Media

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about Nike, which had a ticking off from investors following its results. He also looks at some cause for celebration for The Warehouse Group following its earnings release, and for the two big supermarkets in Australia following the long-awaited view by the inquiry.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the good news on New Zealand’s latest current account read, along with why gold and silver prices are marching higher. He also discusses why the Bank of Japan has decided to pause on further rate hikes.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the impact of tariff uncertainties on US consumer sentiment which is tracking lower. He discusses the mixed news on kiwi food price inflation, and also why optimism has increased over China’s birth rate which has caused A2 Milk’s share price to soar.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the softer than expected US job numbers and the impact of Elon Musk’s DOGE initiatives. He also explains how retail giant Costco is benefitting from consumers trading down but has sounded some warnings. Also, up for discussion are some mixed economic growth numbers in Europe.

To listen to the full market update by Greg Smith please click here.

An interest piece written by Greg Smith, Head of Retail at Devon Funds.

The debate about asset sales has recently been thrust into the political limelight, with David Seymour vocalising the need to reconsider privatisation. This is while Christopher Luxon has stated it will not happen in National’s first term, but an election win in 2026 might give him the mandate to do so. Therefore, the discussion over if and what could be sold is likely only to intensify, and rightly so. Willing buyers are waiting in the wings.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the end of the Kiwi results season which finished on a good note. He also discusses the slight improvement in Kiwi consumer sentiment and US inflation, and what this means for the RBNZ and Fed, respectively.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about what has caused a $1 billion fall in the value of Spark New Zealand. He also discusses some brighter news on the dairy front with Fonterra upgrading its earnings and farmgate milk forecasts. Across the Tasman, he looks at what a big takeover offer might mean for the Aussie online property advertising market.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the surge in Airbnb’s share price and what it says about the US experiences market. He also outlines why Hermès is doing so well compared to other luxury goods peers. Back home he discusses why kiwi food prices are still on a tear.

To listen to the full market update by Greg Smith please click here.

An interest piece written by Greg Smith, Head of Retail at Devon Funds.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the latest US job numbers which painted a mixed picture for the world’s largest economy.  He also discusses why investors were disappointed with Amazon’s results announcement despite an earning beat. He also highlights some interesting financial facts about the Super Bowl, and why superstitious investors might be hoping for a Kansas City win.  

To listen to the full market update by Greg Smith please click here.