Shared Lunch Sharesies

What’s next for the market darling infrastructure investment company infratil? Can it maintain double digit growth? 

We talk to Infratil CEO Jason Boyes as the company reflects on 30 years and its $14 billion portfolio of 15 companies across four sectors—digital, renewables, healthcare and airports.

Off the back of Infrail’s full year results and outlook, we discuss Asia Pacific including a potential deal with Hong Kong Telecom, balancing AI demand with sustainability, and will Infratil buy the remaining stake in Wellington Airport?  

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, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

In this quick bite, Tony Alexander looks at current downturn in New Zealand's housing market, delving into the surge of listings and the emerging trend of investors offloading properties. Plus the big question, when will the market recover?

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, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

A sharp increase in house listings as some long-time investors exit, has put the ball back in the buyer's court.

We talk to independent economist Tony Alexander about his analysis on this and the latest results from the quarterly Sharesies Investing Insights survey.   

You'll hear his prediction on when interest rate cuts will start, why house prices are flat lining or down, the consequences of axing the First Home Grant, and the emerging rent-to-buy sector.   

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, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

EROAD has 120,000 devices in cars in New Zealand and is making inroads in the US. What’s the potential of this data combined with the latest in AI development? We find out in this bonus episode featuring EROAD co-CEOs Mark Heine and David Kenneson following the company’s recent financial results. Our conversation covers technology, privacy and future growth opportunities. Plus are two CEOs better than one? 

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, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

The transition to net-zero has put NZ founded tech company Gentrack on the investor map. 

We talk to CEO Gary Miles off the back of some impressive half-year results and as Gentrack expands into the Middle East, Asia and Europe with its software that includes smart metering, sensors and billing for power and water utilities, and airports.

You’ll learn how Gentrack is taking on global players Oracle and SAP. And how it hopes to enable both Kiwi and Aussie consumers to pump power from battery and solar assets into the main grid and be paid! 

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, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and we ask what decisions are facing savers and borrowers? Plus, the emerging trend of shorter fixed mortgage terms...

This is from our previous episode 'When will interest rates turn? Brad’s view'

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, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.