OCR cut, tariffs & turbulence: What does it mean for you?
Join ASB Senior Economist Chris Tennent-Brown and host Nigel Grant (Head of Wealth Product, ASB) as they unpack the latest shifts in the local and global economic landscape. They discuss the Reserve Bank’s OCR cut, the latest on US tariffs, and rising global uncertainty. Hear what all of this means for mortgage rates, term deposits and investors. Plus, how ASB has positioned portfolios to handle market volatility.
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33:52
Investing in infrastructure: The $1 trillion challenge
Host Nigel Grant is joined by Will Thomson (Managing Director, Global Infrastructure Partners) and Matt Dobbs (Head of Infrastructure, ASB) to unpack infrastructure as an investment class and its impact on both society and economic growth. They discuss the role of public and private capital, New Zealand’s $1 trillion infrastructure challenge, and global trends shaping the sector. Plus, key takeaways from the recent Infrastructure Investment Summit in Auckland.
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This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 17/03/2025. Comments made by BlackRock employees here represent BlackRock’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
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29:25
Geopolitics and economics: A global outlook for investors
Host Nigel Grant sits down with Elliot Hentov (Chief Geopolitical Strategist, State Street Global Advisors) to discuss critical trends shaping the global economy and financial markets. From the key policy drivers impacting the US economy in 2025 and China’s evolving economic strategy, to Europe’s fiscal challenges and the geopolitics of energy, they explore what these dynamics mean for investors. Plus, Elliot shares insights into the future of digital assets and how blockchain technology may influence global investing.
This podcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, and do not necessarily represent the views of State Street or its affiliates. Any such views are subject to change at any time based upon market or other conditions and State Street disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of State Street. Neither State Street nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Please consult your tax or financial advisor for additional information concerning your specific situation. This video cannot be used for commercial purposes, and should only be used in the specific countries as restrictions exist with some products and services marketed globally.
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27:52
Seizing opportunity amid market volatility: 2024 reflections and 2025 outlook
Host Nigel Grant is joined by David Griffith (Head of Multi Asset Solutions, BlackRock) and John Smith (Head of Asset Management, ASB) to reflect on ASB’s strong portfolio performance in 2024 and share their outlook for 2025. They discuss key drivers including global equities, gold, and currency positioning, and emphasise the importance of diversification and strategic asset allocation in navigating ongoing market volatility.
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This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 17/03/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
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28:27
Markets in 2025: Top Risks and Opportunities with Harbour Asset Management
Host Nigel Grant is joined by Chris Wilson (Co-CEO) and Chris Di Leva (Head of Multi Asset & Global Investments) from Harbour Asset Management to discuss their recent report on the key risks and opportunities they see shaping markets in 2025. They discuss macro-economic trends, geopolitical tensions, and the intersection of AI and climate. Plus, the inflation outlook and future of private market investment in New Zealand.
New Zealand