Client Webinars

In this client webinar Devon Portfolio Manager Patrick Washer dissects the earnings reports three very different companies in Freightways, a2 Milk and Fletcher Building, casting his view on the key takeaways for investors.

AI has been a huge buzzword this year, both generally as well as for markets. In this client webinar, Ben Jenkin, Portfolio Manager of the Devon Sustainability Fund, discusses the implications for Trans-Tasman investors, along with the companies and sectors that are riding the AI thematic.

It has been a strong period of performance for the Devon Funds. In this client webinar, Trans-Tasman Fund Portfolio Manager Tama Willis reflected on what worked well for the investment team during a strong month and quarter. Tama also gives his view on the outlook for the respective economies in Australia and New Zealand.

Listen to our webinar on ESG and Responsible Investing with Devon’s Head of Retail, Greg Smith and ESG Analyst, Alice Jones.

Environmental, Social, and Governance (ESG) factors are becoming increasingly important to investors, and responsible investing is growing rapidly.

In this webinar, Greg and Alice discuss:

• What is ESG and why is it important?

• What underpins Devon’s approach to Responsible Investing?

• How does Devon actively engage with companies to achieve ESG outcomes?

• What were the key emerging ESG themes in 2023?

In this special client webinar, Devon Portfolio Manager Tama Willis talks about his recent visit to China, and how this has shaped his view on the economy. He also looks at the implications for markets and certain sectors which may see an acceleration of opportunities.

In this first client webinar of the year, Devon Portfolio Managers Slade Robertson and Tama Willis provide an outlook on how they are seeing markets currently, and where they see opportunities and challenges in 2023. Also discussed are the upcoming earnings season in NZ and Australia, along with the potential for further M&A action during the course of the year.

In the final client webinar of the year, Head of Retail Greg Smith is joined by Devon Portfolio Managers Slade Robertson and Tama Willis. In what has been a challenging year for many investors, the Devon funds have performed well. Slade and Tama run through some of the reasons behind this outperformance and provide their outlook for 2023.

After one of the most volatile starts to a year on record, global markets rebounded through July and the early stages of August. Recent weeks have however seen volatility pick up again on concerns over inflation and the pace of global interest rate tightening.

In this webinar Slade and Tama cover:

In this week’s client webinar Devon Chief Investment Officer Mark Brown delves into results from Spark New Zealand and the telco’s plans to return capital to shareholders. He also discusses the numbers rolled out by Freightways and sheds some light on the company’s latest acquisition. In addition, Mark covers off a record result from healthcare name EBOS.

In this week’s client webinar Devon Portfolio Manager Vic Harris discusses the start of the reporting season which has been a case of “so far so good” on both sides of the Tasman. Amongst the Australian companies up for discussion are Seek, Carsales.com, and Telstra . In New Zealand Vic provides her view on results from the renewables sector with Contact Energy and Mercury NZ both reporting.