Devon Funds Management Market Update

Devon Funds Management Market Update

By Devon Funds ManagementBusinessInvesting
Download on the App Store

Devon Funds Management Market Update episodes

  • 18/07/22 - DOW Up - ANZ Suncorp - Chinese Economy

    Greg Smith spoke with ZB’s Tim Dower about a strong set of earnings numbers from Citigroup, which saw US banking stocks rally. He also looks at the implications of a massive deal in the Australasian banking sector with ANZ buying the banking assets of Suncorp. Greg also discusses the implications of a worse than expected slowdown in the Chinese economy last quarter.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    5 min
  • 11/07/22 - US Jobs - Twitter - RBNZ

    Devon Head of Retail Greg Smith discusses with Mike Hosking the significance of strong jobs numbers out in the US on Friday. He also looks at where the Elon Musk/Twitter saga is going after the world's richest man backed away from the takeover deal. Back home he gives his view on the likely OCR rise from the RBNZ this week.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    6 min
  • 27/06/22 - US Markets - Fed Ex - EV Vehicles

    Devon Head of Retail Greg Smith speaks with Mike Hosking about the drivers behind the surge on Wall Street on Friday, and over the course of last week. He also discusses a strong result from FedEx which provided a ray of light for a number of industries. On another front he recaps a prediction that 100% of car sales will be EVs within the next 18 years, the forecast ironically coming from ExxonMobil.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    5 min
  • 20/06/22 - US Markets - Crypto

    Devon’s Head of Retail Greg Smith talks to Mike Hosking about what drove a slight lift in US markets on Friday. He also looks at the recent policy decision by the Bank of Japan which is bucking the central bank tightening trend. Greg also discusses crypto markets which have gone into melt-down.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    5 min
  • 13/06/2022 - US Inflation - Revlon - Travel

    Devon Head of Retail Greg Smith talks to ZB's Tim Dower about the market reaction to hotter than expected CPI numbers out of the US. He also discusses a well-known cosmetics giant which is on the brink of bankruptcy, and why Air New Zealand shares continue to lose altitude despite improved earnings guidance.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    6 min
  • 23/05/22 - UK Retail - Ryman Healthcare - My Food Bag

    Devon Head of Retail Greg Smith discusses with Mike Hosking the rebound in markets on Friday on the back of a number of positive developments, including a rate cut in China and a better-than-expected UK retail sales print. Back home he provides his thoughts on results from Ryman Healthcare, and My Food Bag, which drove rallies in both companies' share prices.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    5 min
  • 20/05/2022 - Budget Reaction - Infratil - Aussie Election

    Greg Smith runs the ruler over the budget with Mike Hosking, and also discusses strong results from Infratil. He also considers what the latest Aussie jobs numbers mean ahead of election day tomorrow.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    6 min
  • 19/05/2022 - US Markets - UK Inflation - SERCO

    Devon Head of Retail Greg Smith provides his thoughts to Mike Hosking on the sell-off in US markets following results from Target which missed the mark by some distance. He also discusses UK inflation which has hit 9%, and an improving outlook for a kiwi travel software company.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    6 min
  • 18/05/2022 - Dow Rise - Vodafone - GDT

    Devon Head of Retail, Greg Smith talks to Mike Hosking about results from US retail giants Home Depot and Wal-Mart, along with those from telco behemoth Vodafone. He also discusses the latest dairy auction with the GDT index posting the 5th decline in a row - but is there a ray of brightness for dairy prices?

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    5 min
  • 17/05/2022 - China - Aussie Corporates - Emissions plan

    Devon Head of Retail Greg Smith discusses with Mike Hosking economic data out of China which highlights the impact of the current lockdown there. He also looks at takeover discussions regarding a major logistics player in Australia. Back home he reviews the government’s Emissions Reduction Plan.

    For more market insights and for our terms and conditions, visit www.devonfunds.co.nz

    5 min

About Devon Funds Management Market Update

From the publisher's feed

Head of Retail Greg Smith discusses some of the most significant factors currently impacting investment markets.