Shared Lunch

• Why infrastructure is having a moment–Morrison

  What’s driving global interest in infrastructure investment? We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure manager with assets worth $25B USD. Their holdings include a portfolio of renewable energy, data centres, and healthcare infrastructure.Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and often holding them for decades—resisting political trends and the quick ‘flips’ common from private equity firms. And hear how this philosophy led them to invest $800M AUD in data infrastructure—an investment that has turned into a $17B AUD enterprise. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared 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.

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• Bonus: Napier Port, driving profit and innovation

  A quick catch-up with Napier Port’s CEO Todd Dawson reveals never a dull moment. Autonomous trucks and dredging to deepen shipping channels are just some of the things on the back of a strong half-year profit result. Increased container volumes and an earlier pipfruit season has helped boost the numbers. We hear how investors have been rewarded with a special dividend—on top of a higher interim dividend of 4c—and why cruise ships are less keen to come Down Under. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared 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.

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• Quick bite: Can Rod Duke beat IKEA?

  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.

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• ‘Occupy, dominate, and defend’: Briscoe Group’s growth plan

  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.

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• Quick Bite: Does KiwiSaver need higher contribution rates?

  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 [email protected] 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.

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