A show that brings you the latest market updates and insights to help you make smart investment decisions.
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Nigel Grant is joined by Kirk Hope, Chief Executive of the Financial Services Council ( FSC ), to unpack the FSC’s Prosperity Agenda and its vision for strengthening New Zealand’s financial future. Kirk breaks down why the FSC wants KiwiSaver contributions to gradually rise to 12%, the case for automatically enrolling New Zealanders at birth, and how a larger pool of national savings could give…
Nigel is joined by Ben Speedy, ASB's Executive General Manager of Business Banking, to unpack why productivity matters for every New Zealander, not just economists. Ben breaks down how New Zealand's productive output compares to other economies, why an ageing population makes the productivity challenge more urgent, and why we need to think about the opportunity cost and the impact on NZ's growth…
Nigel Grant is joined by returning guest Gertjan Verdickt, Associate Professor of Finance at the University of Auckland, to unpack the behavioural biases quietly shaping how we invest. From why we chase yesterday's best-performing stocks to why investors sell their winners and hold onto their losers, Gertjan breaks down salience, overconfidence, selection neglect and loss aversion, and shares the…
Frank and Nigel unpack the sharp correction in AI-linked memory stocks, why South Korea's market has fallen heavily from its highs, and what a resilient US earnings season means for portfolio positioning. They dig into the US Fed's decision to hold rates, why the bond market reacted sharply to comments from new chair Kevin Warsh, and what it signals about control over the inflation story. Plus,…
Nigel is joined by Will Porter, Investment Strategist at BlackRock, to unpack the BlackRock Investment Institute’s mid-year outlook and its "scarcity versus abundance" framing for the AI era. Will breaks down why the sheer scale of power, materials and capital needed for AI's build-out could intensify scarcity before any productivity payoff shows up in GDP. He also walks through BlackRock's six…
Frank and Nigel broadcast from ASB Queenstown for a special on-location edition, joined by ASB senior economist Chris Tennent-Brown for his first Fridays with Frank appearance. They unpack why "challenged" is the word for where New Zealand's economy sits right now, how the AI and geopolitical fragmentation mega forces are shaping that picture, and what the upcoming election could mean for…
Nigel is joined by Tarryn McKenzie, General Manager of People, Finance and Business Transformation at NZ Football, to unpack what it actually costs to build a successful national football programme. Tarryn breaks down the multi-year investment behind qualifying for and preparing for a FIFA World Cup, from six-figure international windows to prize money structures and sponsorship opportunities, and…
Nigel and Frank go full tactics board this week, using England's World Cup semi-final as the launchpad for a deep dive into the strategic asset allocation process. From why going "all-defence" after a big goal rarely pays off, to finding the portfolio's star striker and building a squad where every asset covers for the next, it's a look at how the team balances attack and defence across market…
Nigel Grant is joined by Kirsten "KP" Patterson, Chief Executive of the Institute of Directors (IOD), to explore what governing for growth could look like in an uncertain economic environment. Drawing on the IOD's latest thought leadership, KP unpacks why growth may not happen simply by waiting out the cycle, and why boards might need to actively govern for it rather than default to cost…
Sophisticated portfolio tools once reserved for institutional investors may now be within reach of everyday retail traders, with AI agents able to monitor stocks and execute trades automatically. Frank and Nigel explore new academic research suggesting human intervention may be doing more harm than good for investors using these tools, and what it might take to find a genuine edge when everyone…
ASB Investment Podcast host Nigel Grant sits down with Damien Venuto, Money Editor at Stuff, to explore how financial media shapes the way Kiwis think about money. From the fragility gripping household sentiment right now, to the dangers of following a single financial influencer, to why holding an individual stock for years may not pay off the way you think, Damien brings a sharp, independent…
