ASB Investment Podcast: Recent Episodes
ASB Bank
A podcast that keeps you up to date on the market and helps you make smart choices with your investments.
Nigel Grant (Head of Wealth Products, ASB) is joined by friend of the podcast Chris Tennent-Brown (Senior Economist, ASB) to unpack the Reserve Bank’s latest OCR decision. Together, they break down how changes to the OCR influence mortgage and term deposit rates, why rates don’t always move in step, and what it all means for your financial strategy in today’s changing rate environment.
Chris Tennent-Brown (Wealth Senior Economist, ASB) takes the mic for a solo mini episode, unpacking the headlines that matter most to Kiwi investors. From the Government’s fiscal strategy and boardroom sentiment to Reserve Bank moves and market implications, he breaks down what’s really going on, and what it means for your portfolio. With interest rate cuts on the horizon and uncertainty still in play, this episode offers timely insights to help investors stay focused and confident in their strategy.
In this episode, Nigel Grant (Head of Wealth Product, ASB) welcomes Ben Powell (Chief Investment Strategist for APAC & Middle East, BlackRock Investment Institute) for a wide-angle look at the global investment landscape. They unpack BlackRock’s 2025 Midyear Global Outlook, diving into the shifting macro anchors and the “mega forces” driving long-term change. Ben shares where he sees opportunity in today’s complex environment - and what it means for investors planning ahead.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 18/09/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
ASB Senior Economist Chris Tennent-Brown joins host Nigel Grant (Head of Wealth Product, ASB) to unpack the latest ASB Investor Confidence Survey results for Q2 2025. They explore why investor confidence has dipped to its lowest level since the COVID-19 pandemic, and examine trends in demographic and regional sentiment. With signs that the worst of the slowdown is behind us, they discuss the economic outlook and offer timely insights and practical strategies for investors navigating today’s uncertain and volatile environment.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Steve Cooper (CFO & COO, Parkable) and Lee Marshall (Managing Partner, Hunter Campbell) to unpack the latest Mood of the CFO report. They discuss the realities of New Zealand’s two-speed economy, the economic outlook, and the policy changes CFOs are calling for. The conversation explores how finance leaders are navigating macroeconomic uncertainty, the rise of AI and technology in finance, and the ongoing challenges of talent and succession planning. Tune in for insights on board dynamics and the key issues shaping New Zealand’s finance community in 2025.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Jim Renitsky (Senior Growth Consultant, BlackRock Business Consulting) to discuss how emotions like fear and envy can derail smart investment decisions. From Isaac Newton’s costly mistake to Olympic medal psychology, this episode explores why discipline, not timing, drives long-term success. Plus, why minimising losses is often more powerful than chasing big gains, and how working with a financial advisor can help you stay the course.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 31/07/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Chris Tennent-Brown (Senior Economist, ASB) for a mid-year check-in on the New Zealand economy. They unpack the Reserve Bank’s latest OCR decision, inflation and labour market dynamics, and housing market developments. With a wave of mortgage refixes on the horizon and global uncertainty still in play, Chris shares insights on what could drive further OCR easing, how households and businesses are responding, and what investors should consider in the months ahead.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Chantal Giles (Managing Director, BlackRock) for a candid conversation on how women are reshaping the financial landscape. They discuss the trends, challenges and opportunities facing women as they grow and manage wealth. From financial literacy to investment behaviours, Chantal shares personal reflections and practical tips as they unpack what is changing and what still needs to.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 20/08/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Can reading the news make you richer? Dr Justin J. Case (Finance Lecturer, University of Auckland) joins host Nigel Grant (Head of Wealth Product, ASB) to discuss his co-authored study which uncovers the Wall Street Journal as a novel way to forecast stock market volatility—more accurately than traditional methods. They explore why forecasting matters and how this research could reshape investing.
As we enter our forties, our investment priorities often shift, from building wealth to preserving it and planning for retirement. Ngaire Angus (Head of Wealth Distribution, ASB) joins host Nigel Grant (Head of Wealth Product, ASB) to discuss how your approach to investing can evolve over time. Ngaire also highlights the importance of wellbeing across all areas of life, not just financial and how a holistic view can support better decision-making and more confident investing.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by returning guest David Griffith (Client Chief Investment Officer and Head of Multi Asset Solutions, BlackRock) to unpack the 2025 Midyear Global Outlook from the BlackRock Investment Institute. They explore the shift away from traditional economic anchors, the rise of mega forces like AI and climate transition, and how these themes are shaping ASB’s investment strategy. From portfolio construction in uncertain times to the growing role of private markets, this episode offers practical insights for navigating today’s evolving investment landscape. *** This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 31/07/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Nigel Grant (Head of Wealth Product, ASB) is joined by Gertjan Verdickt (Lecturer in Finance, University of Auckland) to explore the world of passion investing — the practice of putting money into tangible, collectible assets like art, wine, and even Lego. They unpack what drives value in these markets, and how they compare to more traditional investments. Gertjan also shares the research behind his work, some tips for getting started, and what makes passion investing more than just a hobby.
Host Nigel Grant (Head of Wealth Product, ASB) welcomes Frank Jasper in his new role as ASB’s Chief Investment Officer. A familiar voice to regular listeners, Frank shares what drew him to the role, his career in financial markets, and his vision for ASB’s investment offering. They also discuss his investment philosophy, the risks and opportunities he’s watching, and life outside of work.
In his final episode, ASB’s retiring Head of Asset Management, John Smith, joins host Nigel Grant (Head of Wealth Product, ASB) to reflect on a decades-long career — from paper-based trading to digital platforms, through the establishment of KiwiSaver, and across shifting market cycles. John reflects on what’s changed, what’s stayed the same, and the lessons he’s taking into retirement.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Frank Jasper (Investment Strategist, ASB) to break down the basics of financial markets and how they connect to your KiwiSaver account or Investment Fund. They explore how markets work, what drives their movements, and how ASB applies a long-term strategy to manage risk and build robust portfolios.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Senior Economist Chris Tennent-Brown (ASB) to unpack two major events shaping New Zealand’s economic landscape — the Reserve Bank’s latest OCR decision and the Government’s 2025 Budget. They explore how these announcements could impact interest rates, markets and mortgage rates — and what the KiwiSaver changes could mean for how investors plan, contribute and stay on track.
ASB Chief Economist Nick Tuffley joins host Nigel Grant (Head of Wealth Product, ASB) to unpack what has been moving markets in New Zealand and abroad. They discuss global economic pressures, the OCR outlook, and what it all means for inflation, housing, and growth. Plus, what should be top of mind for investors and business owners in the months ahead.
In this special follow-up to a recent ASB Investor Insights webinar, host Nigel Grant (Head of Wealth Product, ASB) is joined by Will Porter (Investment Strategist, BlackRock) to answer the questions on investors’ minds. They unpack the drivers of recent market volatility, the implications for markets, and how ASB portfolios are structured to navigate volatility. Plus, they explore what the path to recovery might look like—and how New Zealand could benefit from shifting global trade dynamics.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 08/05/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Host Nigel Grant (Head of Wealth Product, ASB) is joined by Kirk Hope (CEO, Financial Services Council) to unpack the capital markets initiative and its potential impact for KiwiSaver members. They dive into how unlocking access to more private market investments could boost diversification and returns for members, while driving economic growth and infrastructure development. Plus, the hurdles to overcome and what’s next for the initiative.
AI is transforming industries, bringing challenges and opportunities for businesses, investors and economies. Host Nigel Grant is joined by Dr Brad Betts (BlackRock), Frances Valintine CNZM (academyEX) and Travis Barker (ASB) to explore AI’s impact on finance, business and the future of work. They discuss AI’s evolution, its role in investment strategy, and why businesses must adapt or risk falling behind. Plus, insights into New Zealand’s AI challenge–talent shortages, regulation and the need for productivity gains.**This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 20/02/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Join ASB Senior Economist Chris Tennent-Brown and host Nigel Grant (Head of Wealth Product, ASB) as they unpack the latest shifts in the local and global economic landscape. They discuss the Reserve Bank’s OCR cut, the latest on US tariffs, and rising global uncertainty. Hear what all of this means for mortgage rates, term deposits and investors. Plus, how ASB has positioned portfolios to handle market volatility.
Host Nigel Grant is joined by Will Thomson (Managing Director, Global Infrastructure Partners) and Matt Dobbs (Head of Infrastructure, ASB) to unpack infrastructure as an investment class and its impact on both society and economic growth. They discuss the role of public and private capital, New Zealand’s $1 trillion infrastructure challenge, and global trends shaping the sector. Plus, key takeaways from the recent Infrastructure Investment Summit in Auckland.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 17/03/2025. Comments made by BlackRock employees here represent BlackRock’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Host Nigel Grant sits down with Elliot Hentov (Chief Geopolitical Strategist, State Street Global Advisors) to discuss critical trends shaping the global economy and financial markets. From the key policy drivers impacting the US economy in 2025 and China’s evolving economic strategy, to Europe’s fiscal challenges and the geopolitics of energy, they explore what these dynamics mean for investors. Plus, Elliot shares insights into the future of digital assets and how blockchain technology may influence global investing.This podcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, and do not necessarily represent the views of State Street or its affiliates. Any such views are subject to change at any time based upon market or other conditions and State Street disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of State Street. Neither State Street nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Please consult your tax or financial advisor for additional information concerning your specific situation. This video cannot be used for commercial purposes, and should only be used in the specific countries as restrictions exist with some products and services marketed globally.
Host Nigel Grant is joined by David Griffith (Head of Multi Asset Solutions, BlackRock) and John Smith (Head of Asset Management, ASB) to reflect on ASB’s strong portfolio performance in 2024 and share their outlook for 2025. They discuss key drivers including global equities, gold, and currency positioning, and emphasise the importance of diversification and strategic asset allocation in navigating ongoing market volatility.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 17/03/2025. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Host Nigel Grant is joined by Chris Wilson (Co-CEO) and Chris Di Leva (Head of Multi Asset & Global Investments) from Harbour Asset Management to discuss their recent report on the key risks and opportunities they see shaping markets in 2025. They discuss macro-economic trends, geopolitical tensions, and the intersection of AI and climate. Plus, the inflation outlook and future of private market investment in New Zealand.
ASB’s Nigel Grant is joined by Victoria Harris (Co-Founder, The Curve) to break down financial fitness – what it means, why it matters and how to achieve it. They discuss tracking your spending, setting goals, and using financial wellbeing tools to build strong money habits. Plus, how investing plays a role in long-term financial success.
In the first episode of 2025, host Nigel Grant is joined by podcast favourite Chris Tennent-Brown (Senior Economist, ASB) to discuss market performance in January and to give his thoughts as we look ahead to the year’s first OCR announcement.
In the final episode of the year, Nigel Grant is joined by John Smith (Head of Asset Management, ASB) and David Griffith (Head of Multi Asset Solutions, BlackRock) for a look back on the year that was. They discuss whether global investment themes played out as predicted, canvas the outstanding performers of the year and look ahead to what investors might expect in 2025.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 26/11/2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Kim Mundy (Senior Economist, ASB) joins host Nigel Grant to discuss both local and global economies, and what we might expect from the final OCR announcement of 2024. They touch on things you should keep in mind as an investor or business owner, and talk about a new way for you to contribute to your investments with ASB.
ASB's John Smith (Head of Asset Management) and Emily Huang (Executive Wealth Manager) sit down with Nigel to discuss ways to manage your money to prepare for retirement. They also discuss the impact of inflation and interest rates on investors, the importance of a diversified portfolio and share their tips on what you can do to ensure you'll continue to receive a regular 'paycheck' to fund your lifestyle after you leave paid employment.
Nigel is joined by Patrick Washer, Portfolio Manager at Devon Funds, to discuss the economic shifts across Australasia impacting investment strategies. Gain valuable insights into how recent changes are shaping the market and what the future could hold for investors.
Nigel is joined by Lee Marshall, Managing Partner at Hunter Campbell, and Trade Me CFO Scott Maud to talk about Hunter Campbell’s inaugural ‘Mood of the CFO’ report. They also discuss some of the focus areas for CFOs, including how they navigate ups and downs of the economic cycle.
In this episode, Angela Jackson, Head of Service Delivery - North Island for Public Trust NZ, joins Nigel to discuss the importance of wills. They talk about how easy it can be to set one up, how often you should revisit it, and what happens to your KiwiSaver and other investments should you pass away without having one.
In this episode, ASB Senior Economist Kim Mundy joins Nigel ahead of this week’s OCR announcement. They discuss what decisions are being made by other central banks globally, the difference in monetary policy between Australia and NZ, and what the RBNZ will be weighing up ahead of the OCR review on Wednesday.***Opinions expressed are as at the recording date of 05/08/24 - please refer to asb.co.nz/documents/economic-research/economic-weekly.html for our latest report.
In this episode, Nigel and John are joined by Head of BlackRock Australasia Jason Collins and BlackRock Investment Strategist Will Porter to reflect on three years of the ASB and BlackRock partnership. They discuss mega forces, risk management strategies and the investment landscape outlook for the next three years.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 05/08/2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
In this episode, Nigel sits down with ASB Wealth Senior Economist Chris Tennent-Brown to discuss the latest economic updates, both at home and abroad. Hear the ASB economics team's views on the state of New Zealand's share market and housing market, global central bank easing and the RBNZ outlook.
In this episode, Nigel sits down with Jo Kelly, Chief Executive of the Centre for Sustainable Finance, to talk about sustainable finance and what it means for the future of our economy. Jo also touches on what KiwiSaver members and investors should be thinking about to make sure their money is being invested in a way that matches both their financial goals and personal values.
In this episode, Nigel sits down with BlackRock’s Ben Powell to talk about what's happened since he was last in NZ, and what BlackRock has been keeping a close eye on in markets through the lens of the five mega forces they continue to track.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 10/06/2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
In this episode, Nigel and John are joined by Harbour Asset Management’s Craig Stent to delve into NZ and Australian equities, the NZX earning season and which stellar stocks and laggards he's got on his watchlist.
In this episode, Frank Jasper, member of ASB’s Investment Committee, joins Nigel to discuss the fundamentals of investing, as well as some tips and tricks to help you manage and grow your wealth.
In this month’s episode, Nigel is joined by ASB’s Chief Economist Nick Tuffley to discuss how the markets have been performing over the last month, and what the Reserve Bank’s decision to hold the OCR at 5.5 per cent means for the economy.
What will 2024 look like for investors? ASB’s Nigel Grant and BlackRock’s David Griffith get together to discuss what themes and trends investors should be keeping an eye on in a year of international elections, geopolitical tensions, and technological advancements.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 27/02/2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
In the final episode of 2023, host Nigel Grant is joined by ASB’s John Smith, and BlackRock’s David Griffith and Will Porter to discuss how the ASB portfolios have performed over the last 12 months, and what we might expect from 2024.***Important Information: This podcast has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523, it was recorded on 13/12/2023. Comments made by BIMAL employees here represent BIMAL’s views only. This podcast provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This podcast is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
In the first part of this episode, Host Nigel Grant (Head of Wealth Product, ASB) is joined by John Smith (Head of Asset Management, ASB) and Trent Marris (Senior Manager of Wealth Product, ASB) to discuss our new investment options; Aggressive Funds. Then Tama Willis (Portfolio Manager at Devon Funds Management) joins Nigel and John to discuss Australasian equities. ***ASB Group Investments Limited is the issuer of the ASB KiwiSaver Scheme and ASB Investment Funds. The Schemes’ product disclosure statements are on ASB's website.
In this episode, BlackRock’s Asia Pacific Chief Investment Strategist, Ben Powell, joins ASB’s Head of Wealth Product, Nigel Grant, and Head of Asset Management, John Smith, to update us on the global markets by discussing inflation, interest rates, volatility and more.ASB Group Investments Limited is the issuer of the ASB KiwiSaver Scheme and ASB Investment Funds. The Scheme's product disclosure statement is on ASB's website.This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 12 October 2023. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
In this episode, Nigel Grant, ASB Head of Wealth Product, is joined by Iris Davila, BlackRock’s Head of Investment Stewardship for Australia and New Zealand, to understand how BlackRock undertakes investment stewardship for the asset classes they manage on our behalf; global equities and emerging markets.***This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 12 September 2023. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
In this episode, we celebrate two years in partnership with BlackRock - we look back on our relationship so far including what we’ve faced, changes we’ve made, what we’ve achieved, and how our funds have performed. Hosted by Nigel Grant, with Jax Mitchell and BlackRock’s David Griffith.
Important Information: This podcast has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523, it was recorded on 14/06/2023. Comments made by BIMAL employees here represent BIMAL’s views only. This podcast provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This podcast is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
This month our very own Head of Wealth Product, Nigel Grant, talks to John Barrasso, Portfolio Manager for one of our specialist fund managers, First Sentier Investors. They discuss the topical subject of rising interest rates with a keen focus on bonds; the different types, how they work, and why, for most people, having a diversified range of assets in your investment is so important.***Important Information: This podcast has been created with the co-operation of First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. It was recorded on 11/04/2023. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website.This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this podcast are the opinions of the employee at the time of recording only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may substantially differ from other individual employees within First Sentier Investors.To the extent permitted by law, no liability is accepted by MUFG, FSI AIM nor their affiliates for any loss or damage as a result of any reliance on this podcast. This podcast contains, or is based upon, information that FSI AIM believes to be accurate and reliable, however neither MUFG, FSI AIM nor their respective affiliates offer any warranty that it contains no factual errors.
As we continue to face market volatility, inflationary pressure and central bank tightening in 2023, Host Nigel Grant (Head of Wealth Product, ASB) is joined by Lori Heinel (Global Chief Investment Officer, State Street Global Advisors) and John Smith (Head of Asset Management, ASB) to discuss how prioritising long-term goals and patience will need to be a key focus for investors this year.This podcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, and do not necessarily represent the views of State Street or its affiliates. Any such views are subject to change at any time based upon market or other conditions and State Street disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of State Street. Neither State Street nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Please consult your tax or financial adviser for additional information concerning your specific situation. This video cannot be used for commercial purposes, and should only be used in the specific countries as restrictions exist with some products and services marketed globally.
Inflation, interest rates and central bank policy are on investors' minds in 2023. ASB's Senior Economist Chris Tennent-Brown is joined by BlackRock's Asia Pacific Chief Investment Strategist Ben Powell to discuss the BlackRock Investment Institute's 2023 Global Investment Outlook, titled "A new investment playbook", and what all this means for investors in NZ and overseas.Important Information: This podcast has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523, it was recorded on 09/02/2023. Comments made by BIMAL employees here represent BIMAL’s views only. This podcast provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This podcast is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Many investors will understandably want to see the back of 2022, given the poor performance of investment markets here and abroad. ASB’s Chris Tennent-Brown is joined by John Smith (ASB's Head of Asset Management) and Sam Rawlinson (ASB’s Regional Manager Wealth Advisory) to reflect on the year that’s been, and to discuss how things are shaping up for 2023 and what they think investors should focus on.
BlackRock's Asia Pacific Chief Investment Strategist Ben Powell joins ASB's Senior Economist Chris Tennent-Brown to discuss why it's been a difficult year across property, share markets, and fixed interest markets, and when things might start to turn around. We cover off issues like inflation, central banks hiking interest rates, share markets slumping and the conflict in Ukraine, and explain how this might affect your investment portfolio.
In the latest episode of the podcast, we chat with Stephen Cooper (Head of Australian Fixed Income) and John Barrasso (Portfolio Manager) from First Sentier, one of ASB’s underlying investment managers. Host Nigel Grant is also joined by Chris Tennent-Brown (Senior Economist), as they discuss fixed income assets, market volatility and its continued influence on asset prices and consumer confidence.
Kylie Eijgermans, Product Manager for KiwiSaver and investments at ASB, talks to Simran Kaur, the founder and one half of Girls That Invest - a duo creating a thriving community of woman who are building a better financial future for themselves. In this episode, we discuss: Simran’s journey, some of the challenges around investing, the gender pay gap and tips & tricks you can implement in your life to help set you up for financial freedom.
In the latest episode of the ASB Investment Podcast, Nigel Grant (Customer Experience Owner, in ASB’s wealth portfolio) assumes hosting duties as he’s joined by Chris Tennent-Brown (Senior Economist) and Sean Lewington (Executive Wealth Manager), to have a chat about the soft housing market, some of the key themes coming out of our wealth advisory network and to also discuss what’s been rattling markets as of late: “transitory” inflation and the actions taken by central banks to get interest rates back normal levels.
A reminder: from time to time your goals, circumstances, and attitude to risk may change - if so, or it's been a while since you last checked in - periods like this are another reason to get some guidance or advice from our team. Check out https://www.asb.co.nz/kiwisaver/advice.html for more info.
In the latest episode of the podcast, Craig Stent, Head of Equities and a founder of Harbour Asset Management, joins our host Chris Tennent-Brown to chat about the local share market, the current issues investors are grappling with, and following all the volatility we’ve seen in recent months, how the economy and businesses are tracking.
“Most people think that advice is really expensive and a complex process, but for KiwiSaver it can be really simple AND it’s free.” – Hamish Davidson (ASB’s Head of KiwiSaver Distribution). When it comes to investments, most Kiwis just go with the DIY attitude and don’t get advice. Hamish Davidson and Chantal Giles (BlackRock’s Head of iShares Wealth), take a deep dive with our host and Senior Economist Chris Tennent-Brown, to discuss the importance of getting advice.
Visit the Financial Services Council website and search ‘Money & You – Breaking Through the Advice Barrier’, to read the survey which is referenced in this episode; eligibility criteria apply for the annual Government contribution.
There has been a lot to talk about as of late: between inflation, central banks hiking interest rates, share markets slumping and the conflict in Ukraine, market volatility has been significant over the past few weeks. Blackrock’s Asia/Pacific Chief Investment Strategist, Ben Powell, joins Chris Tennent-Brown to discuss what’s been affecting the global markets and to provide some insight as to what effects inflation has for the year ahead.
We’re only seven weeks into the year and so much has happened already: share markets have been choppy, interest rates have been rising, there’s lots of questions on the housing market outlook and inflation is running hot. Fellow Senior Economist, Mike Jones, joins Chris Tennent-Brown, to discuss the wobbly start to the year and what the implications are on the forecasts for the remainder of 2022.
It’s been a tough start to the year for share-markets around the world with several key share-market indices - including New Zealand’s - having retreated by ~10% mark (referred to as a correction). Periods of volatility such as this are commonplace. In times like this, it’s key to highlight the importance of: getting advice; making sure you have the right investments for your goals; and sticking to your long-term investment plans.
Podcast host Chris Tennent-Brown sits down for a virtual chat with Greg Smith, from Devon Funds Management, to discuss what’s been happening in the markets, some of the winners and losers of the earnings season and to share their thoughts on the outlook.
Ben Powell (BlackRock’s Asia/Pacific Chief Investment Strategist) and Iris Davila (BlackRock Australia’s Head of Investment Stewardship) join Chris Tennent-Brown to chat through some of the themes for businesses and investors that have been highlighted in BlackRock CEO Larry Fink’s 2022 open letter, and what they mean for key business and investor considerations - in New Zealand and around the world.
The BlackRock Investment Institute has released its 2022 Global Outlook, titled “Thriving in a new market regime”. BlackRock’s Asia/Pacific Chief Investment Strategist, Ben Powell, sits down for a virtual chat with podcast host Chris Tennent-Brown, to a delve deeper into the some of the key themes in the report and to discuss what 2022 may have in store for investors.
ASB Investment Podcast host Chris Tennent-Brown sits down for a virtual chat with Victoria Harris, Portfolio Manager at Devon Funds Management, to discuss the local and Australian share markets, reflect on the year that was and share some thoughts on the outlook for 2022.
It’s been a big year for investors and one of the busiest years for the Wealth business in quite some time. Throughout the year ASB has been keeping a close eye on changing customer preferences and how investors have navigated a dynamic market environment, where a breaking headline can send markets moving in any direction.
ASB’s Adam Boyd (Executive General Manager – Private Banking, Wealth & Insurance) and Lianne Murphy (Acting General Manager of Wealth) join host Chris Tennent-Brown, to discuss what we’ve seen this year, along with some of the changes ASB has made to help keep our customers one step ahead.
With interest rates rising, the RBNZ has stopped buying government bonds and has lifted the Official Cash Rate. This is impacting interest rates in the economy, along with investments and the implications of this are straightforward: higher mortgage rates are a headwind for borrowers and good news for savers in term deposits. What’s harder to understand is what rising interest rates mean for bond markets and investors with bonds in their portfolios.
In the latest episode of the ASB Investment Podcast, ASB Senior Economist & podcast host Chris Tennent-Brown is joined by fellow Senior Economist Mike Jones, along with ASB’s Head of Asset Management, John Smith to discuss rising interest rates, its effect on the bond markets and what the future may hold for investors.
With the end of 2021 fast approaching, there’s no shortage of action in the market; the RBNZ has raised the Official Cash Rate, global investors have become a bit jittery about some offshore developments and we are in various levels of lockdown around the country. Having lagged for the first half of the year, the local share market performance has been more encouraging over the third quarter and that’s been good news for investors.
ASB Senior Economist & podcast host Chris Tennent-Brown is joined by BlackRock’s Asia/Pacific Chief Investment Strategist Ben Powell, to discuss the big issues that have been impacting investments and to share thoughts on the outlook.
The local share market has been out of sync with Australia and the other major share markets around the world this year - while global shares set record highs during the third quarter, the local share market has not fully recovered from a slump in the first quarter; interest rates in New Zealand have been rising and the economy has been back under the pressure of another lockdown.
Victoria Harris, Portfolio Manager at Devon Funds Management, joins host Chris Tennent-Brown to chat about what’s been happening and what it all this means for investors.
A new generation of investors is broadening the investment conversation—and expectation—beyond just returns. ASB Head of Asset Management, John Smith, and Manager Responsible Investing, Halie Hartigan, join host Chris Tennent-Brown to discuss what ASB is doing to meet the renewing needs of its customers, ESG and the changing investment landscape.
Investments are subject to investment risk, including possible loss of income and principal invested. Returns are a reflection of past performance and are not a guarantee or indication of future performance because returns fluctuate (move up and down). Returns can be negative and you may receive back less than the total amount of your contributions.
This week we announced the appointment of BlackRock, the world’s largest investment management firm, as part of our broader partnership that will see our customers benefit from their global reach, responsiveness, and proven performance. To unpack what this means for ASB investors, Chris Tennent-Brown is joined by ASB Head of Investments, John Smith, and from BlackRock David Griffith, Head of Investment Strategy for the Multi-Asset Strategies Group and Jason Collins - Head of Client Business in Australasia.
Surprised by the government’s housing tax changes? Chris Tennent-Brown and Mike Jones talk through ASB’s updated outlook in the wake of the announcement. They also chat bonds, the continuing struggles of the New Zealand sharemarket, and what the latest developments mean for local investors.
It’s been a bit of a break between podcasts—and as we know a lot can change in a few weeks. Host Chris Tennent-Brown is joined by Devon Funds Managing Director, Slade Robertson, to chat about the latest market news, including those interest rate adjustments, local sharemarket wobbles, and the impact of the Covid vaccine rollout.
What an unforgettable year 2020 was. Chris Tennent-Brown and Mike Jones look back on some of the highlights (and lowlights)—and chat about what they expect to see in 2021, in light of global politics, COVID and the NZ housing market.
Jonathan Beale and Chris Tennent-Brown discuss how the US Share Market is trading at an all-time high, despite uncertainty after the US election and surging COVID-19 cases. Back in NZ, mortgage and term deposit rates keep falling, and the housing market is going “nuts” - what’s next from the Reserve Bank and what’s in store in 2021?
Jonathan Beale, Chris Wilson and Chris-Tennent Brown talk about why we didn’t see much of a reaction in the markets with the election results—should we expect the same from the US election? They also talk about ASB’s housing forecasts and the latest from the Reserve Bank.
With the New Zealand and US elections fast approaching, Chris-Tennent Brown and Jonathan Beale chat about what we could expect from the market over the next two months. They also cover the record highs from the share market in August, negative rates, and Treasury’s pre-election economic update.
The unemployment rate has fallen to 4 percent, Chris Tennent-Brown and Jonathan Beale chat about whether they see it rising—or is the worst behind us? They also talk about travel bubbles, the latest Auckland lockdown, and what could happen if we see a negative official cash rate.
Auckland’s back in lockdown and the rest of the country is at Alert Level 2—but what does this mean for the New Zealand market? Jonathan Beale and Chris Tennent-Brown look at the impact it could have, as well as the Government’s response.
Mortgage and Term Deposit rates have hit an all-time low. In this episode Jonathan Beale and Chris Tennent-Brown chat about what it all means, as well as the encouraging economic data we’re seeing.
It’s all systems go for Alert Level Two - Chris Tennent-Brown and Jonathan Beale talk about what this means for economic activity. They also discuss the Reserve Bank’s latest announcement and Budget 2020.
Chris Tennent-Brown and Jonathan Beale give us an update on what the different COVID-19 alert levels mean for the economy and investments. How are the markets looking compared to earlier in the year? And what should you look out for over the coming weeks?
In this episode, Jonathan Beale and Chris Tennent-Brown talk about the recovery we’ve seen in the markets over the past week. Why are we seeing an uplift now, and what is the outlook for the near future?
In this episode, Jonathan Beale and Chris Tennent-Brown are in their homes talking about lockdown. What does Alert Level Four mean for the economy, the companies we invest in, and the ASB investment team? They also discuss what we’ve seen from the markets since the Government support packages were announced.
An update on what Covid-19 has meant for share markets and investors so far. In this episode, Jonathan Beale, Chris Tennent-Brown and Aidan Vince from ASB talk about what we’re seeing from our KiwiSaver and investment customers during this time.
The coronavirus has caused some uncertainty on the market. In this episode, Jonathan Beale talks to Chris Tennent-Brown and Chris Wilson from ASB about the market impact, the questions our customers are asking, and what advice we’re giving.
Jonathan Beale and Chris Tennent-Brown talk about the US China trade deal, upcoming elections, and of course—whether the recent coronavirus outbreak changes anything for investors.
Jonathan Beale chats to the ASB Wealth team about some of the burning questions they get from customers, and how having a Wealth Manager can help you make the best investment decisions.
In our latest episode, we speak to Jonathan Shead and Anthony Zielinski from State Street Global Advisors about how we should view fixed income investments in a low interest environment. They also share their outlook for the markets in 2020 and the ongoing China-US trade wars.
In this episode Jonathan Beale and Chris Tennent-Brown ask the big question—could New Zealand be heading for negative interest rates, like we’ve seen in other countries? Recorded Friday 8 November, 2019.
All the way from the USA, Glen Booraem from Vanguard joins Jonathan Beale and John Smith to chat about investment stewardship—and how Vanguard gives a voice to ASB customers by exercising our voting rights as shareholders.
Jonathan Beale chats to David Griffith and Jason Collins from BlackRock—the world’s largest asset manager—about what’s happening in the markets, how you can build resilience in portfolios and how to react to the rollercoaster ride that is Trump’s Twitter feed.
Jonathan Beale, Mairead Needham and John Smith talk about ASB’s new Positive Impact Fund—a ground-breaking fund with a preference for investments that make a positive impact on society or the environment.
Jonathan Beale and Chris Tennent-Brown chat about the recent official cash rate cuts, and what happens when interest rates go below zero as we’ve seen in Europe. They cover the inverted US yield curve — and give some updates from the frontline of the trade war.
Chris Wilson and Chris Tennent-Brown talk about why we’re seeing interest rates hit an all-time low, while share markets are at a record high. They consider the impact on investors and what we should expect going forward.
In this episode, Jonathan Beale and Chris Tennent-Brown cover the Reserve Bank’s rate cuts, the Government’s new focus in the wake of the CGT being dropped – and Trump’s latest antics.
Jonathan Beale and Chris Tennent-Brown discuss two major issues that have dominated the news, the US-China trade war and the recent tragedy in Christchurch.
ASB's Mairead Needham and John Smith discuss active and passive management, and what effect experiences and different perspectives can have on investment decisions.
ASB's Jonathan Beale, Chris Tennent-Brown and Mairead Needham provide an up-to-date overview of the markets. They discuss what happened in the first quarter of 2019, the effects of low interest rates and the impact of the recent events in Christchurch.
ASB's Jonathan Beale and Chris Tennent-Brown outline the Tax Working Group's recommendations to the government and discuss how these changes could affect ASB investors.
ASB's Jonathan Beale and Chris Tennent-Brown discuss some of the recent events that have impacted the markets and when the right time might be to either react or sit tight.
ASB works with Harbour Asset Management to manage funds invested in Portfolio Series funds. In this podcast, ASB's Chris Wilson talks to Craig Stent from Harbour Asset Management about Australasian Shares.
Devon Funds is one of the investment companies ASB partners with to make investment decisions. ASB's Chris Wilson talks to Nick Dravitzki from Devon Funds about their specialty area, Australasian shares.