It's been a year of headlines. Conflict in the Middle East, higher oil prices and geopolitical uncertainty have tested investors, yet the global economy remains remarkably resilient. Beneath the surface, growth is holding up, share markets have moved higher, and new opportunities are emerging.


The investment landscape is also broadening. AI and US technology remain powerful themes, but opportunities are appearing elsewhere - in cyclical sectors and markets beyond the United States. New Zealand is among them, with improving economic indicators, rising confidence and early signs of renewed momentum.


Mark Brooks, NZ Funds Chief Investment Officer, returns to the Monday Call alongside James Grigor and Stephan Clark to explore the forces shaping markets today. They will discuss the outlook for the second half of the year, where opportunities may emerge, and what it means for long-term investors.

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