ASB Investment Podcast

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.