesies co-CEOs Sonya Williams and Brooke Roberts get motivated as we head into the new year, sharing a couple of tips from James Clear, author of Atomic Habits, and how Sonya brought some business techniques into home life!  This quick bite is from our previous episode 'Why do goals matter?' Tune in for a fun conversation between two female entrepreneurs.  Brought to you by Sharesies, with Busi...

As Shared Lunch wraps for 2023, Sharesies co-CEOs Sonya Williams and Brooke Roberts laugh and chat about the highlights of the year and how they’re aiming to start 2024.  From Sharesies milestones, to personal goal setting, creating financial habits and their fav books and podcasts—there’s never a dull moment.    Tune in for a fun conversation between two female entrepreneurs.  For more or to watc...

It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!    Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva.  In this second part of a 2-part year-end episode, we look at where inter...

It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!    Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva.  In this first of a 2-part year-end episode,  we cover world influences,...

Genesis Energy CEO Malcolm Johns discusses the realities of adopting an extensive renewable strategy to achieve 95% renewable electricity generation by 2035, aligning with New Zealand's 2050 net-zero carbon legislation. This is a quick bite from our previous episode: Genesis Energy–charged for change. For more or to watch the episod on youtube—check out http://linktr.ee/sharedlunch Brought to you...

So how does gentailer Genesis leverage its maligned coal and gas assets to help forge a new future in renewables?  New CEO Malcolm Johns tells us why he took on one of the biggest challenges in the energy sector. He says the so-called ESG discount applied to the Genesis share price will be harder for the market to justify under its new strategy. Our conversation also covers how Genesis plans to cu...

Tony Alexander shares his perspective on the NZ property market heading into next year, why does he think a frenzy isn't on the horizon just yet — and what markers , like interest rates and stock listings, is he looking for to signal significant changes for potential buyers? This is a quick bite from our previous episode: What will the summer property market bring? For more or to watch on youtube—...

Investors are riding out economic headwinds and adjusting share portfolios to find investments that take advantage of trends such as Ai and renewables.   These are some of the findings from the quarterly Sharesies Investor Insights survey conducted by independent economist Tony Alexander. Tony tells us why he thinks shares are still the most popular investment, but that momentum is returning to th...

Managing director of Mainfreight Don Braid joined Shared Lunch to talk about the not-so down and dirty world of freight. As part of what’s become a high tech industry, Mainfreight has made some big international moves. Don shares why he thinks more NZ companies should be looking offshore. This quick bite is from our previous episode 'Mainfreight–A 100+ year business in the making'  For more or to...

Logistics and transport multinational Mainfreight is bouncing back after reporting a 42.6% drop in net profit which it puts down to a more normalised trading environment after a post pandemic boom.   Our conversation with Managing Director Don Braid delves beyond the numbers, including his 26 year tenure, how the company has kept growing, and further expansion overseas. We also discuss the dividen...

In this Quick Bite we talk to Milford Asset Management’s Daniel Wu about Apple’s approach to AI, new products such as the Vision Pro - is this the plan for the future of the company? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, gues...

Apple’s September quarter earnings were slightly down, but the outlook remains positive. We talk to Milford Asset Management’s Daniel Wu about the tail and headwinds ahead, including Huawei challenging the iPhone in China. Plus Apple’s approach to AI, new products such as the Vision Pro, being carbon neutral by 2030, and are the shares overvalued? For more or to watch on youtube—check out http://l...

How scarce is fresh water globally and why is water infrastructure so important for NZ? In this quick bite we talk to the chief investment officer of Pathfinder’s Global Water Fund,  Paul Brownsey. Check out the full conversation in our previous epsiode 'Investing in water' where we explore the issues that spurred the fund’s inception in 2010, and how they are even more acute today as the world gr...

Have you thought about  investing in a commodity that’s not oil, not gold, but water? The very thing we need to live. We talk to Paul Brownsey, the chief investment officer of Pathfinder’s Global Water Fund who has been watching global water trends for the past 15 years.  This conversation looks at the options around water investment, plus the vexed issue of bottled water.   For more or to watch o...

Who are the Magnificent 7? Why are these tech titans important? Greg Smith from Devon talks us through their impact on the S&P 500, and provides a wrap on US Earnings for Q3. This quick bite is from our previous episode 'Tech titans boost Q3 US Earnings' We  also look at the sectors still to report such as retail and more traditional stocks which are benefiting from consumers continuing to spe...

We talk to Devon Funds Head of Retail Greg Smith about the influence of the tech titans or Magnificent Seven such as  Amazon, Alphabet, Meta and Microsoft and if these provide an economic barometer.  And we look at the sectors still to report such as retail and more traditional stocks benefiting from consumers continuing to spend but trade down— think eating Macca’s instead of fine dining.  Plus w...

Independent economist Tony Alexander & Sharesies 3EO Leighton Roberts talk interest rates; how are we dealing with the 6 & 7% now that most have rolled over? Plus Tony's takeaway of factors that may push house prices back up in the next 12 months.  This quick bite is from our episode 'Property market post election'. We look at what both investors and first-home owners might expect, and how...

We talk to independent economist Tony Alexander about what both investors and first-home owners might expect, and how they might shape buying and selling in coming months.  This conversation covers demand, where interest rates are headed and will lending criteria ease? Plus, are we in for a rush of house listings in the lead up to Christmas?  For more or to watch on youtube—check out http://linktr...

In this quick bite from the episode  ’What now? Bill English on new coalition govt,  Sir Bill English has some tips for investors, new ministers and the new prime minister as Aotearoa awaits the make-up of our new coalition government. For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch i...

Blackpearl Group is seeking to raise NZ$4 million to fund the company’s next phase of growth. In this Sharesies special episode, CEO Nick Lissette speaks with Susannah Bately about the Black Pearl story, its revenue model, and plans for the capital. Plus, how is AI powering the company’s sales and marketing and Nick’s perspective on the slide in the Black Pearl shareprice since listing last year....

Former Prime Minister and Minister of Finance Sir Bill English shares his insights on the process of forming a coalition government. Will we see another '6 week circus'? And what does all this mean for business  and investors?' Our conversation covers everything from climate policy, the public service, social investment and housing.  Plus what to get right to regain business confidence.  For more...

In this quick bite Frances Cook & Mark Riggall from Milford talk bonds, how are they used as a component of a balanced portfolio? Plus, the relationship between bonds and the interest rate cycle, historically and more recently.  This clip is from our previous episode ' Are bonds on the comeback? Where Mark explains why the outlook for bonds is better now after a tough couple of years. And For...

We unpack how the debt market works, what different types of bonds there are, and risk versus return.  Milford’s Conservative and Balanced Portfolio Manager Mark Riggall explains why the outlook for bonds is better now after a tough couple of years. And what to consider if  adding bonds to your portfolios as a diversification tactic, such as through exchange-traded funds.   And For more or to foll...

Harbour Asset Management's Chris Di Leva and NZIER principal economist Chrstina Leung discuss the course of interest rates and the impact on investment circumstances over the next year. This is from our previous episode, 'What does the election mean for investors?' where we discuss which sectors to watch and we find out the mood of business based on a blue or a red government.  Brought to you by S...

With the general election just days away we ask  the experts what’s in store for investors and businesses? Harbour Asset Management's Chris Di Leva and NZIER economist Christina Leung discuss which sectors to watch and we find out the mood of business based on a blue or a red government. For more or to follow the podcast —check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with Bus...