Generate’s Investment Specialist Greg Smith is joined by Matthew Hanchet, Investment Distribution Manager, to discuss another strong months for markets, driven by technology stocks, the latest NZ budget, potential changes to KiwiSaver and Generate's latest award win.

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• Markets had another strong month in May, with technology stocks again leading the way. Do AI-related stocks still have further room to run?
• Strong market returns in May have contributed to Generate’s performance outcomes.
  Generate has also had something else to celebrate with its latest Consumer NZ award.
• We’ve now won this recognition for the sixth time. Find out what made us stand apart from the pack.
• We’ve seen some notable developments with the Reserve Bank’s latest meeting and the Government’s Budget. Hear what announcements stood out from an investment perspective.
• There’s been more discussion recently about potential changes to KiwiSaver. What are the proposals and what could they mean for KiwiSaver members?

Generate’s Third Party Distribution Manager Paula Damen talks to Investment Specialist Greg Smith about the big winners and losers globally in the latest earnings reports. Meanwhile the Kiwi market hit a record high and we could be seeing signs that the economy is more resilient than expected.

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• There was plenty going on again in markets in July. On the earnings side were some notable reactions – some big winners and some going the other way. Does this change how investors should think about AI investing?
• Back home, the Kiwi market hit a record high. Are we seeing signs that the New Zealand economy is proving more resilient than many expected?
• Talking of major milestones, what does reaching 200,000 members and $10 billion under management mean for Generate and its clients?
• The latest Morningstar results were particularly strong for Generate. Find out what stands out most about the results, and what they show about the consistency of the investment approach.

Generate’s Investment Distribution Manager Matt Hanchet talks to Investment Specialist Greg Smith about the key market themes from August – from a strong global reporting season and continued AI investment to volatile bond markets, New Zealand company results and the latest Reserve Bank decision.

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Topics covered

• Global earnings remained resilient. What did the latest reporting season tell us about the health of companies and the wider economy?
• AI continued to be a major market theme. Nvidia, Microsoft, Amazon and AMD were among the companies highlighting how AI investment is translating into revenue and earnings – while the opportunities are increasingly extending beyond the technology sector.
• Bond markets had a volatile month. Greg explains how inflation, employment data, government debt and central bank expectations influenced yields, the US dollar and gold.
• New Zealand companies were back in the spotlight. Hear what results from Fisher & Paykel Healthcare, Vulcan Steel, Port of Tauranga, Spark, Fletcher Building, The Warehouse and Air New Zealand could be telling us about the domestic economy.
• The Reserve Bank was also in focus. Matt and Greg discuss the latest interest rate decision, inflation pressures and what the Bank’s messaging could mean for the economic outlook.

Generate’s TPA Distribution Manager Paula Damen talks to Investment Specialist Greg Smith about the key market themes from September – from continued momentum in artificial intelligence and higher global interest rates to the growing political focus on the future of KiwiSaver.

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Topics covered

🤖 AI remained a major market theme. Greg looks at strong gains across several technology and AI-related companies, including Meta, Micron, Lumentum and KLA, and explains why the opportunity increasingly extends beyond AI models to the infrastructure needed to power them.

📈 Central banks moved rates higher. The Federal Reserve, European Central Bank, Bank of Japan, Reserve Bank of Australia and Reserve Bank of New Zealand all tightened policy as inflation remained a key concern. Greg discusses what higher rates and rising bond yields could mean for markets.

💻 Technology earnings remain important. While valuations continue to attract attention, many of today’s AI leaders are producing strong revenue, earnings and cash flow growth. Greg explains why identifying the companies that can turn AI investment into sustainable profits remains crucial.

🇳🇿 KiwiSaver is becoming a bigger policy discussion. With different political parties proposing changes to how KiwiSaver contributions could work, Paula and Greg discuss why the broader debate is increasingly focused on participation, contribution levels and helping New Zealanders build larger retirement balances. Labour, for example, is proposing compulsory employer contributions rising to 6% by 2032, while current default employee and matching employer contribution rates are 3.5%.