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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... more
FAQs about Devon Funds Management Market Update:How many episodes does Devon Funds Management Market Update have?The podcast currently has 264 episodes available.
January 24, 202324/01/23 - US Market - Spotify - SerkoDevon Funds Head of Retail Greg Smith talks to ZB’s Tim Dower about the lift in US markets on optimism around a moderation of interest rate hikes. He also discusses Spotify, the latest tech company to announce layoffs. Back home the skies are looking brighter for business travel software company Serko which has raised revenue forecasts.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
January 22, 202323/01/23 - F and P - Google - NetflixDevon Funds’ Head of Retail Greg Smith talks to ZB’s Tim Dower about the jump in Fisher and Paykel Healthcare’s share price following stronger than expected revenue guidance. He also discusses Alphabet, with the Google parent the latest mega-cap technology company to announce job cuts.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
December 16, 202216/12/2022 - DOW Drop - Rates - GDPDevon Funds Head of Retail Greg Smith talks to ZB's Tim Dower about the selloff in the markets following rate decisions from the Fed, Bank of England, and European Central Bank. Back home he looks at the drivers of a kiwi GDP figure that came in much better than expected.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
December 15, 202215/12/2022 - US Markets - Moderna - Treasury ForecastDevon Funds' Head of Retail Greg Smith talks to ZB's Tim Dower about the moves in the US markets ahead of the Federal Reserve meeting. He also discusses a potential major cancer breakthrough which has sent Moderna's shares soaring. Back home he gives his take on the Treasury's half year update and economic forecasts.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more7minPlay
December 12, 202212/12/2022 - US Markets - Costco - LuluLemon - SpendingGreg Smith talks to ZB's Tim Dower about a stronger than expected factory gate inflation print in the US, and what this means ahead of a key Fed meeting. He also discusses the impact of changing consumer behaviours on a couple of well-known US corporates, and how spending patterns of kiwis are also changing according to the latest retail card spending figures.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more7minPlay
December 05, 202205/12/2022 - US Jobs - Oil - NZ Trade DeficitGreg Smith talks with Mike Hosking about the strong jobs numbers in the US, and what it means for the pace of future rate hikes. He also discusses the impact of a price cap agreed on Russian oil over the weekend. Back home Greg looks at the drivers of a ballooning kiwi trade deficit.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
November 27, 202228/11/22 - Black Friday - September Retail - AppleDevon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the state of the consumer both in NZ and abroad. Black Friday online sales in the US surpassed US$9 billion for the first time, while at home September quarter retail sales rose, but not that much considering inflation and a lockdown comparative. People have though been spending on phones but will this cause a headache for Apple which has been having production difficulties?For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
November 21, 202221/11/22 - Dow - Ryman - My Food Bag - MeridianDevon Head of Retail Greg Smith talks to Mike Hosking about the recent lift in US markets, with retailer Gap the latest to surge after surprising on the upside. Back home he discusses results from Ryman Healthcare and My Food Bag which fell flat with investors. On the more positive side he looks at the announcements which drove both Meridian and Fonterra higher.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
November 13, 202214/11/2022 - NZX - Food Prices - Ralph LaurenDevon Head of Retail Greg Smith talks to Mike Hosking about the surge in the NZ stock market on Friday, with EBOS leading the way higher. He also discusses the irony of food prices printing the highest annual rise in 14 years, and stronger than expected results from leading luxury brand name Ralph Lauren.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz ...more5minPlay
November 06, 202207/11/2022 - US Jobs - China Reopening - BuffettDevon's Head of Retail Greg Smith talks to Mike Hosking about the strong US jobs numbers on Friday, and hopes around an easing of China's Covid-0 policy, which drove markets higher. He also discusses why Warren Buffett is undeterred by recent market volatility. The value investing legend is more than comfortable with this year's rise in interest rates as shown by quarterly results from his investment vehicle Berkshire Hathaway.For more market insights and for our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
FAQs about Devon Funds Management Market Update:How many episodes does Devon Funds Management Market Update have?The podcast currently has 264 episodes available.