The Monday Call

Sir Bill English has spent more than three decades at the centre of New Zealand’s biggest economic and policy decisions — as Prime Minister, Minister of Finance and now a leader in business. Few better understand what...

Tim Draper is one of the defining investors of the modern era. Founder of Draper Associates, he was the first outside investor in SpaceX and an early investor in Tesla, Skype, Hotmail, Baidu and Coinbase before they...

<p>Few understand the space economy and opportunities it presents better than Chris Quilty. As President of Quilty Space, he advises investors, operators and policymakers worldwide and is widely regarded as one of the...

<p>One of Wall Street’s most widely followed tech analysts and a regular voice on CNBC and Bloomberg, Dan Ives is a leading commentator on AI, NVIDIA, Tesla and companies shaping the next decade of markets. As Global...

<p>New Zealand’s energy system is being tested and few are closer to the action than Alexa Preston, Chief Financial Officer of Channel Infrastructure NZ. Leading the finances of a key infrastructure business, Preston...

<p>Jarrod Kerr, Chief Economist at Kiwibank, has stepped into the centre of a widening divide. In a debate now marked by sharply differing views on the path of the Official Cash Rate, Kerr has labelled calls for...

<p>Tim Ewing-Jarvie, former Strategic Adviser to the Pentagon, offers a rare insight into global security. He served in the NZ Army in a variety of roles, including as Sniper and Reconnaissance Platoon Commander and...

The recent escalation in the Middle East delivered a sharp geopolitical shock. Coordinated United States-Israel strikes on Iranian military targets, followed by Iran’s missile retaliation, quickly raised tensions. For...

<p>Hear how client portfolios are positioned for events in Iran. Headlines and markets move fast. Stay informed with this special edition of the Monday Call.</p><p><br></p><p>With missiles striking near his Dubai...

<p>Last year rewarded steadfast, diversified investors with solid returns. This year, the focus shifts to positioning for what’s next. Expectations are more grounded in reality, new sectors and regions are taking the...

<p>For our first Monday Call of the year, we report back from the Goldman Sachs Global Macro Conference Asia Pacific, a closed-door, highly anticipated Hong Kong event alongside some of the world’s leading investors...

<p>Join us as we look back on the key themes that shaped markets in 2025, and the opportunities emerging for investors in 2026. 2025 has been defined by a world moving at different speeds: slowing growth in some...

<p>Interest rates remain one of the most powerful forces shaping investment outcomes, and understanding the four phases of the interest-rate cycle (hiking, peak, cutting and the flat bottom) is key to navigating...

<p>The way investors build share portfolios is changing. With markets increasingly driven by a handful of big companies and traditional diversification offering less protection, it’s time to rethink how portfolios are...

<p>As the third quarter draws to a close, we look back on the perspectives we shared at mid-year. We were right to remain confident: growth prospects for 2025 have continued to propel markets higher, and our outlook...