Rabobank’s senior ag analyst previews the bank’s NZ Agribusiness Outlook 2026 - titled "Keeping one move ahead".

Rabobank&rsquo;s senior ag analyst previews the bank&rsquo;s NZ Agribusiness Outlook 2026 - titled "Keeping one move ahead".

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Looking for actionable business insights all in one place? 
We're here to help you find a way with a curation of the &lsquo;best bits&rsquo; from top business podcasts. 
Save time searching; subscribe to the SME Stream where you can listen to relevant, timely, business-related content today.&nbsp;
&nbsp;

The SME Stream

The Country 30/01/26: Emma Higgins talks to Jamie Mackay

New Zealand's biggest bank, ANZ, has downgraded its forecast for property prices this year. 

It says its previous forecast of 5% is looking unrealistic as the OCR looks to be making a turn soon and market prices are already falling - now saying a 2% rise is more likely. 

Meanwhile, economists are laying out their predictions for when we'll see the OCR make that turn. 

Many say it won't be until 2027, but some are predicting a rise as soon as the second half of this year. 

LISTEN ABOVE

New Zealand's biggest bank, ANZ, has downgraded its forecast for property prices this year.&nbsp;
It says its previous forecast of 5% is looking unrealistic as the OCR looks to be making a turn soon and market prices are already falling - now saying a 2% rise is more likely.&nbsp;
Meanwhile, economists are laying out their predictions for when we'll see the OCR make that turn.&nbsp;
Many say it won't be until 2027, but some are predicting a rise as soon as the second half of this year.&nbsp;
LISTEN ABOVE

Bryan Thomson: "Fast, simple way" of working out the property market

Could the upcoming election mess with our economic recovery? Mark Lister reckons you should focus on "profits over politics" regardless of who wins. We’re joined by Mark, Director at Craigs Investment Partners, and Kiwibank Chief Economist Jarrod Kerr to break down what Kiwi investors can look for in 2026.

Find out how mortgage rates hitting 4% could finally wake up the property market and lure back investors. Jarrod questions whether the risk management departments in banks may have actually intensified our recession, and whether the power of the US dollar is changing. 

Plus, why Mark says the Kiwi share market is traditionally the "high income" choice compared to the US, and how to tell if you’re ready for the volatility of crypto. 

Shared 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.

Could the upcoming election mess with our economic recovery? Mark Lister reckons you should focus on "profits over politics" regardless of who wins. We&rsquo;re joined by Mark, Director at Craigs Investment Partners, and Kiwibank Chief Economist Jarrod Kerr to break down what Kiwi investors can look for in 2026.
Find out how mortgage rates hitting 4% could finally wake up the property market and lure back investors. Jarrod questions whether the risk management departments in banks may have actually intensified our recession, and whether the power of the US dollar is changing.&nbsp;
Plus, why Mark says the Kiwi share market is traditionally the "high income" choice compared to the US, and how to tell if you&rsquo;re ready for the volatility of crypto.&nbsp;
Shared 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&rsquo;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&mdash;including a Target Market Determination and IDPS Guide for Sharesies Australian customers&mdash;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.

 The 2026 investor’s survival guide: Part 2

A view that increased employment will be the key to our economic bounce back.  

Infometrics says there's worrying indicators which show economic momentum is fragile. 

But more signs of improvement are expected by midyear, when labour market conditions should be turning.  

Infometrics’ Principal Economist Brad Olsen told Ryan Bridge that they are expecting the economy to pick up this year, they’re just a bit cautious.  

LISTEN ABOVE 

A view that increased employment will be the key to our economic bounce back. &nbsp;
Infometrics says there's worrying indicators which show economic momentum is fragile.&nbsp;
But more signs of improvement are expected by midyear, when labour market conditions should be turning. &nbsp;
Infometrics&rsquo; Principal Economist Brad Olsen told Ryan Bridge that they are expecting the economy to pick up this year, they&rsquo;re just a bit cautious. &nbsp;
LISTEN ABOVE&nbsp;

The Country 30/01/26: Emma Higgins talks to Jamie Mackay

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