Media

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.

Devon Funds Head of Retail Greg Smith talks to Mike Hosking about a pickup in US jobs openings and what that means for the soft economic landing narrative. He also discusses the latest legal decision over Elon Musk’s super-sized pay deal, and some more positive news for the kiwi dairy industry.

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 latest building consents numbers in NZ which were very weak and in stark contrast to those across the Tasman. He also looks at what strong Aussie retail sales data means for the proximity of RBA rate cuts and runs through a swathe of PMI prints, including a very encouraging read on the manufacturing sector in China.

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