The Monday Call

著者： New Zealand Funds Management Limited
無料で聴く

  • サマリー

  • 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.
    New Zealand Funds Management Limited
    続きを読む 一部表示

あらすじ・解説

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.
New Zealand Funds Management Limited
個人ファイナンス 経済学
続きを読む 一部表示
エピソード
  • Understanding the tariff landscape - Implications for New Zealand and global markets

    Understanding the tariff landscape - Implications for New Zealand and global markets
    2025/04/13

    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 Tariff announcement from the United States, our view of the last 10 days and scenarios for the path ahead.This session will cover:• the initial and subsequent tariff announcements• what tariffs could mean for the United States, New Zealand and global economies• how NZ Funds is positioning client portfolios• smart steps for longer-term investors to consider.Download the presentation here.
    続きを読む 一部表示
    55 分
  • New Zealand shares – Poised for a rebound?

    New Zealand shares – Poised for a rebound?
    2025/04/01

    Are New Zealand shares finally poised for a turnaround? Since the COVID lockdowns, the New Zealand share market has struggled, down 12%, while the United States market has surged 69%. With local shares lagging, is this the moment for a rebound?


    Mortgage rates have stabilised, consumer spending is on the rise, and farmers and exporters are back at the forefront. With valuations looking more attractive than ever, where are the biggest opportunities to capitalise on this shift?


    This week, Casey Keiper, Portfolio Manager at NZ Funds, joins James Grigor, Investment Strategist, to discuss the outlook for New Zealand shares and the factors driving the potential recovery. Join us to learn how NZ Funds, as an active manager, is positioning client portfolios to seize these emerging opportunities.
    続きを読む 一部表示
    1 時間 2 分
  • Feelings, fundamentals and share market swings

    Feelings, fundamentals and share market swings
    2025/03/17

    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 are still up over 8% in the past year. Market swings like this are normal, and not all global markets are reacting the same way. While Trump’s trade policies dominate the conversation, they’re just one piece of a bigger picture.


    This week, Mark Brooks, Chief Investment Officer at NZ Funds, joins James Grigor, Investment Strategist, to discuss these market swings. Is this a routine correction or something bigger? Are recession concerns justified, or is the noise drowning out the facts? With Trump touting economic strength while markets retrace, what’s the bigger risk – staying in or stepping out? And how can long-term investors use volatility to their advantage?
    続きを読む 一部表示
    49 分

The Monday Callに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。