Sharesies

Wellington, we’re wrapping up the year with a great night out! INFINZ and USX are hosting our End of Year Drinks on Wednesday 3 December, and we’d love to see you there. We’ll be joined by Susannah Batley, who’ll give us Sharesies’ take on what’s happening in New Zealand’s capital markets right now and what investors should be watching as we head into 2026. It’s a good chance to unwind, catch up with colleagues, and pick up a few insights along the way. Members, to register, please visit our website : https://lnkd.in/g5YTsWsB Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Elliot Smith Carolyn Ng Danica Hape-Tiria Stephen Ridgewell John Vanderbom Tracey Walker Andrew Woodward Stephan Deschamps Josephine Durcan Lee Marshall Bernice Archer Kirsty King Faith Taylor Iona Gibbs Penne Clayton

When spending and investing live in separate systems, customers lose control—and their financial goals drift further out of reach. Traditional platforms force people to juggle multiple apps, accounts, and tools just to manage their money. That’s why Episode Six and Sharesies have partnered. Together, we’re powering a new debit card that links everyday spending with long-term investing—so New Zealanders can grow wealth with every transaction. With Episode Six’s flexible card issuing and ledger infrastructure behind it, Sharesies can launch faster, scale confidently, and deliver a seamless experience that puts customers in control of their financial future.

Will ASIC’s proposed public markets initiatives change the IPO equation for Australian companies? It's a critical question for leadership teams who are considering listing. In the debut Australian edition of The Advocate, Amanda Isouard, M&A Partner at King & Wood Mallesons Mallesons, explores ASIC's latest proposed initiatives and whether they actually make it easier to list on the ASX—and potentially more attractive. For insights like these on the issues that matter to leaders and directors, The Advocate by Sharesies Business is your new must-read for everything equity, investment, and leadership. Don't miss new editions each quarter. Read Amanda's piece now and subscribe to get future insights sent straight to your inbox. https://lnkd.in/gskJsaHJ

Crossroads for Comvita This week on Shared Lunch, we sit down with Comvita Limited Chair Bridget Coates to unpack the critical shareholder vote on an 80-cent-per-share takeover offer for the iconic Mānuka honey company. With 75% of shareholders needed to approve and two major investors already backing the deal, this could be a pivotal moment for Comvita and its future.We dive into the challenges facing the Mānuka honey industry; from oversupply and price volatility to Comvita’s balance sheet struggles; and what private ownership under health and wellness bidder Florenz could mean for this nearly 50-year-old Kiwi brand. 📺 https://lnkd.in/g3RNpgCE 💚 https://lnkd.in/g68cbVkw 🍎 https://lnkd.in/gpipE22t Shared Lunch is brought to you by 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 financial advice. We recommend talking to a licensed financial adviser. Investments may be discussed on Shared Lunch. 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.

Our Head of Capital Markets, Jacqueline Neumann, joined ausbiz today to unpack the latest market trends and what we're seeing on the Sharesies platform. Jacki shared insights into gold’s record-breaking rally, the growing interest in rare earths, as well as the latest earnings season for Australia's biggest banks. A big thanks to the ausbiz team and Sue Lannin for the excellent discussion! ausbiz subscribers can tune in to the interview below.

Really looking forward to doing the key note at the Taranaki Business Forum. I’m a very proud Taranaki and Hāwera boy. I spend a lot of time there still with family, but this is the first time I’ll be sharing a bit of the Sharesies story, and how much growing up in Taranaki shaped my thinking on business. Come along for a listen!

Small caps, big potential? This week on Shared Lunch, we welcome back Michelle Lopez, CFA, Head of Australasian Equities and Portfolio Manager at Pie Funds and our go-to expert on small caps and market trends. Michelle tells us why she sees this market rally as “narrow”, and shares the sectors that could benefit as we move into a national rate cutting cycle. We cover everything from the rise of DIY and the state of travel, retail, and property, to gold’s massive year and potential risks in rare earths. Plus, how to get indirect exposure to AI through Aussie infrastructure and software companies. 📺 https://lnkd.in/g9Ssbmzw 💚 https://lnkd.in/g82tbmPU 🍎 https://lnkd.in/gpipE22t Shared Lunch is brought to you by Sharesies. Content shared in this social post from our Shared Lunch episode 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 financial advice. We recommend talking to a licensed financial adviser. Investments may be discussed on Shared Lunch.  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.

Looking for real analysis and ideas? You can stop scrolling now. Our quarterly must-read for leaders and directors is launching in Australia. Introducing The Advocate by Sharesies Business—your expert briefing on equity, investment, and leadership. Each quarter, we’ll bring you sharp analysis and fresh thinking from respected leaders across the capital markets, digging into the trends shaping investment and ownership. Our debut Australian issue tackles a critical question: Why are a growing number of companies choosing to remain private? And what does this mean for the future of our public exchanges? This is required reading to understand the implications for liquidity, private credit, and broad investor participation in Australia. Want access? Subscribe now at the link in the comments to get The Advocate delivered to your inbox. First issue launches next week. 

This week’s episode of Shared Lunch comes to you from sunny Sydney, where we sat down with Pie Funds’ Head of Australasian Equities and Portfolio Manager, Michelle Lopez, CFA. Michelle gives us a rundown of the current state of the ASX and global equity markets, cuts through the noise around data centres, and much more. Don't miss this episode when it drops tomorrow, wherever you get your podcasts.