Articles tagged with 'Devon FM'
9 September 2024 - The deluge of results on both sides of the Tasman provided a host of contrasts, and highlighted the importance of being highly selective and discerning when it comes to active investing strategies.
19 August 2024 - The RBNZ has “cut to the chase” with the first rate cut in over 4 years. Is this cause for celebration and what does this mean for the NZ economy and stock market?
2 August 2024 - Fund managers love to talk about their investment performance, but some are reluctant to talk about their own performance.
1 August 2024 - The string of improving results from fund managers is continuing with both Devon Funds Management and Generate Investment Management reporting substantial annual profit increases.
10 July 2024 - June saw a continuation of this year’s themes, with US equity markets continuing their 20-month bull run, led by the technology sector, and AI-related names in particular.
14 June 2024 - It certainly has been a rollercoaster ride for the economy and markets over the past four years.
13 May 2024 - It is no secret that the airline industry has faced a turbulent time in recent years, with participants halted for long periods during the pandemic, and making large losses.
12 April 2024 - Globally, March was a robust month for markets.
22 February 2024 - Globally, most stock markets have made a strong start to the year, Leading the way has been the US indices, with the S&P500 rallying 3.3% in January, making new record highs, as did the Dow Jones which went through 38,000 for the first time ever.
31 January 2024 - Equity markets are through the first month of 2024 and have largely started off the year where they finished 2023 – on the front foot. How will the rest of the year play out? We outline our projections for the remaining 11 months ahead.
11 December 2023 - The early promise of November (that was a feature of last month’s article) played out in earnest as stock markets had their best month in a long time, and in some cases years.
7 November 2023 - Good things come to those that wait – after a challenging few months, stock markets have started November brightly. With inflation getting under control, many central banks cooling their jets, and bond yields easing, are equity markets in for a strong end to 2023?
5 October 2023 - After a challenging September, and subdued start to October, are markets still in for a seasonally stronger final quarter of 2023? Inflation has fallen sharply in the US and Europe, while there may also be some locally driven tailwinds for the kiwi market.
19 September 2023 - The last few six weeks or so have been a contrasting period for markets with concerns over global economic growth, the persistence of inflation, and central bank tightening largely easing the more as time has worn on. The earnings season in the Northern Hemisphere finished up largely positive, while that down under was somewhat disparate.
8 August 2023 - The month was a strong one for markets again. The S&P500 gained 3.2%, to record the fifth consecutive month of gains, the longest such run in two years.
7 July 2023 - Several global markets have enjoyed very strong performances in June and so far this year. NZ and Australian markets have delivered positive performances but have lagged in comparison. Index performances are though but a yardstick for astute active investors.
26 June 2023 - Devon Funds has added to its sustainable product range with a green bond offering from Australian fixed income fund manager Artesian Capital Management.
8 June 2023 - As we move towards the half-way stage of the year, two drivers of equity market volatility – inflation and interest rates – appear to be largely heading for calmer waters.
24 April 2023 - “Beware the Ides of March” is a well-known Shakespearian phrase, but ultimately the month came to pass rather peacefully for markets, despite significant drama within the banking sector.
26 March 2023 - Here’s a recap on the good, the bad, and the ugly.
15 March 2023 - Devon Funds Management has reported that its Global Sustainability Fund divested its Starbucks stocks last year.
17 February 2023 - Changes at Devon Funds as a portfolio manager changes direction and takes a new curve.
3 February 2023 - It's hard to believe we're already through the first month of 2023.
28 November 2022 - New Zealand’s big electricity companies have come under fire recently, accused of generating ‘scarcity’ and prioritising ‘excess dividends’ over the past decade.
25 October 2022 - Why the recent pivot by a major central bank and results thus far from US the earnings season have provided reasons for investors to be optimistic, and despite elevated levels of inflation.
23 September 2022 - With inflation starting to come down in places, and economies coming from a position of strength, have we reached ‘Peak Fear’ as it relates to central bank tightening endeavours?
2 September 2022 - The earnings season which is winding down in New Zealand will be remembered as one of the more pivotal ones in recent years.
6 July 2022 - Devon Funds head of retail Greg Smith asks if high levels of pessimism, high cash balances and depressed market multiples mean we are almost at the end of this year’s volatility?
13 April 2022 - Devon Funds, which has primarily been an Australasian fund manager has launched two global funds with a sustainable focus.
7 October 2021 - Devon Funds Management created a new role, head of retail, and appointed a high profile commentator to fill the position.
6 August 2021 - Devon Funds Management and its parent company, Investment Services Group, have appointed a new independent director to both boards.
18 June 2021 - Mindful Money, New Zealand's top ethical investment platform, has added five new funds to its stable of investment options.
28 July 2019 - Fund manager Milford has seen its fee income increase nearly 20% the 12 months ending March 31, however profit is down.
20 September 2018 - Fund managers that offer both “ethical” and “normal” investment strategies to clients are “hypocritical” in their approach to responsible investing, according to the managing director of KiwiSaver provider Simplicity.
17 September 2018 - Devon Funds Management has appointed Michelle Fotiades in the role of Operations Manager. She will be responsible for monitoring all operational areas...
21 August 2017 - Devon Funds Management has appointed a new chief investment officer who has for many years been with one of its competitors.
21 August 2017 - Fund managers are warning that the risk indicators they use in information for investors may make their funds seem less volatile than they really are.
2 March 2017 - Harbour Asset Management was, last night, crowned Fund Manager of the Year for the second consecutive time.
30 November 2016 - Devon Funds Management is the third significant New Zealand fund manager to see a change in its leadership this year.
3 December 2015 - Devon Funds Management has been granted a Managed Investment Scheme Licence. Devon manages close to $1.5 billion on behalf of NZ clients and specialises...
18 June 2015 - In the absence of any home loan rate changes today I thought I'd give you this link to an Opinion piece which argues the Australian banks should list some...
12 June 2015 - Devon Funds Management boss Paul Glass says that the Australian banks, which dominate the New Zealand market, should list some of their assets on the sharemarket.
24 April 2015 - While you don't hear much about the INFINZ awards it does have categories for Fund Manager of the Year and FMOY - Equities. This year AMP Capital, ANZ...
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