As the third quarter draws to a close, we look back on the perspectives we shared at mid-year. We were right to remain confident: growth prospects for 2025 have continued to propel markets higher, and our outlook stays positive for the rest of the year.Many of the same drivers remain in play. In New Zealand, interest rates and dairy prices should eventually help pull the economy out of the doldrums, and the share market has already been trading stronger in the second half. Globally, despite the United States dominating headlines for geopolitical reasons, the economy remains resilient and share markets are reflecting that.So how should we think about positioning for continued headline-grabbing volatility while holding a constructive view on markets? Are there alternative assets we can invest in? And, remembering that while markets don’t repeat, they do rhyme, what can history teach us about what comes next? Mark Brooks, Chief Investment Officer at NZ Funds, joins us to discuss these questions as another wet New Zealand spring arrives in full bloom.
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Coneybeer on going global – Capital, connections & chilly bins
What happens when a leading Silicon Valley investor turns his focus to New Zealand? Rob Coneybeer, Co-Founder of Shasta Ventures, has backed global successes like Nest, Dollar Shave Club, Canva and Anaplan. Now he’s bringing that experience and perspective here, exploring how New Zealand can better attract talent, capital and opportunity.The new Active Investor Plus visa is opening doors for international investors and operators. But capital alone isn’t enough - real success depends on connecting people with the right skills, building strong networks, and creating supportive frameworks, including tax, to grow a thriving ecosystem.Join us as we explore why New Zealand is an attractive place to grow a business and how the country can strengthen its competitive edge, and learn about Kiwi companies pushing to make their mark globally. For business owners and investors alike, this is a valuable chance to hear directly from someone who has scaled world-class companies and understands what it takes on the global stage.
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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
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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