The Monday Call

Dec 11 2024 82 ep. 51 mins 37

The Monday Call Podcast artwork

This is the Monday Call, brought to you by NZ Funds. It’s about financial markets - where they are now, and where we think they’re headed. It’s not just about share market movements or changes in bond prices. It’s about new technologies and crypto assets. It’s about decarbonisation, commodities, and how geopolitical events can change the direction of the global economy. Every week, we talk to the innovators and commentators, the fund managers and headline makers, to gain insights into the new market realities. It’s a global view of finance from a uniquely New Zealand perspective, keeping Kiwi investors and financial advisers up to date with the latest market news.

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2024 in review: How the return to a ‘normal’ economy led to a record year

Dec 11 2024 59 mins

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 markets. At the start of the year, the average forecaster predicted just a 3% increase in the United States stock market – yet markets surged far beyond those expectations. In this year-in-review podcast, we’ll unpack the key tren

Investor, Surfer, Freethinker: The Contrarian’s Playbook with Hugh Hendry

Nov 24 2024 66 mins

Hugh Hendry is an award-winning hedge fund manager, investment thought leader, and surfer. He founded Eclectica in 2005, a London-based global macro fund known for its high-conviction, contrarian approach. Shortly after launching Eclectica, Hugh gained recognition with impressive returns of 50% in its second year and over 30% in 2008 during the height of the Global Financial Crisi

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

Nov 11 2024 60 mins

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

Thriving in chaos: Share markets defy global challenges

Oct 13 2024 44 mins

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 Br

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

Sep 29 2024 33 mins

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 bor

Revving up: Navigating change in banking and financial services

Sep 15 2024 53 mins

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.

Beyond Big Tech - why market confidence is growing

Sep 01 2024 49 mins

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 signs of recovery. Mark Brooks joins Stephan Clark to break down the major factors shaping markets.

The global growth of crypto and Binance

Aug 18 2024 51 mins

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

Full Speed Ahead – Fintech in New Zealand

Aug 04 2024 41 mins

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

2024 – halftime review and outlook

Jul 29 2024 52 mins

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, th