Devon Funds Management Market Update

Devon Funds Head of Retail Greg Smith discusses with ZB's Mike Hosking the implications of the RBA's decision to reduce rates by 0.25%, while also discussing a bigger cut. He also assesses why demand for the world's biggest IPO this year was so strong, and what to make of the latest results from kiwi insurer Tower.

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Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the weak services sector data which highlights the challenges facing the kiwi economy. He also discusses how the Chinese economy fared prior to the recent trade truce, and why drinks giant Diageo is in better spirits about the tariff situation.

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

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about what we can expect from US/China trade discussions. He also looks at the tailwinds that the trade war is creating for airlines, along with the headwinds for energy companies including BP which now appears vulnerable to a takeover approach.

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

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the positive reaction to the US/UK trade deal and whether it will serve as a blueprint for others. He also discusses an encouraging trading update from the Warehouse Group and half year numbers from ANZ.

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

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why the latest developments on the trade front have pushed markets higher. Up for discussion as well are how tariffs are already impacting the US economy, and shaping the outlook for big tech companies such as Alphabet, which came in with a strong result.

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

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why the US has blinked first in the tariff standoff with China, with iPhones and semiconductors now exempt. He also looks at how the trade war is driving US consumer confidence lower, and why the kiwi manufacturing sector is also wary.

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

Devon Funds Head of Retail Greg Smith discusses with ZB’s Mike Hosking how investors should react to the market meltdown caused by Trump’s tariff plan. He also looks at the prospect of a U-Turn, and how the RBNZ might react when it meets this week.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the “hard slog” being endured by kiwi consumers. He also discusses the impact of tariffs on US consumer sentiment and inflation expectations, along with how athletic wear company Lululemon is feeling the effects following its guidance downgrade.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about Nike, which had a ticking off from investors following its results. He also looks at some cause for celebration for The Warehouse Group following its earnings release, and for the two big supermarkets in Australia following the long-awaited view by the inquiry.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the good news on New Zealand’s latest current account read, along with why gold and silver prices are marching higher. He also discusses why the Bank of Japan has decided to pause on further rate hikes.

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