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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The NZ Funds Knowledge Series | Equal Weighting and Downside Mitigation
Monday, 10 November, 2025

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 structured. NZ Funds’ latest research explores two areas that can make a real difference. How equal-weighted portfolios compare with capitalisation-weighted portfolios, and how tail-risk protection can help reduce drawdowns while lifting long-term returns.This week, we’ll look at the findings from NZ Funds’ recently published Equal vs Capitalisation-Weighting and Downside Mitigation (Universa) white paper. From how regular rebalancing and broader share exposure can improve returns, to how downside protection strategies like Universa can buffer major market falls, the research shows practical ways to build stronger, more resilient portfolios.In a world of concentration risk and sharp market moves, both approaches aim to give investors better long-term results - higher compounding and steadier returns. Join hosts James and Stephan, together with NZ Funds CIO Mark Brooks, as they explore what this means for the next generation of portfolio design.