Shared Lunch

After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion with Ed McKnight, Resident Economist at Opes Partners.

While he believes there’s a “buyer’s market”, Ed cautions that housing might be riskier than you think, and that leverage can amplify your losses as well as your returns.

Is Ed worried about the impacts of climate and insurability for property...

In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis.

Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage. 

This clip is taken from our previous episode '' For more or to watch on YouTube—check ...

After a tough few years for inflation, interest rates, and investor confidence, Nicola Willis is charged with not only repairing but expanding the economy. So how will our Minister of Finance and Economic Growth make that happen? 

Get a preview of the upcoming Budget, and hear how the Minister plans to strike a balance between stimulating growth and managing spending.

How will we prioritise investment into key areas like healt...

Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies?

In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Cou...

Forget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing.

In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last ...

Check in with Bryce Leske from Equity Mates on the aftermath of Trump’s tariff bombshell, the big market swings, and how investors seem to be reacting differently this time. Compared to recent market crashes like COVID, Bryce has noticed a new sense of excitement and opportunity, with many sticking to their strategies or using the downturn to scoop up shares at lower prices.

Hear why investing success is about your character ...

Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages.

Michelle tells us which industries might be more impacted by US tariffs—and which could benefit. Hear why global trade disruptions could actually lead t...

Ahead of the Australian election, Scott Phillips of The Motley Fool describes how market volatility and politics impact the energy sector—from solar to coal. 

Is expanded nuclear power on the horizon? What’s the lesson from the lithium crash? What would tariffs do to oil, and what’s the ripple effect for Australia’s other fuel and energy sources?

This is a bonus clip from our latest episode “Inves...

In the lead-up to the Australian election, we speak to Scott Phillips of The Motley Fool on markets, party politics—and of course, tariffs.

Scott believes that market volatility will run its course, reminding us of the roaring bull market that followed massive covid sell-offs. While he’s optimistic about the long-term, he also has sobering predictions for the near-term impact of tariffs on the Australian economy and bey...

You run with the ups and downs being the CEO of a gentailer.

In this bonus episode Neal Barclay, the outgoing CEO of Meridian Energy reflects on his 7 years at the helm of one of our largest listed companies. 

He’s super proud of the renewable track the gentailer is forging, but not without its risks and challenges. This includes its joint venture with NZ Windfarms to upgrade the wind farm near Palmerston North, Te Rere ...

Go inside Meridian’s takeover proposal with Craig Stobo, Chair of NZ Windfarms, and Neal Barclay, outgoing Meridian CEO. The two leaders weigh in on the $91M offer, the coming shareholder vote, and the future of renewable energy in New Zealand. 

Discover the motivations behind the deal, the potential of the $600M Te Rere Hau project, and what happens if the proposal falls through. And hear what this acquisition could mea...

800,000 Kiwis are projected to be over 75 by 2040 – double today's numbers.

Summerset Group CEO Scott Scoullar discusses the rapidly aging New Zealand population and retirement villages integrate with aged care facilities, combining community connections with higher levels of care. Plus, did you know Summerset is New Zealand's second-largest home builder? In a bonus clip we find out about their occasional ventures int...

Our aging population and housing supply—two of the country’s hottest topics. And right at the intersection of both? Retirement housing.

Scott Scoullar, CEO of Summerset, tells Garth Bray how the retirement village provider became New Zealand’s second-largest property developer—and the unique financial model that's helped them stay ahead of the market forces that have struck competitors.

With a ...

In this quick bite, Dr Joel Shulman from ERShares unpacks the democratization of private equity. What strategic opportunities exist in private markets that have been traditionally off-limits? Why has private equity grown from $1 trillion to $13 trillion and what are the impacts? Plus, insights on the unique valuation dynamics of private investments and why market movements create both risks and opportunities for investors.

This qui...

Fund manager Dr. Joel Shulman is bringing private equity access to retail investors. Meet XOVR, the exchange-traded fund that includes private holdings like SpaceX—typically only available to big institutions or cashed-up individuals. Hear how deferred IPOs have made private equity a $13 trillion market, and why Dr. Shulman believes there’s still massive growth potential, even dwarfing cryptocurrency. 

Discover the...

In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic decisions are made even in "passive" portfolios? Why are league tables and quartile rankings so important when comparing diversified funds? Plus, insights on tactical asset allocation  and why there's no simple benchmark for comparing diversified fund performance.

This quick bite i...

Passive funds might be more aggressive than you think.

In this second of our two-parter on the benefits of active and passive investing strategies, Smart CEO Anna Scott reveals what it really means to track the market. 

Anna explains the surprisingly active choices that go into building “passive” funds, and how passive fund managers can take defensive action during periods of market volatility. Plus: How are...

In this quick bite, Ana-Marie Lockyer, CEO of Pie Funds reveals the decision-making process of active investment managers. How do professionals evaluate undervalued stocks? What factors determined their response to NVIDIA's recent trillion-dollar drop?How do active managers navigate market volatility compared to passive funds? Plus, her insights on filtering market noise and focusing on company fundamentals in an increasingly chaot...

Would you rather put your cash in the hands of skilled managers, or is just reliably tracking the market the smarter play?

With global markets experiencing big swings, many of us are having a hard think about our investing strategies.

This is part one of a two-part series examining the risks and rewards of both active & passive styles of investing. 

In this conversation with Pie Funds CEO Ana-Marie Lockyer, we dig into how...