NZX Opening Bell

From data centers and renewable energy to airports and telco, the infrastructure behind tomorrow's economy doesn't build itself.
Jason Boyes, CEO of Infratil, joins us on the Opening Bell podcast. Infratil is one of New Zealand's largest listed companies, investing in infrastructure businesses across the world. Data centers in Australia and the UK, renewable energy in the US, Wellington Airport and One NZ here at home.
Jason talks about the decision to invest in data centres and renewable energy long before the AI boom, how they build a portfolio that balances reliable cash flow with forward looking bets, knowing when to cut an investment that isn't working and learning from mistakes, and a project that could see solar energy shipped from an Indonesian island into Singapore.

With volatile markets back in the headlines and the global landscape shifting fast, one of the world's biggest asset classes is quietly becoming one of the most interesting. 
Sachin Gupta, portfolio manager at PIMCO, joins us on the Opening Bell Podcast to talk about the case for global fixed income right now, what the current geopolitical situation means for inflation and interest rates, and how New Zealand investors should be thinking about bonds as part of a balanced portfolio. He is joined in studio by Blake Etheridge, senior portfolio manager at Smartshares, who adds a local perspective on where New Zealand sits in the current global picture.

Together they cover why the bond market is more interesting today than it has been in a generation, how to think about the inflation risks ahead, and why a globally diversified fixed income allocation matters more than ever for Kiwi investors.

Disclaimer: Smartshares Limited is the issuer and manager of the Smart Exchange Traded Funds and the SuperLife range of managed investment schemes. The product disclosure statements are available at smartinvest.co.nz and superlife.co.nz/legal.

Global trade is the largest commercial arena in the world, and the technology behind it is changing fast.
Andrew Balgarnie, Chief Strategy Officer at TradeWindow, joins us on the Opening Bell podcast to talk about the NZX listed trade and logistics software company helping some of New Zealand and Australia's biggest exporters and freight forwarders get their goods out to the world. We talk about what's driving their growth, their push into the Australian market, and a new AI powered product that could change the way goods move across borders.

This podcast was recorded 17 March.

Markets are moving, headlines are noisy, and investors are looking for a steady hand to help make sense of it all.
Stuart Williams, Managing Director of Amova Asset Management New Zealand, has spent close to 30 years navigating financial markets through some of the biggest shocks in modern history. In this episode, Stu talks us through how the current geopolitical situation compares to past crises, why he believes New Zealand's economic settings are stronger than they might appear, and where he's seeing real opportunity across equities and bonds.
We also get into the KiwiSaver contribution increase, what it means for investors, and why it could be a game changer for New Zealand markets long term.

New Zealand's tech ecosystem is evolving faster than ever, and in this episode we sit down with one of the people at the very heart of it.
Marian Johnson, Chair of the NZ High Tech Trust, gives her take on the state of Kiwi tech in 2026. From the sectors leading the charge including aerospace, clean tech, biotech and AI, to why New Zealand's unique "go global from day one" mindset sets us apart on the world stage, Marian brings a perspective that is both globally informed and deeply rooted in New Zealand.
We also get into the much anticipated NZ High Tech Awards, what makes them special, what surprises her every year, and why she calls it the Oscars of the New Zealand tech industry.
Entries for the NZ High Tech Awards close 5pm on 2 March 2026. The Gala Dinner takes place Friday 22 May. To enter or grab tickets before they sell out, head to hitech.org.nz