Dr Oliver Hartwich argued at the Portfolio Construction Forum's Markets Summit 2026 in Sydney that the erosion of the rules-based world order — driven by cognitive decline, political tribalism, and the rise of "institutional theatre" — demands a fundamental rethink of how investment professionals assess risk. Dr Hartwich introduced the concept of "Enlightenment Islands" — stable, high-trust jurisdictions such as Singapore, Switzerland, and the Scandinavian countries — and urged portfolio managers to supplement traditional financial metrics with civilisational indicators like PISA scores, rule of law indices, and trust barometers. Read more

In this episode, Oliver talks to retired Major General John Howard about the first week of US–Israel strikes on Iran — what the opening strikes reveal, how Iran is responding, and why the risk of escalation remains real. They then zoom out to the global ripple effects (Russia and Ukraine, China and Taiwan, NATO cohesion) and the practical consequences for New Zealand, from fuel and supply-chain disruption to the need for more proactive national security planning. Read more

This webinar launches Renovating the Nation: How Asset Recycling Can Help Solve the Infrastructure Deficit, a report by Roger Partridge arguing New Zealand can fund new infrastructure by recycling Crown-owned commercial assets the government does not need to own. Hosted by Dr Oliver Hartwich and featuring Fran O’Sullivan and Fraser Whineray (former CEO of Mercury), the discussion unpacks the New South Wales model and why New Zealand’s past asset sales failed to build trust. Read more

In this episode, Oliver talks to Roger Partridge about his new report, Renovating the Nation, which proposes selling around $25 billion worth of government-owned commercial assets and reinvesting the proceeds into critical public infrastructure. Drawing on the success of New South Wales's asset recycling programme, Roger argues the Crown has too much capital tied up in businesses it doesn't need to own, and that ring-fencing sale proceeds in an independently governed fund could deliver the roads, hospitals, and public transport New Zealand desperately needs. Read more

In this episode, Oliver talks to retired Major General John Howard about escalating US–Iran tensions, what 'phase zero' military build-up signals, and the pathways from diplomacy to potential strikes. With New Zealand holding, as Howard notes, around 14 days of fuel reserves, they explain why disruption in the Strait of Hormuz matters, and why energy security and national resilience deserve far greater urgency. Read more

In this episode, Oliver Hartwich speaks with retired Major General John Howard, whose 40-year military career included a senior executive role at the US Defense Intelligence Agency. Howard explains New Zealand is strategically underprepared for a more contested world, lacking clear national security and intelligence strategies, modern capability and sustained investment to protect a trading nation's interests. Read more