Devon Funds Management Market Update

Devon 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

Devon 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

Devon Funds Head of Retail Greg Smith outlines the case to ZB’s Mike Hosking about why the RBNZ should side with a 0.75% rate cut at today’s meeting. He also looks at the implications of Donald Trump’s post about increasing tariffs even further for imports from America’s three largest trading partners.

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 reaction to Air New Zealand’s earnings downgrade and whether there is any brightness on the horizon. He also discusses a rather flat retail sales print but better news on the trade front, especially for the kiwifruit exporters!

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 drove an 18% surge in A2 Milk’s share price. He also discusses why Gap shares are coming back into fashion with investors and what a major US consumer survey says about the outlook for inflation under a Trump Presidency.

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 impact of a strong retail sales print in the US, and in China where the data has been mixed otherwise. He also discusses the reality check provided by the latest survey on the kiwi manufacturing sector which has now been in contraction for 20 months.

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 overwhelmingly positive reaction of US stock markets to the election result and why things might be about to get ‘spicy’ at the Fed. He also looks at how the Kiwi market reacted, along with two interesting updates from the retail sector, and outlines why markets were disappointed by China’s US$1.4 trillion stimulus package.

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

Devon Funds Head of Retail Greg Smith speaks to ZB’s Mike Hosking about why the markets reacted positively to a very weak jobs report. He also discusses the latest batch of earnings from the tech sector, with Amazon and Intel impressing, while Apple fell flat with investors. Back home he looks at the latest housing consent numbers which show some green shoots appearing.

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 drove the huge rally in Tesla shares, and discusses results from economic bellwether UPS. He also dissects a speech made by RBNZ Governor Adrian Orr to see whether the probability has increased of a 0.75% rate cut in November.

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

Devon Funds Head of Retail Greg Smith talks to Mike Hosking about what we learned from earnings reports from Coca-Cola, Starbucks and Boeing. He also looks at why Tokyo Metro, Japan’s largest IPO in six years, acted more like a bullet train, jumping 45% on debut. Back home he picks through the takeaways from four AGM’s, with Freightways being one of the clear highlights.

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