The Monday Call
Episodes
Iran Attack Update | Oil Surges, Equities Resilient
08 Mar 2026
Contributed by Lukas
The recent escalation in the Middle East delivered a sharp geopolitical shock. Coordinated United States-Israel strikes on Iranian military targets, f...
Special Edition | Iran Attack
01 Mar 2026
Contributed by Lukas
Hear how client portfolios are positioned for events in Iran. Headlines and markets move fast. Stay informed with this special edition of the Monday C...
The 2026 Market Miracle: Why Patience Could Pay Big
22 Feb 2026
Contributed by Lukas
Last year rewarded steadfast, diversified investors with solid returns. This year, the focus shifts to positioning for what’s next. Expectations are...
Bullet Trains and Bull Markets: Notes from the Goldman Sachs Global Macro Conference
08 Feb 2026
Contributed by Lukas
For our first Monday Call of the year, we report back from the Goldman Sachs Global Macro Conference Asia Pacific, a closed-door, highly anticipated H...
The year in markets | Signals, shifts and opportunities for 2026
07 Dec 2025
Contributed by Lukas
Join us as we look back on the key themes that shaped markets in 2025, and the opportunities emerging for investors in 2026. 2025 has been defined by ...
Cracking the interest rate code | A research-driven approach for smarter portfolios
23 Nov 2025
Contributed by Lukas
Interest rates remain one of the most powerful forces shaping investment outcomes, and understanding the four phases of the interest-rate cycle (hikin...
The NZ Funds Knowledge Series | Equal Weighting and Downside Mitigation
10 Nov 2025
Contributed by Lukas
The way investors build share portfolios is changing. With markets increasingly driven by a handful of big companies and traditional diversification o...
Spring insights – What’s driving markets?
28 Sep 2025
Contributed by Lukas
As the third quarter draws to a close, we look back on the perspectives we shared at mid-year. We were right to remain confident: growth prospects for...
Coneybeer on going global – Capital, connections & chilly bins
15 Sep 2025
Contributed by Lukas
What happens when a leading Silicon Valley investor turns his focus to New Zealand? Rob Coneybeer, Co-Founder of Shasta Ventures, has backed global su...
The NZ Funds Knowledge Series | Gold, Bitcoin and Downside Mitigation
31 Aug 2025
Contributed by Lukas
Diversification doesn’t mean what it used to. In a world where the old 60/40 equity-bond model is breaking down, investors must rethink how they con...
Beyond the AI Algorithm - Entrepreneurship, Tech, Investing
18 Aug 2025
Contributed by Lukas
“Anyone who says they are an AI expert is lying!” In a world of rapid technological change, developments move so fast that it’s difficult for an...
Building resilience | NZ Funds' Inflation Strategies
03 Aug 2025
Contributed by Lukas
Inflation might not seem like an everyday threat, but over time, it can significantly impact your financial well-being. As prices rise steadily, the v...
Digital Assets, Blockchain and the Future of Value
23 Jul 2025
Contributed by Lukas
What happens when the rules of value change? From the rise of blockchain to tokenised assets, a quiet revolution is reshaping everything from money to...
Six months down, six more to go
08 Jul 2025
Contributed by Lukas
Global forces are driving significant structural changes to the economy, creating challenges and opportunities. While tariffs and geopolitical tension...
Growing Kiwi Giants - Trade Me & Xero
22 Jun 2025
Contributed by Lukas
New Zealand’s tech sector has produced major success stories, and Rowan Simpson has been behind many of them. As a founding team member of Trade Me ...
Policy, Power and Possibilities
09 Jun 2025
Contributed by Lukas
Economic and political tides are shifting. Australia’s new government is tackling low growth and rising fiscal pressure head-on, as New Zealand trie...
Bitcoin, Budgets, and Bounces
26 May 2025
Contributed by Lukas
The last three months have been packed with headlines and market moves: shares dropped sharply before bouncing back, Bitcoin hit new highs, and govern...
Property in New Zealand – Highs, Lows and the Unknown
12 May 2025
Contributed by Lukas
Is property ownership still the Kiwi dream - or has it lost its sparkle? With interest rates falling, rents rising and prices stagnating, the housing ...
Accelerating adoption - How institutions are embracing cryptocurrency
28 Apr 2025
Contributed by Lukas
Since the 2024 United States election, cryptocurrency has gained legitimacy as an asset class in the eyes of regulators. This shift has facilitated in...
Understanding the tariff landscape - Implications for New Zealand and global markets
13 Apr 2025
Contributed by Lukas
It is an understatement to say that a lot has happened over the first two weeks of April. On this The Monday Call we discuss the motivation behind the...
New Zealand shares – Poised for a rebound?
01 Apr 2025
Contributed by Lukas
Are New Zealand shares finally poised for a turnaround? Since the COVID lockdowns, the New Zealand share market has struggled, down 12%, while the Uni...
Feelings, fundamentals and share market swings
17 Mar 2025
Contributed by Lukas
Less than a month ago, the S&P 500 hit a record high. Now it’s down 10%, sparking media headlines. But despite the drop, United States shares ar...
Superpowers, cyberwars and hackers – Who’s really in charge?
03 Mar 2025
Contributed by Lukas
The global order is shifting with rising autocracies, evolving alliances, and rapid technological advancements redefining international stability, tra...
Trade wars, tariffs and New Zealand’s road to recovery.
18 Feb 2025
Contributed by Lukas
The New Zealand economy is turning a corner, with green shoots replacing red flags and confidence inching its way back. But global uncertainty remains...
Beyond the US – Will other markets shine in 2025?
04 Feb 2025
Contributed by Lukas
In our first Monday Call for 2025, we welcome Mark Brooks, Chief Investment Officer at NZ Funds, to discuss the key themes shaping the investment land...
2024 in review: How the return to a ‘normal’ economy led to a record year
12 Dec 2024
Contributed by Lukas
The global economy’s return to normality in 2024 fuelled the continuation of the bull market that began in 2022, delivering a record year for many m...
Investor, Surfer, Freethinker: The Contrarian’s Playbook with Hugh Hendry
24 Nov 2024
Contributed by Lukas
Hugh Hendry is an award-winning hedge fund manager, investment thought leader, and surfer. He founded Eclectica in 2005, a London-based global macro ...
A View from the North – Global Market Opportunities with Syzygy’s James Grigor
12 Nov 2024
Contributed by Lukas
The suspense of the U.S. election, mounting government budget pressures, persistent inflation concerns in key economies, global power shifts, and new...
Thriving in chaos: Share markets defy global challenges
14 Oct 2024
Contributed by Lukas
United States, European and Japanese share markets have delivered solid gains this year, defying global challenges. The United States economy is also...
Red Zone Rescue | Tenby Powell, Founder, Kiwi K.A.R.E
29 Sep 2024
Contributed by Lukas
With millions of Ukrainians displaced and amid constant missile attacks, former Tauranga mayor Tenby Powell took action by founding Kiwi Aid & Re...
Revving up: Navigating change in banking and financial services
16 Sep 2024
Contributed by Lukas
Banks and financial institutions are essential for driving economic growth. Without the right policy settings in place, economies slow. We spoke wit...
Beyond Big Tech - why market confidence is growing
01 Sep 2024
Contributed by Lukas
After a volatile August, the US share market is reaching new highs. Closer to home, the NZX50 is below the peak of 2021, but the market is showing si...
The global growth of crypto and Binance
18 Aug 2024
Contributed by Lukas
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 r...
Full Speed Ahead – Fintech in New Zealand
04 Aug 2024
Contributed by Lukas
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 ...
2024 – halftime review and outlook
30 Jul 2024
Contributed by Lukas
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 Fund...
Noise, Signals and Investing Success with Kate Howitt
17 Jul 2024
Contributed by Lukas
Recognised by Citywire as one of the top female portfolio managers globally and the only one based in Australasia, Kate Howitt built an impressive tra...
Defeating the invisible thief: Investing to mitigate inflation
17 Jul 2024
Contributed by Lukas
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 preser...
Succession: It doesn’t have to be a drama
19 Jun 2024
Contributed by Lukas
With over 500,000 small and medium-sized enterprises (SMEs) in New Zealand, business owners eventually face the question of selling to a third party o...
Investment themes: one of these things is not like the other.
30 May 2024
Contributed by Lukas
Financial markets often have forces pulling prices in different directions, yet there are times when they move in unison. Investors who respond to cha...
Ctrl+Alt+Invest: Opportunities in tech
23 May 2024
Contributed by Lukas
Founder and Chief Investment Officer of the NASDAQ-listed Spear Alpha ETF (SPRX), Ivana Delevska built her career investing in technology companies. W...
Behind the numbers: Evolution or revolution in the accounting sector
07 May 2024
Contributed by Lukas
The accounting profession plays a critical role in the New Zealand economy by providing transparent financial reporting, audits, tax compliance and ad...
Thoughts on the market
26 Apr 2024
Contributed by Lukas
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 quarte...
Green shoots in the New Zealand economy.
20 Mar 2024
Contributed by Lukas
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 i...
A global viewpoint | Interview with Gary Paulin, Head of Global Strategic Solutions, Northern Trust
03 Mar 2024
Contributed by Lukas
This week we are joined by Gary Paulin, Head of Global Strategic Solutions at Northern Trust, one of the largest banking institutions in America. Nort...
Is residential property gearing up for a comeback?
28 Feb 2024
Contributed by Lukas
The residential housing market looks to be turning a corner after a longer period of sluggishness. Market forces are tugging in different directions....
2024 Investment Outlook
28 Feb 2024
Contributed by Lukas
What will the year bring for investment markets?
Kieran Read – thinking long term to achieve big goals
20 Dec 2023
Contributed by Lukas
Kieran talks about the valuable lessons learned as captain, goal-setting and team support in achieving long-term objectives.
Investment Team – five reasons to be optimistic in a world full of pessimism
19 Dec 2023
Contributed by Lukas
NZ Funds discuss five key reasons giving confidence that financial markets are set to resume their upward march, sooner rather than later. Accurate a...
Jarrod Kerr – are we winning the war on inflation?
27 Nov 2023
Contributed by Lukas
Kiwibank’s Chief Economist Jarrod Kerr discusses the current economic data, including the recent inflation print. Accurate as at 30 October 2023. P...
Mike Frith – economic outlook from NZ’s largest asset manager
09 Nov 2023
Contributed by Lukas
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...
Investment Team – diversified assets for long-term returns
24 Oct 2023
Contributed by Lukas
Mark Brooks and Stephan Clark discuss different asset classes and how a diversified portfolio over time outplays single assets. Accurate as at 2 Octo...
James Grigor – navigating a complex investment environment
03 Oct 2023
Contributed by Lukas
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 ...
Mike King – Awareness to Action, on Mental Health in New Zealand
15 Sep 2023
Contributed by Lukas
Mike joins us for a conversation on supporting one another and leading a positive and productive life, both in our homes and at work. — Where to fin...
Investment Team – opportunities down under
15 Sep 2023
Contributed by Lukas
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...
Reinier Dobbelmann – semiconductors, AI and investing in technology
15 Aug 2023
Contributed by Lukas
Reinier discusses semiconductors, Nvidia’s market position, and why AI can be likened to a bullwhip. Accurate as at 7 August 2023. Past performance...
Investment Team – recovery, expansion, slowdown or contraction?
03 Aug 2023
Contributed by Lukas
Mark Brooks & Stephan Clark make sense of the current economic data and discuss how NZ Funds is positioning client portfolios. Accurate as at 24 ...
Nigel Latta – retire to something, not from something
31 Jul 2023
Contributed by Lukas
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.
Michael Hanson – AI opportunities for investors
13 Jul 2023
Contributed by Lukas
We speak to Michael Hanson from US-based Fisher Investments on the potential investment opportunities of AI. Accurate as at 26 June 2023. Past perfor...
Tax matters – cash, interest rates and the benefits of PIEs
20 Jun 2023
Contributed by Lukas
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...
Theresa and Angela Gattung – driving positive change.
29 May 2023
Contributed by Lukas
Theresa and Angela speak to us about how they're driving positive change & empowering women through the Gattung Foundation.
Aaron Anderson – is this the beginning or end for the U.S. banking crisis?
24 May 2023
Contributed by Lukas
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. ...
KiwiSaver Update – how to make the most of it to build your savings
04 May 2023
Contributed by Lukas
The NZ Funds Private Wealth team share key facts about KiwiSaver and discuss why savings are so important. Accurate as at 24 April 2023. Past performa...
Lewis Gradon – what’s important to a high-growth healthcare company?
31 Mar 2023
Contributed by Lukas
We talk to the F&P Healthcare CEO about his 40-year career and what’s been fundamental to the company’s success.
Andrew Curtayne – how have share market valuations changed?
22 Mar 2023
Contributed by Lukas
Andrew Curtayne examines the long-term returns that investors have seen in global markets. Accurate as at 13 March 2023. Past performance is not nec...
Phillip Mills – How one Kiwi business has kept healthy over 50 years
06 Mar 2023
Contributed by Lukas
We talk to Phillip about resilience and building a successful international business while keeping roots firmly in NZ.
Investment Team – Drivers of returns for investors in 2023
21 Feb 2023
Contributed by Lukas
Our Investment Team discuss the outlook and opportunities for the year ahead. Accurate as at 13 Feb 2023. Past performance is not necessarily an indic...
Investment Team – Market volatility, is it an opportunity?
21 Dec 2022
Contributed by Lukas
Our team discusses the big events that impacted financial markets in 2022 and the potential opportunities they see for investors next year. Accurate a...
Alex Edmans – Can we all get a slice of the pie?
14 Dec 2022
Contributed by Lukas
We discuss with Alex how businesses can deliver for both investors and society.
Andrew Eagles and Nick Robertson – Can green building earn $42b?
08 Dec 2022
Contributed by Lukas
Andrew Eagles and Nick Robertson join us to discuss the future of NZ building practices.
John and Maury Penno – time for NZ businesses to move the dial
30 Nov 2022
Contributed by Lukas
John and Maury Penno from Leaft Foods join us to discuss the future of NZ agriculture.
Zoe Wallis – Will New Zealand achieve a soft landing?
27 Nov 2022
Contributed by Lukas
Zoe Wallis, Chief Economist at Deloitte, on her outlook for the New Zealand economy
Investment Team — What triggered a ‘buy everything’ share market surge?
16 Nov 2022
Contributed by Lukas
The Investment Team discuss the big themes that have been shaping markets, and review our own performance. Accurate as at 14 Nov 2022. Past perf...
David Bell – The Revolution in Online Consumer Retail
09 Nov 2022
Contributed by Lukas
David Bell explains how online entrepreneurship is more accessible than ever.
Jason Young – How much is too much reliance on China?
02 Nov 2022
Contributed by Lukas
China expert Jason Young joins us to unpack what Xi Jinping’s third term could mean for NZ.
Sinead Boucher & Duncan Greive on the current state of New Zealand media
26 Oct 2022
Contributed by Lukas
The CEOs of Stuff & The Spinoff join us to discuss where Kiwi journalism is headed.
Nick Farr-Jones – leadership in elite sport and business
13 Oct 2022
Contributed by Lukas
Nick Farr-Jones recently joined NZ Funds for a series of investment briefings. We catch up with him to discuss what he’s learned about leadership ov...
John Flint – leading the investment in the UK’s net-zero future
06 Oct 2022
Contributed by Lukas
The growing crisis in Europe and the UK is highlighting the increasing urgency of energy self-sufficiency. And in a decarbonising world, that energy n...
Jo Masters – the economic view from across the Tasman
26 Sep 2022
Contributed by Lukas
We speak to Jo Masters, Barrenjoey’s Chief Economist, about Australia’s economic outlook. Why are inflation expectations there different to New Ze...
Investment update – is market volatility an opportunity?
14 Sep 2022
Contributed by Lukas
Our Investment Team discuss the big themes that shaped the market in Q3 2022. Was the share market bounce a bear market rally? What’s the state of p...
Sebastian Mallaby – how venture capital changed the world
14 Sep 2022
Contributed by Lukas
Award-winning author Sebastian Mallaby joins us to discuss his latest book The Power Law: Venture Capital and the Making of the New Future, which tell...
Melissa Clark-Reynolds on the future of New Zealand business
01 Sep 2022
Contributed by Lukas
Futurist and Professional Director Melissa Clark-Reynolds discusses her long career at the forefront of New Zealand’s tech sector. And she shares he...
Nick Goodall with the latest on the NZ housing market
25 Aug 2022
Contributed by Lukas
We catch up with CoreLogic’s Head of Research Nick Goodall to discuss all things property. How high will rates go? Where is the market softest...
Janine Grainger and Simon Denny – Kiwis at crypto’s frontier
23 Aug 2022
Contributed by Lukas
We’re joined by two Kiwi crypto innovators. Artist Simon Denny and Chief Executive of Easy Crypto Janine Grainger talk about their remarkable career...
Katherine Sandford on taking UBCO to the world
03 Aug 2022
Contributed by Lukas
UBCO – “the world’s toughest electric adventure bike” – is a great Kiwi innovation story. UBCO’s Chief Executive Katherine Sandford joins ...
Kirk Hope on the uncertain outlook for Kiwi businesses
26 Jul 2022
Contributed by Lukas
BusinessNZ Chief Executive Kirk Hope joins us to discuss the uncertain outlook for Kiwi businesspeople. Why is New Zealand falling in several global c...
Retirements are getting longer. Are we ready?
20 Jul 2022
Contributed by Lukas
With rising living costs and declining home ownership rates, how do we provide enough for the growing number of retirees? We’re joined by Retirement...
Is New Zealand ready for the green energy revolution?
12 Jul 2022
Contributed by Lukas
The transition to a carbon-neutral world is under way, but there are still huge challenges ahead. Adolf Stroombergen, Chief Economist at Infometrics, ...
Jonty Kelt – backing tech founders to change the world
05 Jul 2022
Contributed by Lukas
New Zealander Jonty Kelt has had a front row seat at some of the most radical changes in the digital economy. After holding senior roles at Google an...
Ruth Richardson on the dangers ahead for the New Zealand economy
27 Jun 2022
Contributed by Lukas
With high inflation, global trade disruptions, and no immigration to drive growth, New Zealand’s economic policymakers are facing the toughest choic...
Sophie Hallwright on how The Curve helps women to invest
21 Jun 2022
Contributed by Lukas
The Curve aims to close the financial knowledge gap for New Zealand women. Co-founder Sophie Hallwright joins us to discuss who The Curve is reaching,...
Markets in 2022 – a cause for concern or a return to normal?
14 Jun 2022
Contributed by Lukas
Financial markets around the world have been extremely volatile this year. The NZ Funds Investment Team discuss the current state of play and outline ...
Dairy – what’s the future of our biggest export industry?
01 Jun 2022
Contributed by Lukas
Covid-19, rising shipping costs and the war in Ukraine are creating exceptional challenges for our dairy industry. Synlait’s new CEO Grant Watson jo...
Budget 2022 – has the Government got the balance right?
26 May 2022
Contributed by Lukas
Concerns about rising living costs are at the heart of the 2022 Budget. But has the Government got their spending right?
Fund update – update on crypto positions
22 May 2022
Contributed by Lukas
With the collapse of stable coin Terra, crypto volatility has once again been grabbing headlines around the world. In this fund update, our Chief Inve...
Cameron Bagrie on the tough economic road ahead for NZ
17 May 2022
Contributed by Lukas
The economic outlook for New Zealand has changed dramatically in the face of persistently high inflation. Leading economist Cameron Bagrie joins us to...
Fund update — the numbers for April
11 May 2022
Contributed by Lukas
In April, financial markets around the world continued their volatile start to the year. In this Fund Update, our Chief Investment Officer James Grigo...
Blockchain – are we on the cusp of a technological revolution?
11 May 2022
Contributed by Lukas
Blockchain could radically change the future of business. Leading blockchain expert Alex Sims joins us to discuss its potential applications and uses ...
How high will interest rates go?
03 May 2022
Contributed by Lukas
Kiwibank Chief Economist Jarrod Kerr joins us to discuss the inflation outlook and where interest rates are likely to head. What will persistently hig...
Daniella Woolf on the future of responsible investing
11 Apr 2022
Contributed by Lukas
Is responsible investing a force for global change? Leading London-based consultant Daniella Woolf shares her insights from the forefront of the ESG...
The Warehouse Group – growing Kiwi retail in a changing world
05 Apr 2022
Contributed by Lukas
We're joined by Warehouse Group CEO Nick Grayston and CFO Jonathan Oram. We look at the Group’s solid performance, despite Covid-19 headwinds. And w...