Shared Lunch

How does Briscoe Group's Rod Duke view incoming competition from international retailers like IKEA and Sports Direct? The retail veteran shares his unconventional strategy of welcoming customers to try competitors. Plus - Duke reflects on his transition from hands-on management to mentoring, and why building a lasting legacy matters more than short-term defense. This clip is taken from our previous episode: ‘Occupy, dominate, and defend’: Briscoe Group’s growth plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

How do you steer a retail giant through US-China trade conflicts and low consumer spending?Garth Bray cracks open Rod Duke's playbook for weathering an economic downturn—and capitalising on an international trade standoff. The Briscoe Group CEO reveals how his buyers have used ongoing tariff tensions to find negotiating opportunities with Chinese suppliers. In this episode, we find out: why is Briscoe Group investing $100M in a new distribution center while sales are flat? Why would this big box retailer plan to open 15 smaller 'metro' stores? Are Briscoes or Rebel concerned about incoming retail giants like IKEA, and budget e-commerce sellers like Temu and Shein? Plus, Rod shares some surprising numbers about online vs. in-store sales.  For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

Is KiwiSaver better off with policy stability or is it overdue for comprehensive reform? Matt MacPherson from Sharesies & Chris Di Leva of Harbour Asset Management debate whether potential cuts to government contributions would impact participation rates. Plus - how many investors would support higher KiwiSaver contributions in a cost of living crisis? This clip is taken from our previous episode "Investing in US markets via KiwiSaver". For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

Curious about investing in the US market in more ways than one?  In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles,  your risk appetite, and how to think about US investing as part of your long-term financial plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchSharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

In this quick bite, Ed McKnight from Opes Partners challenges the perception that property investment is low-risk, explaining how leverage amplifies both gains and losses. How exactly does the "mortgage magnifier" work? Ed shares how even a 5% property value change can result in far bigger equity shift for investors. Plus, we look at historical returns between property and shares in New Zealand over the past 25 years. This quick bite is from our previous episode 'What does property investment look like in 2025?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion with Ed McKnight, Resident Economist at Opes Partners. While he believes there’s a “buyer’s market”, Ed cautions that housing might be riskier than you think, and that leverage can amplify your losses as well as your returns. Is Ed worried about the impacts of climate and insurability for property investors? What makes a property rentable in 2025? How does our lower birth rate affect demand for different types of housing? And with New Zealand close to a 10-year high in property listings, Ed shares how Opes Partners identifies undervalued growth areas (like Christchurch in the pre-covid era).This episode was recorded at Podlab in Auckland. Thanks team! https://www.podlab.co.nz/ For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis. Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage.  This clip is taken from our previous episode '' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

After a tough few years for inflation, interest rates, and investor confidence, Nicola Willis is charged with not only repairing but expanding the economy. So how will our Minister of Finance and Economic Growth make that happen?  Get a preview of the upcoming Budget, and hear how the Minister plans to strike a balance between stimulating growth and managing spending. How will we prioritise investment into key areas like health, education, and defense? How can we reduce NZ’s debt and attract international investing and lending? Can new trade agreements counteract the infamous Trump tariffs?  Plus, how the government plans to bring financial literacy into classrooms. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).  Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.  We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.

Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies? In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Could we be seeing a psychological shift with today's retail investors seeing market fluctuations as simply "the price of investing." This clip is taken from our previous episode 'The art of strategic mediocrity' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

Forget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing. In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last few weeks, and unpack well-known investment management firm PIMCO’s approach. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.  We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.