This week Mark Brooks, Chief Investment Officer at NZ Funds will join Stephan Clark to discuss the outlook for the remainder of 2024 and how NZ Funds’ Portfolios are positioned for a second half of the year that will not be short of market moving events. Mark will talk through what the United States presidential election in November is likely to mean for NZ Funds’ investors, the prospect that interest rate cuts will be seen in New Zealand before the end of the year and why we think the bad news is well and truly priced into New Zealand shares.

Recognised by Citywire as one of the top female portfolio managers globally and the only one based in Australasia, Kate Howitt built an impressive track record over 15 years managing the Australian Opportunities Fund at Fidelity International, a global investment house with over $1 trillion under management.

Kate’s investment approach focused on finding attractively valued companies with strong competitive positions and management teams. After stepping down from Fidelity, Kate now focuses on governance and advisory roles, including at Boston Consulting Group, and remains a sought-after business commentator in Australia.

Join us as we ask Kate how she became a portfolio manager, how her investment approach evolved, why she’s optimistic about Australia’s outlook, why more women should pursue careers in financial services, and how to cut the noise and see the signals needed for investing success.

Inflation, the invisible thief, reduces the purchasing power of your money. As the cost of living increases over time, it can be a challenge to preserve the value of your savings. To address this, NZ Funds maintains the Inflation Category, a portfolio series with investments specifically selected for their ability to grow earnings above inflation over the long run. This includes global and domestic investments across infrastructure, utilities and property.

This week Mark Brooks, Chief Investment Officer, and Casey Keiper, Portfolio Manager, at NZ Funds will join Stephan Clark for a deep dive into the Inflation Category. They will discuss the role of inflation assets and defensive shares in a well-constructed diversified portfolio, explain how NZ Funds invests to mitigate the impact of inflation, and share case studies from NZ Funds' Inflation Category.

Join us for this insightful discussion on a topic front of mind for investors over recent years.