Will Curtayne, Portfolio Manager of the Milford Australian Absolute Growth Funds and the Milford Dynamic Funds, features on Equity Mates’ Basis Points podcast unpacking the first half of 2025 on the ASX including:

  • The forces behind CBA’s record PE multiple
  • Whether the miners’ recent rally is a genuine opportunity or “a move to fade”
  • How super and passive flows are distorting price discovery at the top of the ASX
  • Where the next leadership might come from (e.g. healthcare, industrials, small-caps, and a long-term structural case for gold)

Click here to listen to the podcast: