Devon Funds Management Market Update

Hosted by Devon Funds Management

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Episodes

264

Latest episode

Apr 2026

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EN-NZ

About the show

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

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60 recent

April 13, 202629 min

Sustainable Investment Insights with Wendy Cromwell

Explore sustainable investing in an in-depth discussion between Alice Jones, ESG Analyst at Devon Funds, and Wendy Cromwell, Vice Chair and Head of Sustainable Investment at Wellington Management. Wendy offers expert insights into the impact of U.S. policy on climate-focused investors and explores extreme weather resilience, investor stewardship, and the energy transition.To learn more about our Global Sustainability Fund, the Global Impact Bond Fund, or our terms and conditions, visit our website at www.devonfunds.co.nz

April 13, 20261 min

How Interest Rates Could Impact Your Investments.

With the Reserve Bank of New Zealand holding the Official Cash Rate (OCR) at 2.25% and inflation forecast to remain elevated, monetary conditions continue to tighten.While higher rates may support term deposit returns in the short term, persistent inflation can erode real returns over time.Understanding how these dynamics influence your investment strategy is key in the current environment.Patrick Washer, Portfolio Manager at Devon Funds, discusses the recent OCR decision and its potential impact on your investments. Please note video was filmed on 08 April 2026, after the Reserve Bank of New Zealand’s OCR review. For our terms and conditions visit www.devonfunds.co.nz

November 21, 20258 min

Curious about dividend investment strategies?

Curious about dividend investment strategies?Devon Funds Managing Director Slade Robertson and Portfolio Manager Patrick Washer discuss the Devon Dividend Yield Fund's approach to generating sustainable growth and risk-managed returns.To find out more about the Devon Dividend Yield fund, please complete the form below.https://bit.ly/4icKhKxFor more market insights and our terms and conditions, visit www.devonfunds.co.nz

August 25, 20255 min

Jackson Hole - SkyCity - SkyTV

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the market rocket fuel provided by Fed Chair Jerome Powell at Jackson Hole. He also looks at why Kiwi dairy farmers are in party mood following Fonterra's asset sale announcement and discusses the contrasting tales from the results of Sky City and Sky TV. For more market insights and our terms and conditions, visit www.devonfunds.co.nz

August 18, 20255 min

Manufacturing - Migration -US Retail Sales

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the cause for celebration in the NZ manufacturing sector which is back in expansion mode. He also discusses the tailwinds from net migration which are now barely a stiff breeze, but are blowing strongly from tourism. Offshore he looks at why US retail sales are strong yet consumers are becoming more uneasy about tariffs.For more market insights and our terms and conditions, visit www.devonfunds.co.nz

August 11, 20255 min

US Results - Gold - China CPI

11 August 2025Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the differing reactions to results from travel platform Expedia, retail brand Under Amour and delivery service Instacart, and what they say about the state of the US consumer. Also up for discussion, is the tariff confusion around gold bars, and data showing that deflation might be abating in China. For more market insights and our terms and conditions, visit www.devonfunds.co.nz

July 28, 20255 min

US & EU Trade Deal - Volkswagen - China Trade

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the big news over the weekend with the US agreeing to a deal with Europe, its biggest trading partner. He also discusses how this will be welcomed by the likes of Volkswagen which delivered a result heavily impacted by tariffs. Meanwhile, Chinese companies will also be looking for some trade relief with profits falling last month. For more market insights and our terms and conditions, visit www.devonfunds.co.nz

July 25, 20256 min

Alphabet - Tesla - IBM

Devon Head of Retail Greg Smith discusses with ZB Mike Hosking the quite different market reactions to results from mega-cap stocks Alphabet and Tesla. Also up for discussion are the numbers from computing giant IBM. For more market insights and our terms and conditions, visit www.devonfunds.co.nz

July 23, 20255 min

Japan & US Deal - US Car Manufacturers

Devon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about how markets have celebrated a trade deal between the US and Japan, and why Japanese automakers are particularly relieved. Also, US car makers who are not so enthused as yet, with General Motors amongst those wearing a big tariff hit, however, there is a cause for optimism for the auto giant. For more market insights and our terms and conditions, visit www.devonfunds.co.nz

July 23, 20257 min

Coca-Cola - China - Trade Surplus

Devon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about results from Coca-Cola, and Donald Trump's influence on the beverage giant's recipe. He also discusses the implications of China's biggest project this century, and what to make of the latest Kiwi trade surplus.For more market insights and our terms and conditions, visit www.devonfunds.co.nz