Client Webinars

In this week's client webinar, Portfolio Manager Victoria Harris discusses some of the key themes and recent highlights from the Trans-Tasman reporting season.

The New Zealand earnings season is underway. In this week’s client webinar, Chief Investment Officer Mark Brown provides his view on results from Contact Energy and Sky City Entertainment.

In this week’s Devon client webinar, Portfolio Manager Tama Willis covers off some of the highlights from the Australian reporting season thus far. He also discusses how this may contrast with the New Zealand earnings season which is about to get underway in earnest.

In this week's client webinar, Devon Chief Investment Officer Mark Brown discusses recent announcements from two very different companies in the form of Chorus and New Zealand King Salmon.

In this week's client webinar, Managing Director Slade Robertson discusses recent market volatility and the investing outlook. Portfolio Manager Victoria Harris covers off a Healthcare name which has attracted takeover bids from two different suitors.
 

In this week's client webinar, Portfolio Manager Tama Willis discusses why the resource sector has outperformed thus far in 2022. He covers off the outlook for sector heavyweight BHP, along with the investment case behind iron ore and lithium player Mineral Resources.

In this week's client webinar (the last for 2021),  Managing Director Slade Robertson is joined by Portfolio Manager Tama Willis, to discuss recent market developments, including a flurry of deals in the healthcare sector on both sides of the Tasman. Slade provides his view on the recently announced acquisition by EBOS, while Tama provides his take on a massive acquisition by biotech giant CSL, and reveals a fantastic outcome for investors in Virtus Health, which has surged following a takeover offer. 

In this week's client webinar, Portfolio Manager Tama Willis provides an update on diversified mining giant BHP, which is undergoing a unification process, and looks at potential upside drivers for the share price. Tama also discusses the recent half year numbers from wholesaler and retailer Metcash, which were well received by investors.

In this week's client webinar, Managing Director Slade Robertson talks about the market implications of the new Omicron variant, along with the prospects for one of his favored Healthcare names. Joining the discussion is portfolio manager Victoria Harris who provides her take on the recent result from Fisher & Paykel Healthcare.

In this week's client webinar, Devon's Head of Retail Greg Smith is joined by Portfolio Managers Tama Willis and Mark Brown to discuss recent developments at Sky City, National Australia Bank, and Macquarie. Tama and Mark provide their views on the outlook for each company following recent meetings with respective management teams.