In this shorter episode of Shared Lunch, Helen Matterson & Sharesies 3EO Leighton Roberts discuss the ongoing company earnings season, why it matters and how NZ differs to the rest of the world.
They also highlight some of the recent drama in the New Zealand and U.S. markets, and the extent of volatility this period often brings to share prices, the macro environment and the all encompassing AI trend.
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.

Earnings season and why it matters

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk.
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.

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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.

Weight loss drug boom—opportunities & risks

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.

Quick Bite: What makes a 'great New Zealand company'?

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.

How has Infratil sustained double digit growth?

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.

Quick Bite: How low will property go? Tony's take.

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.

Earnings season and why it matters

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