ASB Investment Podcast

ASB Bank
  • 5.0 (1)
  • Investing
  • Updated Weekly

A show that brings you the latest market updates and insights to help you make smart investment decisions.

  1. 1d ago ·  Video

    BlackRock mid-year global outlook: Scarcity, abundance, and the AI build-out reshaping markets

    Nigel is joined by Will Porter, Investment Strategist at BlackRock, to unpack the BlackRock Investment Institute’s mid-year outlook and its "scarcity versus abundance" framing for the AI era. Will breaks down why the sheer scale of power, materials and capital needed for AI's build-out could intensify scarcity before any productivity payoff shows up in GDP. He also walks through BlackRock's six macro calls spanning growth, the cost of AI, interest rates, debt, geopolitics and US leadership. From the shift from "just-in-time" to "just-in-case" supply chains, to the open question of who actually captures AI's value, it's a wide-ranging look at how to build a portfolio robust enough for either path. Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on Tuesday the 21st of July. Comments made by BIMAL employees here represent BIMAL’s views only, opinions are subject to change and they are not a guarantee of future results. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances.  Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide at blackrock.com/au for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.

    BlackRock mid-year global outlook: Scarcity, abundance, and the AI build-out reshaping markets

  2. 6d ago ·  Video

    Fridays with Frank: Live from Queenstown, elections, inflation and AI's next rattle

    Frank and Nigel broadcast from ASB Queenstown for a special on-location edition, joined by ASB senior economist Chris Tennent-Brown for his first Fridays with Frank appearance. They unpack why "challenged" is the word for where New Zealand's economy sits right now, how the AI and geopolitical fragmentation mega forces are shaping that picture, and what the upcoming election could mean for long-term strategy. Plus, why 4.1% inflation still matters for investors, and the AI market rattle sparked by the latest open-source model breakthrough.

  3. Jul 21 ·  Video

    World Cup finance with NZ Football: The business of football, growing the game, and the cost behind it all

    Nigel is joined by Tarryn McKenzie, General Manager of People, Finance and Business Transformation at NZ Football, to unpack what it actually costs to build a successful national football programme. Tarryn breaks down the multi-year investment behind qualifying for and preparing for a FIFA World Cup, from six-figure international windows to prize money structures and sponsorship opportunities, and explains how NZ Football balances funding across grassroots development, the All Whites and the Football Ferns at the same time. It's a reminder that, much like a well-built investment portfolio, sustained success on the pitch comes down to years of planning, patience and diversified investment behind the scenes.

    World Cup finance with NZ Football: The business of football, growing the game, and the cost behind it all

  4. Jul 16 ·  Video

    Fridays with Frank: Playing the long game, portfolio formations and backing what's in form

    Nigel and Frank go full tactics board this week, using England's World Cup semi-final as the launchpad for a deep dive into the strategic asset allocation process. From why going "all-defence" after a big goal rarely pays off, to finding the portfolio's star striker and building a squad where every asset covers for the next, it's a look at how the team balances attack and defence across market cycles. Plus, the week in markets: strong US bank earnings, a rough one for IBM, cooling inflation data, and why the Strait of Hormuz might be the wildcard substitute that changes the whole game.

  5. Jul 15 ·  Video

    Why growth isn't automatic, AI's rise in governance, and trust as a long-term strategy

    Nigel Grant is joined by Kirsten "KP" Patterson, Chief Executive of the Institute of Directors (IOD), to explore what governing for growth could look like in an uncertain economic environment. Drawing on the IOD's latest thought leadership, KP unpacks why growth may not happen simply by waiting out the cycle, and why boards might need to actively govern for it rather than default to cost management alone.

    Why growth isn't automatic, AI's rise in governance, and trust as a long-term strategy

  6. Jul 9 ·  Video

    AI tools could run your portfolio, but are humans getting in the way?

    Sophisticated portfolio tools once reserved for institutional investors may now be within reach of everyday retail traders, with AI agents able to monitor stocks and execute trades automatically. Frank and Nigel explore new academic research suggesting human intervention may be doing more harm than good for investors using these tools, and what it might take to find a genuine edge when everyone has access to the same technology.

  7. Jul 7 ·  Video

    Media, Money, and the dangers of misinformation : Damien Venuto, Stuff Money Editor

    ASB Investment Podcast host Nigel Grant sits down with Damien Venuto, Money Editor at Stuff, to explore how financial media shapes the way Kiwis think about money. From the fragility gripping household sentiment right now, to the dangers of following a single financial influencer, to why holding an individual stock for years may not pay off the way you think, Damien brings a sharp, independent lens to the stories behind the numbers.

    Media, Money, and the dangers of misinformation : Damien Venuto, Stuff Money Editor

  8. Jul 2 ·  Video

    Best US quarter in 6 years, AI stocks diverge, and a Kiwi rocket company's moat play

    Frank and Nigel look back at the quarter that's just wrapped. They cover why US stocks could have had their strongest quarter in six years, what's driving the growing gap between AI-adjacent stocks and everything else, and how small caps managed a rally that's caught a few people off guard. Frank also digs into Rocket Lab's recent moves and what they could suggest about building a durable competitive moat.

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About

A show that brings you the latest market updates and insights to help you make smart investment decisions.

Information

  • Creator
    ASB Bank
  • Years Active
    2019 - 2026
  • Episodes
    143
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    ASB Investment Podcast