Avsnitt
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2024 started strongly for major share markets, with the S&P 500, Nikkei 225, and EuroStoxx 50 all posting double-digit returns in the first quarter. Rising commodity prices point to ongoing global growth. Although inflation is persisting more than central banks would like, it is trending down, which is fostering optimism about interest rate cuts.Mark Brooks, Chief Investment Officer at NZ Funds, and Stephan Clark, Chief Client Officer, discuss how NZ Funds is positioning client portfolios to capture the opportunities while managing the risks of today’s dynamic environment and why New Zealand remains an important part of a diversified portfolio.
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After a period of summer optimism, the New Zealand economy continues to bounce along in a lull as higher interest rates bite, but there are signs of improvement. Our guest this week is Stephen Toplis, Head of Research in BNZ's Markets Division. Stephen provides economic and political insights at one of New Zealand’s largest banks and is routinely at the front line of corporate decision-making.
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This week we are joined by Gary Paulin, Head of Global Strategic Solutions at Northern Trust, one of the largest banking institutions in America. Northern Trust caters to institutional investors, large corporations and ultra-high net worth individuals and has over $2 trillion in assets under management and $20 trillion under custody.
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The residential housing market looks to be turning a corner after a longer period of sluggishness. Market forces are tugging in different directions. On the one front, low levels of new builds and surging population growth are pushing upwards on prices, while on the other, higher interest rates and continued unaffordability are applying the brakes.
This week, we make sense of the data with Nick Goodall, Head of Research at Core Logic. Will property prices take off again? Has housing affordability improved? Is it investors re-entering the market? And what new policies do the Reserve Bank and the new Government have planned? Join us to find out from one of New Zealand’s most prominent property experts.
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What will the year bring for investment markets?
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Kieran talks about the valuable lessons learned as captain, goal-setting and team support in achieving long-term objectives.
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NZ Funds discuss five key reasons giving confidence that financial markets are set to resume their upward march, sooner rather than later.
Accurate as at 13 November 2023. Past performance is not necessarily an indicator of future returns.
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Kiwibank’s Chief Economist Jarrod Kerr discusses the current economic data, including the recent inflation print.
Accurate as at 30 October 2023. Past performance is not necessarily an indicator of future returns.
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On this episode of the Monday Call we speak with Mike Frith, Chief Economist at the NZ Super Fund.
Accurate as at 16 October 2023. Past performance is not necessarily an indicator of future returns.
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Mark Brooks and Stephan Clark discuss different asset classes and how a diversified portfolio over time outplays single assets.
Accurate as at 2 October 2023. Past performance is not necessarily an indicator of future returns.
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We discuss the current environment with James Grigor, Partner at Syzygy Investment Advisory and alumni of NZ Funds.
Accurate as at 18 Sep 2023. Past performance is not necessarily an indicator of future returns.
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Mike joins us for a conversation on supporting one another and leading a positive and productive life, both in our homes and at work.
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Mark Brooks, Casey Keiper and Stephan Clark dig into some of NZ Funds’ largest local investments.
Accurate as at 29 August 2023. Past performance is not necessarily an indicator of future returns. -
Reinier discusses semiconductors, Nvidia’s market position, and why AI can be likened to a bullwhip.
Accurate as at 7 August 2023. Past performance is not necessarily an indicator of future returns.
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Mark Brooks & Stephan Clark make sense of the current economic data and discuss how NZ Funds is positioning client portfolios.
Accurate as at 24 July 2023. Past performance is not necessarily an indicator of future returns.
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We’re joined by Nigel Latta for a discussion about preparing for retirement, how best to set goals and strategies to prioritise what truly matters.
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We speak to Michael Hanson from US-based Fisher Investments on the potential investment opportunities of AI.
Accurate as at 26 June 2023. Past performance is not necessarily an indicator of future returns.
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We discuss interest rates and inflation, PIEs and how investors are using the NZ Funds Cash Portfolio to deploy their capital.
Accurate as at 12 June 2023. Past performance is not necessarily an indicator of future returns.
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Theresa and Angela speak to us about how they're driving positive change & empowering women through the Gattung Foundation.
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We talk to Aaron Anderson, Senior Vice President of Research at U.S. based Fisher Investments about key market topics.
Accurate as at 5 May 2023. Past performance is not necessarily an indicator of future returns.
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