The Monday Call

John and Maury Penno from Leaft Foods join us to discuss the future of NZ agriculture.

Zoe Wallis, Chief Economist at Deloitte, on her outlook for the New Zealand economy

The Investment Team  discuss the big themes that have been shaping markets, and review our own performance. Accurate as at 14 Nov 2022. Past performance is not necessarily an indicator of future returns.

David Bell explains how online entrepreneurship is more accessible 
than ever.

China expert Jason Young joins us to unpack what Xi Jinping’s third term could mean for NZ.

The CEOs of Stuff & The Spinoff join us to discuss where Kiwi journalism is headed.

Nick Farr-Jones recently joined NZ Funds for a series of investment briefings. We catch up with him to discuss what he’s learned about leadership over the past 30 years. We also talk about the shape of the mining sector as the world looks towards a decarbonised future.

The growing crisis in Europe and the UK is highlighting the increasing urgency of energy self-sufficiency. And in a decarbonising world, that energy needs to be clean and sustainable if countries are to meet ambitious climate targets. We’re joined by John Flint, Chief Executive of the UK Infrastructure Bank. The Bank’s two main objectives are to support the UK to reach carbon net-zero, and to enab...

We speak to Jo Masters, Barrenjoey’s Chief Economist, about Australia’s economic outlook. Why are inflation expectations there different to New Zealand’s? What about property prices? And how does Australia’s huge mining sector evolve for a carbon-neutral world?

Our Investment Team discuss the big themes that shaped the market in Q3 2022. Was the share market bounce a bear market rally? What’s the state of play for crypto? Why are food commodity prices rising? And how bad will Europe’s energy crisis get?

Award-winning author Sebastian Mallaby joins us to discuss his latest book The Power Law: Venture Capital and the Making of the New Future, which tells the remarkable story of venture capital’s rise, from investment outlier to driver of global growth.

Futurist and Professional Director Melissa Clark-Reynolds discusses her long career at the forefront of New Zealand’s tech sector. And she shares her views on how New Zealand businesses can embrace the possibilities of tomorrow.

We catch up with CoreLogic’s Head of Research Nick Goodall to discuss all things property.  How high will rates go? Where is the market softest, and which regions are holding up the best? And is the housing shortage putting a floor under price falls?

We’re joined by two Kiwi crypto innovators. Artist Simon Denny and Chief Executive of Easy Crypto Janine Grainger talk about their remarkable careers and discuss how New Zealand could embrace crypto’s potential.

UBCO – “the world’s toughest electric adventure bike” – is a great Kiwi innovation story. UBCO’s Chief Executive Katherine Sandford joins us to share the company’s exciting journey from local startup to potential global powerhouse.

BusinessNZ Chief Executive Kirk Hope joins us to discuss the uncertain outlook for Kiwi businesspeople. Why is New Zealand falling in several global competitiveness rankings? And is New Zealand still an attractive place to move to for work?

With rising living costs and declining home ownership rates, how do we provide enough for the growing number of retirees? We’re joined by Retirement Commissioner, Jane Wrightson to discuss her role in advocating for retired New Zealanders.

The transition to a carbon-neutral world is under way, but there are still huge challenges ahead. Adolf Stroombergen, Chief Economist at Infometrics, joins us to discuss the green energy transition – and New Zealand’s readiness for it.

New Zealander Jonty Kelt has had a front row seat at some of the most radical changes in the digital economy. After holding senior roles at Google and Palantir, he now helps startups create world-changing technologies. Jonty joins us to discuss his remarkable career.

With high inflation, global trade disruptions, and no immigration to drive growth, New Zealand’s economic policymakers are facing the toughest choices in a generation. Former Minister of Finance Ruth Richardson joins us to share her views on New Zealand’s precarious economic situation – and why the global outlook is so dangerous.

The Curve aims to close the financial knowledge gap for New Zealand women. Co-founder Sophie Hallwright joins us to discuss who The Curve is reaching, what they’ve learned so far about their audience, and where they’re headed next.

Financial markets around the world have been extremely volatile this year. The NZ Funds Investment Team discuss the current state of play and outline where they think markets could be headed next.

Covid-19, rising shipping costs and the war in Ukraine are creating exceptional challenges for our dairy industry. Synlait’s new CEO Grant Watson joins us to discuss the outlook for New Zealand’s dairy producers.

Concerns about rising living costs are at the heart of the 2022 Budget. But has the Government got their spending right?

With the collapse of stable coin Terra, crypto volatility has once again been grabbing headlines around the world. In this fund update, our Chief Investment Officer James Grigor explains how the NZ Funds investment team has been actively managing our crypto positions in recent weeks.