The NZ Funds Knowledge Series | Gold, Bitcoin and Downside Mitigation
Diversification doesn’t mean what it used to. In a world where the old 60/40 equity-bond model is breaking down, investors must rethink how they construct portfolios. NZ Funds’ latest research shows how overlays in gold, copper, Bitcoin, and tail-risk hedging can reshape outcomes and boost returns while controlling systemic risk.This week, we'll take a dive inside NZ Funds' recent Portfolio Optimisation Paper. From gold’s role as a diversifier, to multi-asset overlays that incorporate Bitcoin, to Universa’s tail-risk strategies, they explore how modern portfolio construction goes beyond bonds to achieve resilience in uncertain times.Markets today demand more dynamic thinking. The data shows that with the right overlays, investors can earn higher compounded returns while keeping risks in check. Join James and Stephan as they break down the next evolution in portfolio optimisation._____The presentation referenced in this video can be downloaded here - www.nzfunds.co.nz/emailarticles/monday_call/NZ_Funds_Knowledge_Series--Portfolio_Optimisation_Paper_July_2025.pdf
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Beyond the AI Algorithm - Entrepreneurship, Tech, Investing
“Anyone who says they are an AI expert is lying!” In a world of rapid technological change, developments move so fast that it’s difficult for anyone to keep up. How do we navigate the complexities of AI and learn about it? Understanding these forces is essential for investors, businesses, and individuals alike. Craig Fenton is the founder of Fenton Innovation, an agency specialising in AI-driven automation solutions. Previously CEO of New Zealand Rugby Commercial and before that a Google veteran where he led Strategy and Operations for its business in the UK, Craig’s technology journey began at consultancy Accenture where he served as a Partner for 16 years.“Having grown up in splendid isolation at the bottom of the world, pre-internet, everything we take for granted today is still like magic to me...” Join us for an exclusive session with a seasoned technology leader, entrepreneur, and investor.
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Building resilience | NZ Funds' Inflation Strategies
Inflation might not seem like an everyday threat, but over time, it can significantly impact your financial well-being. As prices rise steadily, the value of your savings and income can diminish, making it more challenging to save, spend, and plan for the future.In this week's Monday Call, we’ll take a deep dive into the Inflation Category. NZ Funds uniquely offers a dedicated category specifically designed to fight inflation. These assets have the potential to grow earnings at a pace faster than inflation, helping preserve and even increase your purchasing power over time.It’s essential to think in terms of decades rather than just years when planning your financial future. Join us as we explore these innovative strategies— part of all NZ Funds’ diversified portfolios—and identify the key assets that can help safeguard your wealth against the long-term effects of inflation.Please download the presentation associated with this week's Monday Call by copying and pasting this link -- https://www.nzfunds.co.nz/emailarticles/monday_call/NZ_Funds_The_Monday_Call_Inflation_Category_Review_July_2025.pdf
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Digital Assets, Blockchain and the Future of Value
What happens when the rules of value change? From the rise of blockchain to tokenised assets, a quiet revolution is reshaping everything from money to markets. As systems evolve, questions around trust, ownership and coordination matter more than ever for investors, institutions and governments navigating today’s fast-changing economic landscape.We’re joined on this Monday Call by Distinguished Professor Jason Potts, one of the world’s leading thinkers on institutional economics and innovation. Based at RMIT University in Melbourne, Jason leads the Blockchain Innovation Hub, is a Fellow of the Academy of Social Sciences in Australia, and co-edits the Journal of Institutional Economics. His work spans blockchain, creative fields and economic change.We explore the future of value, the role of digital assets in society, how blockchain can support transparency and trust, and what it means for investors and policy makers in New Zealand and beyond. Whether you're crypto-curious, intrigued by changing property rights, or keen to understand the impact of decentralised tech, this session offers sharp insight into where the world is heading.
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Policy, Power and Possibilities
Economic and political tides are shifting. Australia’s new government is tackling low growth and rising fiscal pressure head-on, as New Zealand tries to ignite a sluggish economy. Meanwhile, trade tensions keep challenging global stability but also open new doors for business. This week we’re joined by Professor Richard Holden, Chief Economist at CA ANZ and one of Australasia’s strongest economic voices. A UNSW Professor, Harvard PhD, and Member of the Order of Australia, Richard is known for his bold views on how policy, geopolitics and markets are shaping our region’s future. For investors, business owners and advisers, these shifts matter. What new opportunities will emerge? Which sectors will face headwinds or tailwinds? And how can business seize growth in an uncertain but promising landscape? Join us on the Monday Call to hear Professor Holden’s insights.
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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