Devon Funds Management Market Update
by Devon Funds Management
Latest episode
Sustainable Investment Insights with Wendy Cromwell
Sustainable Investment Insights with Wendy Cromwell
About this podcast
Head of Retail Greg Smith discusses some of the most significant factors currently impacting investment markets.
For more market insights and for our terms and conditions, visit www.devonfunds.co.nz
Episodes
The newest 20 of 264 episodes
- Sustainable Investment Insights with Wendy Cromwell · 29 minExplore sustainable investing in an in-depth discussion between Alice Jones, ESG Analyst at Devon Funds, and Wendy Cromwell, Vice Chair and Head of Sustainable Investment at…
- How Interest Rates Could Impact Your Investments. · 1 minWith the Reserve Bank of New Zealand holding the Official Cash Rate (OCR) at 2.25% and inflation forecast to remain elevated, monetary conditions continue to tighten. While…
- Curious about dividend investment strategies? · 8 minCurious about dividend investment strategies? Devon Funds Managing Director Slade Robertson and Portfolio Manager Patrick Washer discuss the Devon Dividend Yield Fund's approach…
- Jackson Hole - SkyCity - SkyTV · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the market rocket fuel provided by Fed Chair Jerome Powell at Jackson Hole. He also looks at why Kiwi dairy…
- Manufacturing - Migration -US Retail Sales · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the cause for celebration in the NZ manufacturing sector which is back in expansion mode. He also discusses…
- US Results - Gold - China CPI · 6 min11 August 2025 Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the differing reactions to results from travel platform Expedia, retail brand Under Amour…
- US & EU Trade Deal - Volkswagen - China Trade · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the big news over the weekend with the US agreeing to a deal with Europe, its biggest trading partner. He…
- Alphabet - Tesla - IBM · 7 minDevon Head of Retail Greg Smith discusses with ZB Mike Hosking the quite different market reactions to results from mega-cap stocks Alphabet and Tesla. Also up for discussion are…
- Japan & US Deal - US Car Manufacturers · 5 minDevon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about how markets have celebrated a trade deal between the US and Japan, and why Japanese automakers are…
- Coca-Cola - China - Trade Surplus · 7 minDevon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about results from Coca-Cola, and Donald Trump's influence on the beverage giant's recipe. He also discusses the…
- NZ Inflation - US Results - Ryanair · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about what a softer than expected NZ inflation print means for the RBNZ's next move. He also discusses strong…
- Netflix - Burberry - Netflix Consumer Sentiment · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why markets didn't react that positively to solid results from Netflix but lapped up those from luxury…
- Cost of Living - Australia Employment - US Retail Sales · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the current cost of living pressures in New Zealand, focusing on food and rent prices. He also…
- US Banks - US Inflation - NZ Electricity · 7 minDevon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest round of bank earnings in the US and what a lower than expected wholesale inflation…
- US Inflation - Bank Earnings - Real Estate NZ · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest US inflation print which shows the impact of tariffs to the world's largest economy…
- Services Sector - Retail Sales - Trade Data · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the extended contraction in the kiwi services sector, along with slightly more positive news on…
- Tariff Tensions - Levi's - NZ Manufacturing Data · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest escalation of tariff tensions by Donald Trump and what this means for markets. He…
- US Markets - Nike - Kiwi Consumers · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why the S&P500 has hit a record high despite lingering trade front and geopolitical uncertainties. He also…
- Iran - UK Retail - Japan Inflation · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the possible fallout to markets from Donald Trump's decision to launch strikes on Iran over the weekend. He…
- Trade - Federal Reserve - Oil Demand · 6 minDevon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the latest positive news on the trade front with NZ's current account deficit narrowing, and the key…
