We’re at the halfway mark for 2023 and it seems last year’s market losers are this year’s big winners.  

The NASDAQ is up 30%, the DAX 12% - but the ASX200 is only up 2% and the NZX50 is flat. So is our part of the world struggling while the rest of the world is riding a tech and AI high?

For this month's monthly markets wrap, Damien is joined by Ashley Gardyne, Chief Investment Officer at Fisher Funds, to discuss the winners and losers for the first half of the year. 

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It’s official - New Zealand was in a period of technical recession at the beginning of this year, according to GDP figures out this month.  

Investment firms have been telling us for months that we should put our money in defensive investments that are somewhat protected from economic downturns - but major US markets are now in bull territory.  

So is this recession actually going to impact earnings, or fuel more optimism that rate increases will end?  

To help explain what to do in this confusing time, Madison is joined by Chris Smith, the New Zealand general manager of CMC Markets Asia-Pacific, to discuss what he's seeing across the investment sector. 

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There have not been any new companies listed on the NZX since December last year - so why is there such a dearth of companies publicly listing, and is there anything we can do to change that case?

For today's episode, Damien talks to consultant and former NZX head of insights Julia Jones to discuss the process of listing and the pros and cons that come into the decision making. 

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The cost of medicine is always controversial, particularly in an election year. We’ve already seen the Government scrap prescription fees to make them more accessible – but what sort of costs really go in to making and licensing medicine, and how does being publicly listed impact a drugs company?  

For this month's Business Spotlight, Madison is joined by AFT Pharmaceuticals founder and CEO Hartley Atkinson to discuss his business and how these changes could impact the industry - plus, the story behind AFT's first dividend payment and why he thinks some parts of big pharma are the enemy. 

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Over the last few weeks, Auckland Mayor Wayne Brown has attempted to get councillors on side with his desire to sell the council’s shares in Auckland Airport.    

Selling publicly owned assets always sparks controversy on both sides of the political divide, but is selling them in the favour of the entities themselves?

This week, Damien is joined by Fisher Finds portfolio manager Matt Peek to discuss the business case for selling publicly owned assets, why markets want to see more of them listed, and what an airport sale could mean for the passenger experience. 

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It's time for another look at how the markets have performed over the last month both here and overseas - and Budget 2023 has been the big story here in New Zealand. Plus, reporting season and a growing bull market from the NASDAQ have put the spotlight back on tech stocks. 

To discuss what it all means, Tamsyn is joined by Matt Peak, Portfolio Manager ‑ New Zealand Equities for Fisher Funds.

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Tomorrow is one of the biggest days of the year for the Government, as Finance Minister Grant Robertson unveils his sixth budget.  

With October’s election looking incredibly tight, this budget could sway the decision of swing voters – but with inflation and cost of living pressures, will there be any sweetners? 

For today's episode, Damien is joined by ANZ senior economist Miles Workman to discuss what we can expect, if it will have an impact on the markets, and if the savings are all just an accounting error or not. 

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Tourism is one of our country’s key industries, and as we know, has taken a massive hit over the past few years. Borders have been open for a little over a year now, and as we head into winter and the ski season, it seems fitting to check in on how this major sector is performing. 

For this month's Business Spotlight, Madison is joined by Tourism Holdings chief executive Grant Webster.to discuss how the industry is coping post-pandemic and mid-recession. 

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New Zealand's major banks are set to reveal their profits this month. 

It's a crucial time for banks as their customers start to roll of fixed interest rates on loans like mortgages to much higher rates.  

So are banks benefitting from charging borrowers more, or are they having to give that extra money to savers through better deposit rates. 

This week, our co-hosts combine as Madison and Tamsyn discuss how bank finances work - and if the latest US bank collapse is of concern to us.

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The discussion around inflation has dominated economic chat in New Zealand this month, from the soaring price of food to a lower than expected inflation rise. But what’s the story overseas, and how is that discussion being reflected in the markets? 

For April's market wrap, Tamsyn is joined by Ashely Gardyne, Chief Investment Officer for Fisher Funds, to discuss the month in markets and what it means for everyone.

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