Devon Funds Management Market Update

Devon Head of Retail Greg Smith talks to ZB’s Mike Hosking about the impact of tariff uncertainties on US consumer sentiment which is tracking lower. He discusses the mixed news on kiwi food price inflation, and also why optimism has increased over China’s birth rate which has caused A2 Milk’s share price to soar.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the softer than expected US job numbers and the impact of Elon Musk’s DOGE initiatives. He also explains how retail giant Costco is benefitting from consumers trading down but has sounded some warnings. Also, up for discussion are some mixed economic growth numbers in Europe.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the end of the Kiwi results season which finished on a good note. He also discusses the slight improvement in Kiwi consumer sentiment and US inflation, and what this means for the RBNZ and Fed, respectively.

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 has sparked a $1 billion fall in the value of Spark New Zealand. He also discusses some brighter news on the dairy front with Fonterra upgrading its earnings and farmgate milk forecasts. Across the Tasman, he looks at what a big takeover offer might mean for the Aussie online property advertising market.

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 surge in Airbnb’s share price and what it says about the US experiences market. He also outlines why Hermès is doing so well compared to other luxury goods peers. Back home he discusses why kiwi food prices are still on a tear.

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 latest US job numbers which painted a mixed picture for the world’s largest economy. He also discusses why investors were disappointed with Amazon’s results announcement despite an earning beat. He also highlights some interesting financial facts about the Super Bowl, and why superstitious investors might be hoping for a Kansas City win.

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 implications and drivers of falling net migration levels in NZ, with the “brain drain” accelerating according to the latest figures. He also discusses the contrasting fortunes of two massive European sportswear giants, along with two of the largest airlines in the US.

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 long-awaited quarterly CPI print in NZ and why this cements the case for 0.75% rate reduction at the next RBNZ meeting. He also discusses the standout result from streaming giant Netflix which now has over 300 million paid subscribers.

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 positive market reaction to Donald Trump’s first set of executive orders along with a strong earnings report from a big industrial bellwether. Back home he discusses whether a lift in NZ retail card spending in December is just a blip or something more enduring.

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 reaction to Donald Trump’s inauguration, along with some of his planned executive orders. He also outlines why Devon expects 2025 to be a big year for M&A, with plenty of chat here already, including speculation of a tie up between two mining giants, and at the other end of the scale a proposed buyout for a kiwi hotel chain.

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