The long view | Markets, megatrends and the $90 billion investor
The Monday Call
Summary
The NZ Super Fund invests more than $90 billion for the Government to reduce the future cost of universal superannuation. Its long horizon lets it look beyond the headlines.
Mike Frith is Chief Economist at the NZ Super Fund, New Zealand’s single largest pool of long-term capital. Mike discusses the forces driving markets: technology, trade, and shifting economic dynamics. What can rising interest rates tell us? How might a productivity leap affect earnings? And how do long-term investors account for elections, such as the United States midterms?
We also look inside NZ Super’s portfolio, from strategic tilting and global equities to commodities and alternatives. Join us for a rare look at how a leading sovereign fund is investing for a changing world - and the opportunities it presents.
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