Media

Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the reaction to Donald Trump’s inauguration, along with some of his planned executive orders. He also outlines why Devon expects 2025 to be a big year for M&A, with plenty of chat here already, including speculation of a tie up between two mining giants, and at the other end of the scale a proposed buyout for a kiwi hotel chain.

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 whether there are any positives takeaways from the latest print on the kiwi manufacturing sector which has been in contraction for 22 consecutive months. He also discusses why US markets are embracing the return of Donald Trump and why one of the incoming President’s first decisions could be highly relevant to a widely used social media app.  

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.

With a new year already underway, it is time once again to dust off the crystal ball and engage in the well-established tradition of making big-picture predictions on developments and factors that will shape markets and investment portfolios in the year ahead.

Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about what the RBNZ should do given the latest GDP figures which show the NZ economy is in the deepest recession in over 30 years. He contrasts NZ’s plight with the situation in the US where the economy is growing strongly, and the Fed have flagged a smaller number of rate cuts next year.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest prints on kiwi consumer confidence and the current account, which have improved on both fronts. He also discusses the drivers of a potentially huge merger in the auto sector.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest economic data out of China which suggests that further stimulus is needed. He also looks at the common themes emerging from various prints from across the globe on the manufacturing and services sectors.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest net migration figures which show the “brain drain” of kiwis heading offshore is continuing at pace. He also discusses the latest US technology company to breach the US$1 trillion market capitalisation threshold and the implications of weak economic data for the Bank of England’s rate decision this week.

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

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the implications of a very strong jobs report in the US and solid economic data out of Europe. He also discusses the latest retailer in the US to jump higher following a positive earnings surprise.

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 why investors are rushing to onboard Auckland airport shares, with the council putting its remaining holding up for sale. He also discusses the latest read on the Aussie economy which is being propped up by government spending.

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