Client Webinars

In this week’s client webinar Devon Portfolio Manager Tama Willis discusses the recent bounce in A2 Milk. He also reviews developments in the renewables sector with respect to Infratil and Tiwai.

In this week’s webinar, Devon Chief Investment Officer Mark Brown discusses the biggest banking deal in Australasia in a decade, with ANZ agreeing to buy Suncorp’s banking business. Back on this side of the Tasman, he outlines what to expect from a couple of AGMs this week, with Mainfreight and Ryman Healthcare both holding their shareholder meetings on Thursday.

In this week’s webinar, Devon Chief Investment Officer Mark Brown provides his thoughts on the latest announcement from Spark New Zealand, with the telco selling a majority stake in its cell towers business for $900 million.  

In this week’s client webinar Portfolio Manager Tama Willis looks at the implications for the resource sector of China opening up more. He also covers off healthcare and the investment team’s view on Fisher & Paykel Healthcare and ResMed.
 

In this week’s client webinar Devon Portfolio Managers Slade Robertson and Tama Willis discuss why the Devon Alpha and Trans-Tasman Funds have continued to perform strongly despite recent volatility. Slade and Tama also outline their current view on markets, the outlook from here, and how they are positioned.

In this week’s client webinar, we are showing an interview conducted with a Portfolio Advisor from the recently launched Devon Global Sustainability Fund. In the webinar, Portfolio Advisor Conor McCarthy outlines the fund’s strategy, investment approach, underlying ESG processes and the investment team’s edge in these respects.

This Fund aims to deliver long-term total returns in excess of the index by investing in a diverse portfolio of global bonds. The Fund seeks to invest primarily in debt issued by companies that are addressing the world’s environmental and social problems.
 

In this week’s client webinar Devon Chief Investment Officer Mark Brown covers off recent developments in the infant milk formula market. BUBS Australia has signed a supply deal with the US, but what does this mean for the likes of A2 Milk and Fonterra?

In this week’s client webinar Devon CIO Mark Brown looks at results from My Food Bag and Fisher & Paykel Healthcare. He also gives his view on the latest takeover developments surrounding church donation software provider Pushpay.

In this week’s client webinar Portfolio Manager Tama Willis covers off recent bid developments involving three names held in the Devon funds. He also previews the earnings season which is getting underway in New Zealand.