The suspense of the U.S. election, mounting government budget pressures, persistent inflation concerns in key economies, global power shifts, and new technologies are driving a complex, opportunity-rich environment for investors with longer time horizons. In this episode we explore this shifting environment with London-based James Grigor, Partner at Syzygy Investment Advisory and NZ Funds alumnus. Syzygy is a global macro asset management that serves sovereign wealth funds and family offices and is one of a select group of managers with which NZ Funds partners.

United States, European and Japanese share markets have delivered solid gains this year, defying global challenges. The United States economy is also showing remarkable resilience. But how can markets thrive in the face of so much uncertainty? Elections, geopolitical crises, weather events, high interest rates and inflation should all weigh on markets… shouldn’t they? Mark Brooks, Chief Investment Officer at NZ Funds, and Stephan Clark, Chief Client Officer, explain why markets often react before economic data catches up. They'll cover key topics like the upcoming US elections, surprisingly strong job creation in the US, China’s stimulus efforts, geopolitical risks, and changes in global interest rates - and what all of this means for the New Zealand economy.

With millions of Ukrainians displaced and amid constant missile attacks, former Tauranga mayor Tenby Powell took action by founding Kiwi Aid & Refugee Evacuation (Kiwi K.A.R.E.). He moved to Ukraine to deliver medical and humanitarian aid to ‘Red Zones’ near the frontline. Join us for a discussion with Tenby, calling in from Warsaw, as he shares how Kiwi K.A.R.E. was born, how his military and business experiences shaped its mission, the charity’s latest initiatives, and the most powerful moments from his time so far in Ukraine.