The Monday Call
av New Zealand Funds Management Limited
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Rise of the machines | AI, earnings and where markets go next
Rise of the machines | AI, earnings and where markets go next
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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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- Rise of the machines | AI, earnings and where markets go next · 1 h 5 minThe mood is sombre: a cost-of-living crisis, interest rates are rising, war with Iran and fears that AI might kill us all. Yet beneath the gloom, core inflation is easing, New…
- The long view | Markets, megatrends and the $90 billion investor · 1 h 1 minMike Frith is Chief Economist at the NZ Super Fund, New Zealand’s single largest pool of long-term capital. The NZ Super Fund invests more than $90 billion for the Government to…
- Good Returns, Compounded | 35 Years Covering the Industry · 57 minAfter 35 years covering financial services, Philip Macalister has seen New Zealand’s advice sector through booms, busts and enough industry buzzwords to fill a small dictionary…
- Computer says yes | Does AI really know best? · 55 minAsk different AI models who is the best KiwiSaver provider or investment manager and get a potpourri of different answers. All confident. Most contradicting each other. AI is…
- Making it count | Lifespan, healthspan, wealthspan · 51 minAs Chief Executive of Southern Cross, Nick Astwick heads one of New Zealand's most significant organisations, with close to one million members and a unique view of the health…
- The Thinking Machine | FT Business Book of the Year Winner · 52 minStephen Witt won the Financial Times Business Book of the Year for The Thinking Machine, his biography of NVIDIA founder Jensen Huang. He writes for The New Yorker, The New York…
- Beyond the Pump | Growth Keeps Flowing · 55 minIt's been a year of headlines. Conflict in the Middle East, higher oil prices and geopolitical uncertainty have tested investors, yet the global economy remains remarkably…
- From the Beehive to the Boardroom | A Prime Minister’s Outlook · 1 h 0 minSir Bill English has spent more than three decades at the centre of New Zealand’s biggest economic and policy decisions — as Prime Minister, Minister of Finance and now a leader…
- Unicorn Whisperer | A Legend in Early Stage Investing · 39 minTim Draper is one of the defining investors of the modern era. Founder of Draper Associates, he was the first outside investor in SpaceX and an early investor in Tesla, Skype…
- The space economy | SpaceX and the business of orbit · 53 minFew understand the space economy and opportunities it presents better than Chris Quilty. As President of Quilty Space, he advises investors, operators and policymakers worldwide…
- The trillion dollar question | SpaceX, AI and market impact · 47 minOne of Wall Street’s most widely followed tech analysts and a regular voice on CNBC and Bloomberg, Dan Ives is a leading commentator on AI, NVIDIA, Tesla and companies shaping…
- Crude awakening | Energy resilience in a shifting world · 46 min · Säsong 2 Avsnitt 7New Zealand’s energy system is being tested and few are closer to the action than Alexa Preston, Chief Financial Officer of Channel Infrastructure NZ. Leading the finances of a…
- When interest rate forecasts collide | Tough calls, high stakes · 45 minJarrod Kerr, Chief Economist at Kiwibank, has stepped into the centre of a widening divide. In a debate now marked by sharply differing views on the path of the Official Cash…
- From the Pentagon to New Zealand | Hard truths for security resilience · 1 h 1 min · Säsong 2 Avsnitt 5Tim Ewing-Jarvie, former Strategic Adviser to the Pentagon, offers a rare insight into global security. He served in the NZ Army in a variety of roles, including as Sniper and…
- Iran Attack Update | Oil Surges, Equities Resilient · 45 min · Säsong 2 Avsnitt 4The recent escalation in the Middle East delivered a sharp geopolitical shock. Coordinated United States-Israel strikes on Iranian military targets, followed by Iran’s missile…
- Special Edition | Iran Attack · 49 min · Säsong 2 Avsnitt 3Hear how client portfolios are positioned for events in Iran. Headlines and markets move fast. Stay informed with this special edition of the Monday Call. With missiles striking…
- The 2026 Market Miracle: Why Patience Could Pay Big · 48 min · Säsong 2 Avsnitt 2Last year rewarded steadfast, diversified investors with solid returns. This year, the focus shifts to positioning for what’s next. Expectations are more grounded in reality, new…
- Bullet Trains and Bull Markets: Notes from the Goldman Sachs Global Macro Conference · 51 min · Säsong 2026 Avsnitt 1For our first Monday Call of the year, we report back from the Goldman Sachs Global Macro Conference Asia Pacific, a closed-door, highly anticipated Hong Kong event alongside…
- The year in markets | Signals, shifts and opportunities for 2026 · 53 minJoin us as we look back on the key themes that shaped markets in 2025, and the opportunities emerging for investors in 2026. 2025 has been defined by a world moving at different…
- Cracking the interest rate code | A research-driven approach for smarter portfolios · 51 minInterest rates remain one of the most powerful forces shaping investment outcomes, and understanding the four phases of the interest-rate cycle (hiking, peak, cutting and the…
