Continuous Disclosure: Recent Episodes
NZME
The New Zealand Herald business team is proud to present Continuous Disclosure, a fortnightly podcast that aims to help you better understand the rapidly changing and ever-evolving global financial market.
Every second Wednesday at 5am, join a rotating team of NZH business journalists, including Duncan Bridgeman, Liam Dann, Tamsyn Parker and Jamie Gray, as they talk to experts about the latest developments and trends that could impact your portfolio.
It's time for another wrap of the markets - August saw many New Zealand companies report their earnings, with interesting insights into the state of the economy, while overseas, there is one thing that has investors and analysts interested and that is Ozempic!
For this last episode of the season, Madison is joined by Fisher Funds Senior Portfolio Manager Sam Dickie to analyse the global markets.
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The election campaign is well and truly underway now, and the economy is set to be the talking point thanks to the cost of living crisis and ongoing inflation.
Things heated up this week after Finance Minister Grant Robertson announced four billion dollars in savings for the next four year forecast period. That’s doubling the savings found ahead of this years Budget, and shows just what a tight squeeze we’re in at the moment - and it sets some tricky landmines for other parties, with National's tax policy due this week.
To give us insight into the state of the economy and how that plays into the election, Madison is joined by New Zealand Herald Wellington business editor Jenee Tibshraeny and Westpac senior economist Satish Ranchhod.
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She may be working out of San Francisco, but Xero's new CEO Sukhinder Singh Cassidy is looking forward to the challenges and opportunities presented by the company she's been leading since November.
She joined Madison on this month's spotlight to discuss what the future holds for the company, the role AI will play, and reducing the company's workforce.
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Reporting season is underway for a number of New Zealand's biggest businesses. After years of profits impacted by Covid, will we start to see some big profits and dividends? And as people struggle with the cost of living though, will there be some hesitancy from the big companies in celebrating their gains?
This week, Damien is joined by NZ Herald business editor Tamsyn Parker to discuss the latest reporting season.
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On this week's episode, Madison is talking to the founder of EasyCrypto, Janine Grainer, after a spike in demand for crypto assets, and how this is coming at a time when talks of regulation is ramping up across the industry - and followers have their eyes set on the next Bitcoin halving.
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A number of reports released over the last week have cast a light on the state of our economy as the country continues to battle inflation and cost of living. To discuss the various data and what it means for Kiwis, Damien is joined by ANZ economist Henry Russell.
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On this month's market wrap, Madison is joined by Fisher Funds senior portfolio manager Sam Dickie to discuss the US reporting season and if the country is avoiding a recession based on the current financial reports. They also look at the state of the tech and media sector after an eventful month in those spaces.
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The aviation sector is taking off again as tourists continue to catch up on revenge travel after years of being stuck at home.
With that uptick in demand, we have however seen a sharp rise in pricing – which is great for airlines, but frustrating for consumers desperate to tick a few things off the bucket list.
This week, Damien talks to NZ Herald aviation editor Grant Bradley about his exclusive interview with industry legend and president of Emirates Sir Tim Clark about where the travel sector is headed and if we can ever expect those sky-high prices to come down again - and you can hear from Sir Tim himself!
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Blackpearl Group is one of the most recent companies to have listed on the NZX. For this month's Business Spotlight, Madison is talking to their CEO, Nick Lisette, on what their company does, how they are performing so far, and if they are the next Xero.
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This month the Reserve Bank will make another decision on the Official Cash Rate and this one could look very different. The wholesale rate is currently sitting at 5.5 per cent after a small increase in may. But the Governor has told us to expect no increase next time.
New Zealand is officially in a recession so does that mean the Reserve Bank’s work is done?
To discuss this, Madison is joined by ASB chief economist Nick Tuffley.
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We’re at the halfway mark for 2023 and it seems last year’s market losers are this year’s big winners.
The NASDAQ is up 30%, the DAX 12% - but the ASX200 is only up 2% and the NZX50 is flat. So is our part of the world struggling while the rest of the world is riding a tech and AI high?
For this month's monthly markets wrap, Damien is joined by Ashley Gardyne, Chief Investment Officer at Fisher Funds, to discuss the winners and losers for the first half of the year.
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It’s official - New Zealand was in a period of technical recession at the beginning of this year, according to GDP figures out this month.
Investment firms have been telling us for months that we should put our money in defensive investments that are somewhat protected from economic downturns - but major US markets are now in bull territory.
So is this recession actually going to impact earnings, or fuel more optimism that rate increases will end?
To help explain what to do in this confusing time, Madison is joined by Chris Smith, the New Zealand general manager of CMC Markets Asia-Pacific, to discuss what he's seeing across the investment sector.
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There have not been any new companies listed on the NZX since December last year - so why is there such a dearth of companies publicly listing, and is there anything we can do to change that case?
For today's episode, Damien talks to consultant and former NZX head of insights Julia Jones to discuss the process of listing and the pros and cons that come into the decision making.
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The cost of medicine is always controversial, particularly in an election year. We’ve already seen the Government scrap prescription fees to make them more accessible – but what sort of costs really go in to making and licensing medicine, and how does being publicly listed impact a drugs company?
For this month's Business Spotlight, Madison is joined by AFT Pharmaceuticals founder and CEO Hartley Atkinson to discuss his business and how these changes could impact the industry - plus, the story behind AFT's first dividend payment and why he thinks some parts of big pharma are the enemy.
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Over the last few weeks, Auckland Mayor Wayne Brown has attempted to get councillors on side with his desire to sell the council’s shares in Auckland Airport.
Selling publicly owned assets always sparks controversy on both sides of the political divide, but is selling them in the favour of the entities themselves?
This week, Damien is joined by Fisher Finds portfolio manager Matt Peek to discuss the business case for selling publicly owned assets, why markets want to see more of them listed, and what an airport sale could mean for the passenger experience.
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It's time for another look at how the markets have performed over the last month both here and overseas - and Budget 2023 has been the big story here in New Zealand. Plus, reporting season and a growing bull market from the NASDAQ have put the spotlight back on tech stocks.
To discuss what it all means, Tamsyn is joined by Matt Peak, Portfolio Manager ‑ New Zealand Equities for Fisher Funds.
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Tomorrow is one of the biggest days of the year for the Government, as Finance Minister Grant Robertson unveils his sixth budget.
With October’s election looking incredibly tight, this budget could sway the decision of swing voters – but with inflation and cost of living pressures, will there be any sweetners?
For today's episode, Damien is joined by ANZ senior economist Miles Workman to discuss what we can expect, if it will have an impact on the markets, and if the savings are all just an accounting error or not.
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Tourism is one of our country’s key industries, and as we know, has taken a massive hit over the past few years. Borders have been open for a little over a year now, and as we head into winter and the ski season, it seems fitting to check in on how this major sector is performing.
For this month's Business Spotlight, Madison is joined by Tourism Holdings chief executive Grant Webster.to discuss how the industry is coping post-pandemic and mid-recession.
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New Zealand's major banks are set to reveal their profits this month.
It's a crucial time for banks as their customers start to roll of fixed interest rates on loans like mortgages to much higher rates.
So are banks benefitting from charging borrowers more, or are they having to give that extra money to savers through better deposit rates.
This week, our co-hosts combine as Madison and Tamsyn discuss how bank finances work - and if the latest US bank collapse is of concern to us.
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The discussion around inflation has dominated economic chat in New Zealand this month, from the soaring price of food to a lower than expected inflation rise. But what’s the story overseas, and how is that discussion being reflected in the markets?
For April's market wrap, Tamsyn is joined by Ashely Gardyne, Chief Investment Officer for Fisher Funds, to discuss the month in markets and what it means for everyone.
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The Ports of Auckland have been a contentious part of Auckland life for years, with many wanting the site moved away from the CBD, while concerns in recent years around safety have added to their woes.
On top of that, a new report from TBD Advisory has highlighted just how poorly the port has performed financially – and suggests a mixed ownership model is the best move forward.
Guest host Damien Venuto (The Front Page) is joined by Phil Barry, director of TBD Advisory, to discuss the report and the possibilities for the Ports.
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For this week’s episode, we’re putting the spotlight on another business that has been making headlines recently.
The supply chain issue has been one we’ve heard a lot about since Covid hit, and globally we are still seeing issues in some countries struggling to clear the backlog. But now that things are open again, what’s the story?
Madison is joined by Mark Troughear from Freightways to discuss the situation in New Zealand - and learn why our postage should cost twice what it does.
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The Reserve Bank is set to make its latest Official Cash Rate announcement today as signs have already begun to emerge that the economy is shrinking.
This week, Tamsyn is joined by Kiwibank chief economist Jarrod Kerr to dig into his predictions and an overview of the state of the economy, including if we are in a recession and how long inflation will continue to bite.
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The use of buy now pay later has exploded in popularity in recent years. On paper, it’s a temptation many of us can’t ignore to get what we want and worry about paying it off later.
However, now the sector is facing regulation, rising interest rates and an economic slowdown.
Today, Tamsyn is joined by Gemma Rasmussen, Head of Research and Advocacy at Consumer New Zealand, to talk about the challenges for the industry.
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After the sudden collapse of Silicon Valley and Signature Banks sent shockwaves around the globe, economic observers were shocked further by the surprise buyout of Credit Suisse. It's prompted questions about the state of the global economy and if any more banks will fall or need rescuing.
For this month's monthly markets wrap, Madison is joined by Sam Dickie, fund manager for Fisher Funds, to discuss the state of the financial sector with insight into the consequences of the bank collapses.
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Banks last year made a record $7.18 billion, a net profit after tax that came in a billion dollars higher than 2021. The revelation comes amidst calls from the National Party for an inquiry to be held into the retail banking sector - calls Labour has so far rejected.
This week, Tamsyn talks to Massey University’s Claire Matthews to discuss if an inquiry is necessary, and what the future holds for the sector.
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When David Banfield arrived to fill the top job at the honey exporter Comvita in January 2020, the company had lost its way, he admits.
Since then, the company has seen its gross profit margin grow, but the recent cyclone has highlighted some of the challenges the company faces. Today, David joins Madison Reidy for the first in a new monthly business spotlight to discuss the challenges he faced when he arrived at the company, Comvita's presence in China, and the state of the global beekeeping industry.
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The end of lockdowns and border closures has resulted in enormous pent-up for demand and Aotearoa’s tourism companies are back in business. Last week Air New Zealand roared back into profit while Auckland Airport upgraded its full year profit forecast.
Today, Tamsyn Parker is joined deputy business editor and aviation expert Grant Bradley to discuss the aviation upswing that's happening at the same time as consumers paying more but getting less.
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In the first of a new monthly feature where Stock Takes examines the month in markets in New Zealand and around the world, Madison Reidy is joined by Fisher Funds portfolio manager Harry Smith to talk about market rallying, US inflation and reporting season, political tensions between the US and China, and New Zealand's reporting season and recent storm damage.
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Stock Takes is back for 2023 - and what a year it has been so far! We all thought 2023 may finally give us a break – and instead, it has been a summer of storms!
After flooding events in Auckland and cyclonic damage across the North Island, on top of a cost of living crisis, New Zealand is in for an interesting economic outlook.
Today, Tamsyn is joined Brad Olsen, Chief Executive and Principal Economist at Infometrics, to discuss the economic impact of the destructive weather, and takes a look at the reporting season underway.
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Investors may need to practice more patience next year and look elsewhere for opportunity, with share markets unlikely to recover recent losses for at least another 12 months.
That's according to Fisher Funds chief investment officer Ashley Gardyne. He joins Madison Reidy on the final episode of Continuous Disclosure for 2022, looking back at the last year in markets and investments, the lessons learned over the last 12 months, and what lies in store for 2023.
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The Reserve Bank recently raised the Official Cash Rate by 75 basis points to 4.25 per cent - the highest rate since 2008.
The move is intended to target rising inflation and curb back spending, but it has big consequences for anyone with a floating mortgage rate.
Today, Tamsyn Parker is joined by independent economist Tony Alexander to talk about his predictions of how high that could go, and if this recession will be as bad as what the country has seen before.
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It's rare to hear anything good about the economy at the moment - a fact being reflected in company results coming through for the first half of the year.
However, while some companies and industries are struggling, there are some economic bright spots shining through for sectors that are not as affected by ups and downs in the economy.
On this episode of Continuous Disclosure, host Jenee Tibshraeny is joined by Fisher Funds New Zealand equities portfolio manager Matt Peek to discuss the tightening of the economy, recent company earnings and the positives amidst the global economic gloom.
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The last few weeks have been tumultuous for tech stocks.
Billions of dollars in value was wiped off major technology stocks like Meta (the owner of Facebook), Alphabet (Google), Netflix and Amazon last week as investors punished companies for failing to meet expectations.
Does this mean we are headed for another tech wreck? And how has Elon Musk's purchase of Twitter changed the landscape?
This week, Tamsyn Parker talks to Stake’s Eliot Hastie about what this tech turbulence means for investors.
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KiwiSaver has grown to be worth more than $90 billion but much of that money is invested in foreign companies.
The reason for that is diversification. As investors we don't want all our eggs in one basket - investing all of our money in New Zealand would leave us highly exposed to our small country and its fortunes.
But David McLeish, head of fixed interest at Fisher Funds, believes the money that is being invested in New Zealand could be put to better use to support and grow New Zealand Inc.
He joins host Tamsyn Parker to discuss his recent opinion piece on the topic.
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Interest in ethical investment and the number of ethical options available has been rising strongly in recent years but it has not come without its challenges.
The Financial Markets Authority this year warned fund managers about greenwashing and said investment managers were not doing enough to make it easy for Kiwi investors to compare and choose ethical funds.
Tamsyn Parker speaks to ethical investment adviser Rodger Spiller who says while it's great that others are now catching up, greenwashing is a big challenge for investors.
For more business news, head to nzherald.co.nz/business
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Inflation is the topic on everyone's lips these days - but how do you manage risk and identify investment opportunities in what feels like a very turbulent environment?
On today's episode, Jenee Tibshraeny is joined by Fisher Funds' chief investment officer Ashley Gardyne, who is among a group of economic observers who believe the New Zealand economy won't be able to handle too many more aggressive official cash rate (OCR) hikes.
They discuss the tough talk being held around the world, how much of it will turn to reality, and what role decisions by other central banks has on our Reserve Bank.
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The Government endured a whirlwind media cycle last week, after plans to increase goods and services tax on some investment fund fees, including KiwiSaver, were rapidly pulled following a public backlash.
While the proposal is dead, an industry group for chartered accountants still sees merit in addressing the inconsistencies in the tax system.
Chartered Accountants Australia New Zealand tax lead for New Zealand, John Cuthbertson, joins Jenee Tibshraeny on this episode of Continuous Disclosure to discuss what the bill would have changed, and other taxes and fees that need addressing.
For more business news, head to nzherald.co.nz/business
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New Zealand is about halfway through its June 30 balance date reporting season - and it gives investors a chance to run the ruler over the financial figures of New Zealand's listed companies and decide if they deserve a pass mark or a black mark.
On this episode of Continuous Disclosure, Tamsyn Parker talks to Fisher Funds senior portfolio manager Sam Dickie about what companies in New Zealand are performing well, and which ones aren't, as well as how the global markets are playing out. Plus, what do investors need to know when it comes to a company's fiscal results?
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"Green finance" has become something of a corporate buzz phrase in recent years, as banks and governments increasingly link debt products to sustainability initiatives.
The New Zealand Government is even planning to issue "green bonds" later this year, that will see it promise investors debt raised will be used for green investments. And this week, Kiwibank announced it will launch a sustainable loan product for businesses on September 26.
On this episode of Continuous Disclosure, Kiwibank's head of sustainable finance Tom Williams joins Jenee Tibshraeny to discuss what their policy means, the ins and outs of green finance, and how to avoid making 'greenwashing' policies.
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Cryptocurrency markets have plunged this year as confidence in markets as a whole has plummeted with rising interest rates, high inflation and the threat of recession.
In the US, three companies in the cyptocurrency space have gone bankrupt in the past three weeks and others are cutting back on staff as they face a fall in the amount of money investors are ploughing in.
But the death of digital currencies has been called before - so are we reading too much into this collapse?
Today, Tamsyn Parker is joined by Janine Grainger, chief executive of New Zealand cryptocurrency exchange Easy Crypto, to discuss what the future holds for digital currencies.
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Markets are hard to predict at the best of times, but it seems unlikely there will be a quick recovery for stocks that are having their worst year in at least three decades.
Global shares have lost more than US$20 trillion in value this year and some say the worst is not yet over based on expectations for a recession in the United States and other powerhouse economies.
In this episode of Continuous Disclosure, NZX general manager capital markets origination Sarah Minhinnick discusses the state of the markets with Duncan Bridgeman, and how macro-economic and geopolitical events are being felt in New Zealand.
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It's a term that's been thrown aroud a lot in recent weeks - stock markets have slumped into bear territory, while inflation is continuing to rise. But what exactly is a bear market? And is hiking interest rates the only way to avoid recession?
On today's episode of Continuous Disclosure, Liam Dann talks to Fisher Funds senior portfolio manager David McLeish to dissect what exactly a bear market is, and why hiking interest rates could cause more harm than good.
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Supply chain issues are continuing to cause headaches for many Kiwi exporters, with Covid lockdowns and inflation continuing to create havoc.
NZ company Skellerup Holdings does a lot of manufacturing in China and distributes all over the world, so chief executive David Mair is well placed to offer some insight into the supply chain crunch that's adding costs everywhere.
The good news is that Mair believes things are about as tough as they'll get for supply chains - with some signs of pressure easing.
The bad news is that he doesn't see inflation easing fast.
On this week's episode, NZ Herald business editor at large Liam Dann is joined by Mair to get his insight in what's happening with the global supply chain.
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Some investors will have had a big reality check from the plunge in meme stocks, cryptocurrencies and NFTs in recent months.
More than 10,000 Kiwis poured their money into the likes of GameStop and AMC Entertainment in 2021 as their share prices soared to new highs.
But the shares have fallen a long way in recent months and markets around the world have plunged with cryptocurrencies and NFTs falling even further than mainstream sharemarkets.
On this week's episode, Tamsyn Parker is joined by Kristen Lunman, chief executive of investment platform Hatch, to discuss what draws peoples to these investments, and what it will teach them about the markets.
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There is never a convenient time to bite the bullet and make the necessary investment in reducing our carbon footprint or improve our health sector.
But with a health-centric Budget due this week, and the unveiling of the Emissions Reduction Scheme, will pumping billions of dollars into the economy to mitigate these issues exacerbate the inflation problem?
NZ Herald Wellington Business Editor Jenee Tibshraeny is joined by Deloitte chief economist Zoe Wallis on this week's episode of Continuous Disclosure to preview the Budget and discuss what impact it could have on the economy.
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"Are we actually headed for a recession or is there going to be a soft landing?"
That's the big question markets are trying to digest right now, says Fisher Funds chief investment officer Ashley Gardyne.
Markets were already "spooked" by high inflation forcing central banks to raise rates, Gardyne said.
Then with the events in Ukraine and rising oil prices concern has shifted to the impact on consumers and whether that will impact earnings, he said.
On the eve of the 15th anniversary of KiwiSaver, the market volatility creates a fresh challenge for the scheme as most investment balances have moved backwards for the first time in years.
This week on Continuous Disclosure we look at what's behind that sell-off and what KiwiSavers should do...
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More than $10 billion has been wiped off the value of a2 Milk since the company unveiled a series of earnings downgrades over 2020 and 2021.
What was behind its dramatic fall from grace? And now that the company appears to be on more modest trajectory, should the company still be considered a "growth" stock?
And with a2 Milk soon joining the manufacturing ranks, isn't it time it started paying a dividend?
These are the questions put to Harbour Asset Management senior analyst and long time a2 Milk follower Oyvinn Rimer in this episode of Continuous Disclosure, a podcast hosted by the Herald's business reporters with support from Fisher Funds.
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Air New Zealand is undertaking one of the largest capital raisings in New Zealand's corporate history and is asking its investors to dig deep with a $1.2 billion rights issue.
But many of those investors are new to share investing and might not have taken part in a rights offer before.
NZ Herald Personal Finance Editor Tamsyn Parker talks to Sharesies CEO Leighton Roberts about why companies raise capital and how a rights offer works - and what happens if shareholders do nothing.
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With 24 years under his belt at the forefront of private equity investment in New Zealand, Gavin Lonergan knows a thing or two about markets.
And what he knows right now is that the economy is heading into a difficult period, not to say the last couple of years have been plain sailing.
NZ Herald Business Editor Duncan Bridgeman talks to Lonergan about his experience, what a private equity investor actually does, and what he makes of the current financial headlines.
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The uncertainty created by Russia's war on Ukraine has driven turmoil in global financial markets while western nations have piled on sanctions.
Russia's central bank has banned brokers from selling investments on behalf of international clients and the Moscow Stock Exchange has been on a trading halt for more than a week.
NZ Herald Money Editor Tamsyn Parker talks to NZX chief executive Mark Peterson about why the war has unsettled markets - as well as taking a look at recent changes within the NZX and how the year ahead may unfold.
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The Reserve Bank has lifted the official cash rate by 25 basis points to 1 per cent, and it has sparked debate amongst economists about what the bank's plans are to tackle rising inflation.
NZ Herald Business Editor at Large Liam Dann talks with Fisher Funds senior portfolio manager and head of fixed income David McLeish about the reaction to the policy and what it means going forwards for everything from interest rates to house prices.
You can find more business and investment news at nzherald.co.nz/businessSee omnystudio.com/listener for privacy information.
What's in store for the economy now that the Government has laid out a plan for a staged opening of New Zealand's borders? So far, consumer price and labour data has pointed to a stronger-than-expected economy, while last year's annual inflation rate of 5.9 per cent means higher interest rates are on the way - and higher interest rates are likely to come as a shock to those who have only experienced rate falls over the last six or seven years.
NZ Herald business reporter Jamie Gray talks to Kiwibank chief economist Jarrod Kerr about the reopening, and the interplay between interest rates, asset prices and equity markets.
You can find more business and investment news at nzherald.co.nz/businessSee omnystudio.com/listener for privacy information.
Global sharemarkets have had a rocky start to the year as investors sweat on a range of issues, including inflation, rising interest rates and persistent Covid-19 cases. Recent market falls have been driven by expectations that rising inflation in the US, Australia and other developed countries will lead to tighter financial conditions.
So how should investors respond to the volatility? And what else is in store for 2022?In this episode, NZ Herald Business Editor Duncan Bridgeman talks to Fisher Funds' chief investment officer Ashley Gardyne about the outlook for the year ahead,
You can find more business and investment news at nzherald.co.nz/businessSee omnystudio.com/listener for privacy information.
Financial markets in 2021 have been dominated by rising interest rates and inflation, and that is expected to carry on through 2022. But there are some potential risks - such as the spread of the Omicron Covid variant and the slow-motion crash of Chinese property giant Evergrande- that could see rates rise more slowly or even stop them in their tracks. Fisher Funds senior portfolio manager and head of fixed income David McLeish talks to Liam Dann about the highly uncertain outlook for interest rates in the year ahead.See omnystudio.com/listener for privacy information.
As a growing number of apps make it easier for the average person to get into investing, rising inflation and interest rates, alongside ongoing concerns over Covid-19, are making the sharemarkets jittery. So what does these 'retail investors' need to know about these volatile markets - and how has shareholder activism evolved in recent decades? Oliver Mander of the New Zealand Shareholders Association joins Duncan Bridgeman to discuss what investors need to know about getting through this market uncertainty.See omnystudio.com/listener for privacy information.
In this week's episode, NZH Personal Finance editor Tamsyn Parker talks to Senior Portfolio Manager at Fisher Funds Robbie Urquhart to discuss what impact the COP26 summit will have on the economy and how climate change agreements can impact investments. They also discuss what people can do to invest ethically - and how they can have an impact on their funds.See omnystudio.com/listener for privacy information.