The Monday Call

New Zealand Funds Management Limited
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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 investors and financial advisers up to date with the latest market news.

  1. 9월 28일

    Spring insights – What’s driving markets?

    As the third quarter draws to a close, we look back on the perspectives we shared at mid-year. We were right to remain confident: growth prospects for 2025 have continued to propel markets higher, and our outlook stays positive for the rest of the year.Many of the same drivers remain in play. In New Zealand, interest rates and dairy prices should eventually help pull the economy out of the doldrums, and the share market has already been trading stronger in the second half. Globally, despite the United States dominating headlines for geopolitical reasons, the economy remains resilient and share markets are reflecting that.So how should we think about positioning for continued headline-grabbing volatility while holding a constructive view on markets? Are there alternative assets we can invest in? And, remembering that while markets don’t repeat, they do rhyme, what can history teach us about what comes next? Mark Brooks, Chief Investment Officer at NZ Funds, joins us to discuss these questions as another wet New Zealand spring arrives in full bloom.

    50분

  2. 9월 15일

    Coneybeer on going global – Capital, connections & chilly bins

    What happens when a leading Silicon Valley investor turns his focus to New Zealand? Rob Coneybeer, Co-Founder of Shasta Ventures, has backed global successes like Nest, Dollar Shave Club, Canva and Anaplan. Now he’s bringing that experience and perspective here, exploring how New Zealand can better attract talent, capital and opportunity.The new Active Investor Plus visa is opening doors for international investors and operators. But capital alone isn’t enough - real success depends on connecting people with the right skills, building strong networks, and creating supportive frameworks, including tax, to grow a thriving ecosystem.Join us as we explore why New Zealand is an attractive place to grow a business and how the country can strengthen its competitive edge, and learn about Kiwi companies pushing to make their mark globally. For business owners and investors alike, this is a valuable chance to hear directly from someone who has scaled world-class companies and understands what it takes on the global stage.

    58분

  3. 8월 31일

    The NZ Funds Knowledge Series | Gold, Bitcoin and Downside Mitigation

    Diversification doesn’t mean what it used to. In a world where the old 60/40 equity-bond model is breaking down, investors must rethink how they construct portfolios. NZ Funds’ latest research shows how overlays in gold, copper, Bitcoin, and tail-risk hedging can reshape outcomes and boost returns while controlling systemic risk. This week, we'll take a dive inside NZ Funds' recent Portfolio Optimisation Paper. From gold’s role as a diversifier, to multi-asset overlays that incorporate Bitcoin, to Universa’s tail-risk strategies, they explore how modern portfolio construction goes beyond bonds to achieve resilience in uncertain times. Markets today demand more dynamic thinking. The data shows that with the right overlays, investors can earn higher compounded returns while keeping risks in check. Join James and Stephan as they break down the next evolution in portfolio optimisation. _____ The presentation referenced in this video can be downloaded here - www.nzfunds.co.nz/emailarticles/monday_call/NZ_Funds_Knowledge_Series--Portfolio_Optimisation_Paper_July_2025.pdf

    1시간 3분

  4. 8월 18일

    Beyond the AI Algorithm - Entrepreneurship, Tech, Investing

    “Anyone who says they are an AI expert is lying!” In a world of rapid technological change, developments move so fast that it’s difficult for anyone to keep up. How do we navigate the complexities of AI and learn about it? Understanding these forces is essential for investors, businesses, and individuals alike. Craig Fenton is the founder of Fenton Innovation, an agency specialising in AI-driven automation solutions. Previously CEO of New Zealand Rugby Commercial and before that a Google veteran where he led Strategy and Operations for its business in the UK, Craig’s technology journey began at consultancy Accenture where he served as a Partner for 16 years.“Having grown up in splendid isolation at the bottom of the world, pre-internet, everything we take for granted today is still like magic to me...” Join us for an exclusive session with a seasoned technology leader, entrepreneur, and investor.

    1시간 2분

  5. 8월 3일

    Building resilience | NZ Funds' Inflation Strategies

    Inflation might not seem like an everyday threat, but over time, it can significantly impact your financial well-being. As prices rise steadily, the value of your savings and income can diminish, making it more challenging to save, spend, and plan for the future. In this week's Monday Call, we’ll take a deep dive into the Inflation Category. NZ Funds uniquely offers a dedicated category specifically designed to fight inflation. These assets have the potential to grow earnings at a pace faster than inflation, helping preserve and even increase your purchasing power over time. It’s essential to think in terms of decades rather than just years when planning your financial future. Join us as we explore these innovative strategies— part of all NZ Funds’ diversified portfolios—and identify the key assets that can help safeguard your wealth against the long-term effects of inflation. Please download the presentation associated with this week's Monday Call by copying and pasting this link -- https://www.nzfunds.co.nz/emailarticles/monday_call/NZ_Funds_The_Monday_Call_Inflation_Category_Review_July_2025.pdf

    41분

  6. 7월 23일

    Digital Assets, Blockchain and the Future of Value

    What happens when the rules of value change? From the rise of blockchain to tokenised assets, a quiet revolution is reshaping everything from money to markets. As systems evolve, questions around trust, ownership and coordination matter more than ever for investors, institutions and governments navigating today’s fast-changing economic landscape. We’re joined on this Monday Call by Distinguished Professor Jason Potts, one of the world’s leading thinkers on institutional economics and innovation. Based at RMIT University in Melbourne, Jason leads the Blockchain Innovation Hub, is a Fellow of the Academy of Social Sciences in Australia, and co-edits the Journal of Institutional Economics. His work spans blockchain, creative fields and economic change. We explore the future of value, the role of digital assets in society, how blockchain can support transparency and trust, and what it means for investors and policy makers in New Zealand and beyond. Whether you're crypto-curious, intrigued by changing property rights, or keen to understand the impact of decentralised tech, this session offers sharp insight into where the world is heading.

    57분

  7. 7월 8일

    Six months down, six more to go

    Global forces are driving significant structural changes to the economy, creating challenges and opportunities. While tariffs and geopolitical tensions add uncertainty, we remain confident about growth prospects for 2025. A key reason for this optimism is that the changes are neither purely tariff-related nor purely negative. Three positive changes are easing banking regulation, new Crypto regulations, and the AI compute cycle. We are particularly positive about New Zealand’s outlook, supported by strong global demand for dairy, lower interest rates, and attractive market valuations, making it an appealing investment destination for a patient investor in this evolving environment. Outside of the farming sector, the local economic recovery is slow to emerge but the signs show that there is an underlying recovery happening. In the United States, the current economic setup is proving more robust than expected and this is supporting market performance. Equally, Europe and China have overdelivered relative to the downbeat sentiment. While tariff-related disruptions and corporate caution may temper growth, we believe corporate earnings will remain resilient. Overall, we see continued opportunities despite these structural shifts. This week, Mark Brooks, Chief Investment Officer at NZ Funds, joins us to review the first half of 2025 and discuss what might lie ahead for the remainder of the year.

    45분

  8. 6월 22일

    Growing Kiwi Giants - Trade Me & Xero

    New Zealand’s tech sector has produced major success stories, and Rowan Simpson has been behind many of them. As a founding team member of Trade Me and Xero, and an investor in firms like Vend and Timely, Rowan has helped shape a generation of Kiwi innovation. He shares the lessons learned in his new book, How to Be Wrong – A Crash Course in Start Up Success. Rowan was Trade Me’s third employee and helped grow it into a national icon. He then became a pre-IPO investor and executive at Xero, now one of New Zealand’s most successful global tech companies with millions of subscribers. These experiences gave him firsthand insight into the messy reality of scaling a business. Rowan joins us this week to discuss the mindset behind his success, share stories from the front lines, and inspire founders and business owners. From choosing the right team to scaling with confidence, Rowan brings a unique blend of optimism and clarity. If you are involved in building a business – or backing someone who is – this is a must-listen episode.

    56분
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예고편

소개

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 investors and financial advisers up to date with the latest market news.

정보

  • 제작진
    New Zealand Funds Management Limited
  • 방송 연도
    2022년 - 2025년
  • 에피소드
    100
  • 등급
    무삭제판
  • 저작권
    © New Zealand Funds Management Limited
  • 웹사이트 보기
    The Monday Call

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