ASB Investment Podcast

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.