The Monday Call

The Monday Call

By New Zealand Funds Management LimitedBusinessInvesting
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The Monday Call episodes

  • A View from the North – Global Market Opportunities with Syzygy’s James Grigor

    The suspense of the U.S. election, mounting government budget pressures, persistent inflation concerns in key economies, global power shifts, and new technologies are driving a complex, opportunity-rich environment for investors with longer time horizons.
    In this episode we explore this shifting environment with London-based James Grigor, Partner at Syzygy Investment Advisory and NZ Funds alumnus. Syzygy is a global macro asset management that serves sovereign wealth funds and family offices and is one of a select group of managers with which NZ Funds partners.

    1 hr 1 min
  • Thriving in chaos: Share markets defy global challenges

    United States, European and Japanese share markets have delivered solid gains this year, defying global challenges. The United States economy is also showing remarkable resilience. But how can markets thrive in the face of so much uncertainty? Elections, geopolitical crises, weather events, high interest rates and inflation should all weigh on markets… shouldn’t they?
    Mark Brooks, Chief Investment Officer at NZ Funds, and Stephan Clark, Chief Client Officer, explain why markets often react before economic data catches up. They'll cover key topics like the upcoming US elections, surprisingly strong job creation in the US, China’s stimulus efforts, geopolitical risks, and changes in global interest rates - and what all of this means for the New Zealand economy.

    45 min
  • Red Zone Rescue | Tenby Powell, Founder, Kiwi K.A.R.E

    With millions of Ukrainians displaced and amid constant missile attacks, former Tauranga mayor Tenby Powell took action by founding Kiwi Aid & Refugee Evacuation (Kiwi K.A.R.E.). He moved to Ukraine to deliver medical and humanitarian aid to ‘Red Zones’ near the frontline.
    Join us for a discussion with Tenby, calling in from Warsaw, as he shares how Kiwi K.A.R.E. was born, how his military and business experiences shaped its mission, the charity’s latest initiatives, and the most powerful moments from his time so far in Ukraine.

    34 min
  • Revving up: Navigating change in banking and financial services

    Banks and financial institutions are essential for driving economic growth. Without the right policy settings in place, economies slow.
    We spoke with Phil Doak, Partner at Mosaic, to explore the shifting landscape that banks, insurers and fund managers are navigating, along with the key regulatory initiatives the Government has underway.

    54 min
  • The global growth of crypto and Binance

    The crypto world has come a long way since Bitcoin's inception. From the early hype of altcoins to the rise of decentralised finance, crypto is rapidly evolving, challenging concepts of money and finance. Today, crypto is increasingly mainstream with a growing list of traditional financial institutions offering crypto products, such as exchange-traded crypto funds approved by the US Securities and Exchange Commission.
    One of the key players in this space is Binance. Founded in 2017, Binance quickly became a dominant force in the crypto industry, establishing itself as the world's largest cryptocurrency exchange and processing an impressive $76 billion in trades daily.
    This week, we're excited to welcome Ben Rose, the General Manager for Binance in Australia and New Zealand. We'll be discussing Binance's role in the crypto market, the evolution of the sector, and Ben's insights on the future of crypto.

    52 min
  • Full Speed Ahead – Fintech in New Zealand

    A decade ago, fintech was New Zealand's fifth-largest tech subsector, generating a modest $161 million in revenue. Today, it has rocketed to over $2.6 billion with an ever-growing list of ambitious entrepreneurs forging ahead.

    This week, we're joined by Greg Shanahan, Managing Director of the Technology Investment Network (TIN), to discuss the evolution, history and future of fintech in New Zealand and TIN's newly published Fintech Report 2024.

    42 min
  • 2024 – halftime review and outlook

    This week Mark Brooks, Chief Investment Officer at NZ Funds will join Stephan Clark to discuss the outlook for the remainder of 2024 and how NZ Funds’ Portfolios are positioned for a second half of the year that will not be short of market moving events. Mark will talk through what the United States presidential election in November is likely to mean for NZ Funds’ investors, the prospect that interest rate cuts will be seen in New Zealand before the end of the year and why we think the bad news is well and truly priced into New Zealand shares.

    53 min
  • Noise, Signals and Investing Success with Kate Howitt

    Recognised by Citywire as one of the top female portfolio managers globally and the only one based in Australasia, Kate Howitt built an impressive track record over 15 years managing the Australian Opportunities Fund at Fidelity International, a global investment house with over $1 trillion under management.


    Kate’s investment approach focused on finding attractively valued companies with strong competitive positions and management teams. After stepping down from Fidelity, Kate now focuses on governance and advisory roles, including at Boston Consulting Group, and remains a sought-after business commentator in Australia.


    Join us as we ask Kate how she became a portfolio manager, how her investment approach evolved, why she’s optimistic about Australia’s outlook, why more women should pursue careers in financial services, and how to cut the noise and see the signals needed for investing success.

    1 hr 7 min
  • Defeating the invisible thief: Investing to mitigate inflation

    Inflation, the invisible thief, reduces the purchasing power of your money. As the cost of living increases over time, it can be a challenge to preserve the value of your savings. To address this, NZ Funds maintains the Inflation Category, a portfolio series with investments specifically selected for their ability to grow earnings above inflation over the long run. This includes global and domestic investments across infrastructure, utilities and property.


    This week Mark Brooks, Chief Investment Officer, and Casey Keiper, Portfolio Manager, at NZ Funds will join Stephan Clark for a deep dive into the Inflation Category. They will discuss the role of inflation assets and defensive shares in a well-constructed diversified portfolio, explain how NZ Funds invests to mitigate the impact of inflation, and share case studies from NZ Funds' Inflation Category.


    Join us for this insightful discussion on a topic front of mind for investors over recent years.

    53 min

About The Monday Call

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