NZX Opening Bell

Almost every Kiwi has an insurance policy. Very few know what's happening behind the scenes at the companies they trust to pay out when it matters.
Paul Johnston, CEO of Tower, joins Joseph Shuker on the Opening Bell podcast. Tower has been around for 155 years and has spent the last decade transforming how it operates, going from legacy systems to a cloud based platform and simplifying hundreds of products down to just 14.
Paul talks about how the insurance industry is changing, what it looks like to serve customers across every demographic, how Tower is using AI and technology to make the experience faster and more personal, how they're adapting to more frequent and more severe weather events, and where he sees the industry heading next

Cinema isn't dying. It's being upgraded, and a Kiwi company is right in the middle of it.
Stuart Dickinson, CEO, and Susan Peterson, Chair of Vista Group, join Joseph Shuker on the Opening Bell podcast. Vista Group is a New Zealand company whose software powers almost half the world's cinemas. From booking your ticket to the operations behind the screen, its technology runs the show.
Stuart and Susan talk about the cloud transformation reshaping their business, how the cinema experience is evolving beyond just watching a film, what it takes to stay relevant as a tech company for 30 years, and why they believe the best days of moviegoing are still ahead.

Before a product reaches you, it has to be made, stored, and shipped. The buildings where that happens are a bigger part of the economy than most people realise.
Craig Peirce, Chief Finance and Operating Officer at Property for Industry, joins Joseph Shuker on the Opening Bell podcast. PFI is an industrial property company listed on the NZX, owning more than 90 properties valued at over two billion dollars. Warehouses, distribution centres, and manufacturing facilities for some of the biggest names in New Zealand business.
Craig talks us through why their recent two hundred million dollar bond raise came in oversubscribed, what goes into turning ageing industrial sites into modern Green Star buildings, how industrial property stacks up against residential as an investment, and what thirty-two consecutive years of growing dividends says about the business.

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.