Media

Devon Funds Head of Retail Greg Smith discusses with ZB’s Mike Hosking whether a rate cut might be on the table next week given a fall in the inflation expectations across the board in the RBNZ’s latest survey. He also looks at the surge in earnings at the biggest pharmaceutical company in the US, driven by the weight loss drugs, and the latest challenges facing eco-friendly shoe-maker Allbirds.

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

Devon Funds Head of Retail Greg Smith discusses with ZB’s Mike Hosking whether a softer-than-expected quarterly unemployment print has ruled out a rate cut by the RBNZ next week. He also covers off results from Disney whose streaming numbers made for good viewing but less so at its theme parks business. The end of the experiences and travel boom also appears to be evident in a weaker than expected outlook painted by Airbnb.

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

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about what has driven the rebound from Monday's big global market sell-off. He also outlines why the Reserve Bank of Australia won't be cutting rates any time soon.

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 some context should be taken from the market sell-off following disappointing US jobs numbers. He also outlines why there was a huge fall in Intel shares and weakness in Amazon, while Apple edged up, following their respective results. Back home with The Warehouse takeover offer falling at the first hurdle, he suggests there may be another twist in the story yet.

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about why markets have responded positively to the latest US inflation numbers. He also discusses why Post-It Notes maker 3M has seen its biggest share price rise in more than half a century. Back home he looks at the silver lining for kiwi consumers from the latest confidence survey.

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 and takeaways from the biggest IT outage in history following a bungled software update from cyber security firm Crowdstrike. He also discusses the reaction to results from Netflix which showed that the streaming giant’s initiatives around password sharing and an ad supported tier are proving highly successful.

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 troubles at Sky City Entertainment. He also discusses the implications of a hot jobs print in Australia, as well as strong results from Volvo which has seen an acceleration in sales of electrified cars.

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

Devon Funds Head of Retail Greg Smith gives his views to Mike Hosking on the lower-than-expected inflation print in NZ and why the RBNZ might cut rates in the coming months as a result. He also discusses an encouraging inflation print in the UK and why investors are continuing to rotate out of chip stocks, including Nvidia.

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

Devon Funds Head of Retail Greg Smith speaks to ZB’s Mike Hosking about results from a couple of the big US banks, and discusses what has caused the Dow to surge to a fresh record high. With the odds increasing of Donald Trump returning to the White House, he considers what this means for certain corners of the market, and whether there are other factors driving sentiment at the moment.

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