New Zealand Funds Management Limited

The Monday Call

Business EN ↓ 113 episodes

This is the Monday Call, brought to you by NZ Funds. It’s about financial markets - where they are now, and where we think they’re headed. It’s not just about share market movements or changes in bond prices. It’s about new technologies and crypto assets. It’s about decarbonisation, commodities, and how geopolitical events can change the direction of the global economy. Every week, we talk to the innovators and commentators, the fund managers and headline makers, to gain insights into the new market realities. It’s a global view of finance from a uniquely New Zealand perspective, keeping Kiwi...

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New Zealand Funds Management Limited

Episodes

Is residential property gearing up for a comeback? 28.02.2024 49:00

The residential housing market looks to be turning a corner after a longer period of sluggishness. Market forces are tugging in different directions. On the one front, low levels of new builds and surging population growth are pushing upwards on prices, while on the other, higher interest rates and continued unaffordability are applying the brakes. This week, we make sense of the data with Nick Go...

2024 Investment Outlook 28.02.2024 52:38

What will the year bring for investment markets?

Kieran Read –  thinking long term  to achieve big goals 20.12.2023 51:17

Kieran talks about  the valuable lessons learned as captain, goal-setting and team support in achieving long-term objectives.

Investment Team – five reasons to be optimistic in a world full of pessimism 19.12.2023 56:00

NZ Funds discuss five key reasons giving confidence that financial markets are set to resume their upward march, sooner rather than later. Accurate as at 13 November 2023. Past performance is  not necessarily an indicator of future returns.

Jarrod Kerr – are we winning the war on inflation? 27.11.2023 56:31

Kiwibank’s Chief Economist Jarrod Kerr discusses the current economic data, including the recent inflation print. Accurate as at 30 October 2023. Past performance is not necessarily an indicator of future returns.

Mike Frith – economic outlook from NZ’s largest asset manager 09.11.2023 1:03:02

On this episode of the Monday Call we speak with Mike Frith, Chief Economist at the NZ Super Fund. Accurate as at 16 October 2023. Past performance is not necessarily an indicator of future returns.

Investment Team – diversified assets for long-term returns 24.10.2023 47:36

Mark Brooks and Stephan Clark discuss different asset classes and how a diversified portfolio over time outplays single assets. Accurate as at 2 October 2023. Past performance is not necessarily an indicator of future returns.

James Grigor – navigating a complex investment environment 03.10.2023 59:44

We discuss the current environment with James Grigor, Partner at Syzygy Investment Advisory and alumni of NZ Funds. Accurate as at 18 Sep 2023. Past performance  is not necessarily an indicator of future returns.

Mike King – Awareness to Action, on Mental Health in New Zealand 15.09.2023 59:28

Mike joins us for a conversation on supporting one another and leading a positive and productive life, both in our homes and at work. — Where to find help and support: Need to Talk? Call or text 1737 Lifeline: 0800 543 354 or (09) 5222 999 within Auckland Youthline: 0800 376 633, text 234, email talk@youthline.co.nz or online chat Samaritans: 0800 726 666 Depression Helpline: 0800 111 757 Suicid...

Investment Team – opportunities down under 15.09.2023 1:04:15

Mark Brooks, Casey Keiper and Stephan Clark dig into some of NZ Funds’ largest local investments. Accurate as at 29 August 2023. Past performance is not necessarily an indicator of future returns.

Reinier Dobbelmann – semiconductors, AI and investing in technology 15.08.2023 42:52

Reinier discusses semiconductors, Nvidia’s market position, and why AI can be likened to a bullwhip. Accurate as at 7 August 2023. Past performance is not necessarily an indicator of future returns.

Investment Team – recovery, expansion, slowdown or contraction? 03.08.2023 56:51

Mark Brooks & Stephan Clark make sense of the current economic data and discuss how NZ Funds is positioning client portfolios. Accurate as at 24 July 2023. Past performance is not necessarily an indicator of future returns.

Nigel Latta – retire to something, not from something 31.07.2023 55:18

We’re joined by Nigel Latta for a discussion about preparing for retirement, how best to set goals and strategies to prioritise what truly matters.

Michael Hanson – AI opportunities for investors 13.07.2023 55:13

We speak to Michael Hanson from US-based Fisher Investments on the potential investment opportunities of AI. Accurate as at 26 June 2023. Past performance is not necessarily an indicator of future returns.

Tax matters – cash, interest rates and the benefits of PIEs 20.06.2023 39:38

We discuss interest rates and inflation, PIEs and how investors are using the NZ Funds Cash Portfolio to deploy their capital. Accurate as at 12 June 2023. Past performance is not necessarily an indicator of future returns.

Theresa and Angela Gattung – driving positive change. 29.05.2023 55:51

Theresa and Angela speak to us about how they're driving positive change & empowering women through the Gattung Foundation.

Aaron Anderson – is this the beginning or end for the U.S. banking crisis? 24.05.2023 59:26

We talk to Aaron Anderson, Senior Vice President of Research at U.S. based Fisher Investments about  key market topics. Accurate as at 5 May 2023. Past performance  is not necessarily an indicator of future returns.

KiwiSaver Update – how to make the most of it to build your savings 04.05.2023 47:45

The NZ Funds Private Wealth team share key facts about KiwiSaver and discuss why savings are so important. Accurate as at 24 April 2023. Past performance is not necessarily an indicator of future returns.

Lewis Gradon – what’s important to a high-growth healthcare company? 31.03.2023 1:00:46

We talk to the F&P Healthcare CEO about his 40-year career and what’s been fundamental to the company’s success.

Andrew Curtayne – how have share market valuations changed? 22.03.2023 51:26

Andrew Curtayne examines the long-term returns that investors have seen in global markets. Accurate as at 13 March 2023. Past performance is not necessarily an indicator of future returns.

Phillip Mills – How one Kiwi business has kept healthy over 50 years 06.03.2023 54:46

We talk to Phillip about resilience and building a successful international business while keeping roots firmly in NZ.

Investment Team – Drivers of returns for investors in 2023 21.02.2023 59:42

Our Investment Team discuss the outlook and opportunities for the year ahead. Accurate as at 13 Feb 2023. Past performance is not necessarily an indicator of future returns.

Investment Team – Market volatility, is it an opportunity? 21.12.2022 1:04:59

Our team discusses the big events that impacted financial markets in 2022 and the potential opportunities they see for investors next year. Accurate as at 20 Dec 2022. Past performance is not necessarily an indicator of future returns.

Alex Edmans – Can we all get a slice of the pie? 14.12.2022 1:04:03

We discuss with Alex how businesses can deliver for both investors and society.

Andrew Eagles and Nick Robertson – Can green building earn $42b? 08.12.2022 58:07

Andrew Eagles and Nick Robertson join us to discuss the future of NZ building practices.