Shared Lunch Sharesies

Why invest locally when the action appears to be in the US? 
The meteoric rise of US chipmaker NVIDIA and the dominance of high earning tech stocks makes it hard for the likes of the NZX and ASX to compete. 
We talk to Harbour Asset Management’s Chris di Leva about how the sector make-up of an index and the local economy are a huge influence. But also why New Zealand is starting to look more attractive. 
Find what you need to consider when exposed to the US markets such as: does a change in portfolio weighting fit your risk appetite? Are you hedged against currency fluctuations? And is it time to consider other investment opportunities like Japan?  
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
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: Todd Dawson, CEO of Napier Port, discusses the vital role of ports in New Zealand's economy. Did you know 90% of the country's exports and imports travel by sea? Plus what are the revenue streams for a port? Eg: container trade, bulk trade (primarily logs), and the growing cruise industry.
This quick bite is from our previous episode 'Why invest in a port?'
Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.   For more or to watch on youtube—check out http://linktr.ee/sharedlunchAppearance 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.

Ports are critical to our island nation given more than 90% of our exports and imports travel by sea. 
Our conversation with Napier Port CEO Todd Dawson explores how a traditional business has embraced tech and supply chain logistics. 
You’ll find out the benefits of a public-private partnership model (including employees with skin in the game), how COVID and Cyclone Gabrielle have changed business forever, and what it's like to have a blue penguin sanctuary at the port. 
Tell us how to improve Shared Lunch! Our survey takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.   
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
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 we talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about how cutting-edge technologies like AI-driven molecular design, accelerated simulations, and the concept of "self-driving labs" are enabling companies to develop new medicines up to 10 times faster and at significantly lower costs.
Plus, we explore the pros and cons of focusing on individual pharma stocks versus diversified healthcare ETFs.
This quick bite is from our previous episode 'Weight loss drug boom–opportunities and risks'.
Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.   
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
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.

US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry?    
We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains. 
We hear about the benefits of these drugs beyond weight loss, the availability in Australia and New Zealand, and getting exposure by investing in diversified funds versus direct stocks.
Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.   
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
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: Infratil CEO Jason Boyes reflects on why it’s important for the infrastructure company to not only grow globally, but still appeal to the hearts and minds of NZers.
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.