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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 262 episodes available.
December 18, 2024Consumer Confidence - Current Account - Nissan HondaDevon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest prints on kiwi consumer confidence and the current account, which have improved on both fronts. He also discusses the drivers of a potentially huge merger in the auto sector. For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more7minPlay
December 17, 2024China - PMIDevon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest economic data out of China which suggests that further stimulus is needed. He also looks at the common themes emerging from various prints from across the globe on the manufacturing and services sectors. For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
December 15, 2024Migration - Broadcom - UK EconomyDevon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest net migration figures which show the “brain drain” of kiwis heading offshore is continuing at pace. He also discusses the latest US technology company to breach the US$1 trillion market capitalisation threshold and the implications of weak economic data for the Bank of England’s rate decision this week.For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
December 08, 2024US Jobs - Europe - RetailDevon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the implications of a very strong jobs report in the US and solid economic data out of Europe. He also discusses the latest retailer in the US to jump higher following a positive earnings surprise. For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
December 04, 2024Auckland Airport - AustraliaDevon Head of Retail Greg Smith talks to ZB’s Mike Hosking about why investors are rushing to onboard Auckland airport shares, with the council putting its remaining holding up for sale. He also discusses the latest read on the Aussie economy which is being propped up by government spending.For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
December 04, 2024US Jobs - Tech News - NZ TradeDevon Funds Head of Retail Greg Smith talks to Mike Hosking about a pickup in US jobs openings and what that means for the soft economic landing narrative. He also discusses the latest legal decision over Elon Musk’s super-sized pay deal, and some more positive news for the kiwi dairy industry.For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
December 03, 2024Building Consents - Australia Retail - China PMIDevon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the latest building consents numbers in NZ which were very weak and in stark contrast to those across the Tasman. He also looks at what strong Aussie retail sales data means for the proximity of RBA rate cuts and runs through a swathe of PMI prints, including a very encouraging read on the manufacturing sector in China.For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more6minPlay
December 01, 2024Consumer Confidence - US Black FridayDevon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about what has driven a pick-up in kiwi consumer confidence and whether this is all about interest rate cuts. He also looks at what Black Friday sales are saying about the state of the US consumer.For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
November 29, 2024Business Outlook - FandP - RymanDevon Head of Retail Greg Smith talks to ZB’s Mike Hosking about the positives and negatives from the latest ANZ business Outlook. He also discusses a record result from Fisher & Paykel Healthcare and an underwhelming one from Ryman.For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
November 27, 2024RBNZ OCR Decision - US InflationDevon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about why markets reacted so positively to the RBNZ’s rate decision, despite officials passing on the opportunity to cut rates by more than 0.5%. He also discusses whether the latest US inflation figures will impact the Fed’s rate cutting timeline. For more market insights and our terms and conditions, visit www.devonfunds.co.nz...more5minPlay
FAQs about Devon Funds Management Market Update:How many episodes does Devon Funds Management Market Update have?The podcast currently has 262 episodes available.