
Reflecting on the Year: Revisiting the Pulse of the US Consumer
Upon returning from the US last year (Read Previous Blog Here), one of the themes I had experienced was the
Upon returning from the US last year (Read Previous Blog Here), one of the themes I had experienced was the
The global energy transition from fossil fuels to green energy requires huge investment across the energy supply chain, and notably
At Milford, we have a Sustainable Investment team that undertakes detailed sustainability research in two main areas:
1. Best practice environmental,
Milford recently attended an investor day held by one of our preferred NZ companies, Infratil (an infrastructure investor), in the
EBITDA* ≠ Cash
Cash is king, a term popularised by the Volvo CEO after the 1987 crash has become an incredibly
Since OpenAI released ChatGPT to the public in November 2022, generative AI has taken the investing world by storm. Any
Coming out of the Covid-19 lockdowns, there was a lot of debate over how the recovery would look in Australia.
The third global energy revolution is now upon us. The first was the coal-powered steam engine introduced in the Industrial
The awareness of Generative Artificial Intelligence (GenAI) has exploded since the release of ChatGPT in November 2022, firstly led by
Rising interest rates have led to a significant focus on housing and mortgage costs, however in Australia we have another
Listen to Milford Portfolio Manager William Curtayne discuss a range of big picture topics on the Relative Return podcast including
The longevity and success of any business comes down to continued market fit; an ability to understand your customers and
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Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the responsible entity for the Milford Investment Funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current product disclosure statement (PDS) and Target Market Determination (‘TMD’) of the Fund and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.
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