Client Webinars

In this week's client webinar Devon Portfolio Manager Victoria Harris talks about the key takeaways from an investment conference the team attended last week in Australia. She also discusses recent developments surrounding DGL group.

In this week’s client webinar, Devon Chief Investment Officer Mark Brown discusses the recent takeover approaches for church donation software provider Pushpay. He also delves into a positive update from Vulcan Steel, and what this means for Fletcher Building.

In this week’s client webinar Portfolio Manager Victoria Harris discusses Cleanaway and Ramsay Healthcare, with both companies reportedly in the takeover sights of private capital giant KKR.

In this week’s client webinar, Portfolio Manager Tama Willis provides an update on portfolio companies Ventia and Metcash, which have been enjoying good runs of late. He also discusses A2 Milk, with the investment team having caught up with the company recently during a visit across the Tasman.

In this week’s client webinar Portfolio Manager Victoria Harris recaps the performance of the New Zealand and Australian markets last month, along with the implications of yesterday’s monetary policy announcement by the RBA. Also discussed is a recent announcement by Wesfarmers in relation to supermarket operator Coles.

In this week's weekly client webinar, Devon Chief Investment Office Mark Brown discusses the recent fall in Fisher & Paykel's share price. Across the Tasman he looks at the latest developments in the Australian gambling sector, and the implications for Sky City.

In this week’s client webinar Devon Portfolio Manager Tama Willis discusses why BHP is back on the investment team’s menu. He also looks at a potential re-rating catalyst for Ramsay Healthcare.

In this week's client webinar Devon Chief Investment Officer Mark Brown looks at an announcement from Ampol which brings the sale of Z Energy a step closer. In the insurance sector Mark discusses Tower, and a return of capital to shareholders.

In this week's client webinar, Devon Portfolio Manager Tama Willis discusses the recent surge in commodity prices. He also looks at the outlook for Fisher & Paykel given declining hospitalisation rates in the US.

In this week's client webinar Devon Portfolio Manager Tama Willis provides his thoughts on the recent Trans-Tasman earnings season, and also how the investment team are positioned amidst the current conflict in Ukraine. He also discusses what the surge in the oil price means for a global push towards renewables.