The Monday Call

Author: New Zealand Funds Management Limited

This is the Monday Call, brought to you by NZ Funds. Its about financial markets - where they are now, and where we think theyre headed. Its not just about share market movements or changes in bond prices. Its about new technologies and crypto assets. Its about decarbonisation, commodities, and how geopolitical events can change the direction of the global economy. Every week, we talk to the innovators and commentators, the fund managers and headline makers, to gain insights into the new market realities. Its a global view of finance from a uniquely New Zealand perspective, keeping Kiwi investors and financial advisers up to date with the latest market news.
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Language: en-us

Genres: Business, Investing

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Beyond the US – Will other markets shine in 2025?
Episode 1
Monday, 3 February, 2025

In our first Monday Call for 2025, we welcome Mark Brooks, Chief Investment Officer at NZ Funds, to discuss the key themes shaping the investment landscape. Despite global uncertainty, geopolitical tensions and major elections, 2024 ended on a strong note for markets. Now we look at what’s next. Markets enter 2025 with a mix of opportunities and challenges. The US remains a driving force, powered by its tech sector, but high valuations combined with high expectations and the Trump presidency add complexity. New Zealand’s share market, like many outside of the US, showed strength in late 2024, and while expectations remain modest, signs of improvement are emerging. What can investors expect in 2025? Will the downgrades seen in New Zealand turn to upgrades? Will new tariffs and geopolitical risks hinder growth? Why is the US so highly valued, and is this at risk? And where does Bitcoin fit in? Mark’s insights will equip investors with the knowledge to navigate the year ahead.