Category: Financial Advisers

Why corporate bonds are looking more attractive relative to equities
Throughout the pandemic and up until 2022, the relatively low interest rate environment has made it

Image: Boss Energy
Boss Energy (BOE) is a prospective uranium miner in South Australia. We first acquired BOE shares at $2.48 a share and it has

Upon returning from the US last year (Read Previous Blog Here), one of the themes I had experienced was the incredible strength of the consumer.

The global energy transition from fossil fuels to green energy requires huge investment across the energy supply chain, and notably in renewable electricity generation.
Through 2023,

At Milford, we have a Sustainable Investment team that undertakes detailed sustainability research in two main areas:
1. Best practice environmental, social and governance (ESG) performance

Milford recently attended an investor day held by one of our preferred NZ companies, Infratil (an infrastructure investor), in the blazing hot desert near Phoenix,

EBITDA* ≠ Cash
Cash is king, a term popularised by the Volvo CEO after the 1987 crash has become an incredibly popular colloquialism. For investors, the

Since OpenAI released ChatGPT to the public in November 2022, generative AI has taken the investing world by storm. Any company that is even tangentially

Coming out of the Covid-19 lockdowns, there was a lot of debate over how the recovery would look in Australia. Economists would throw out letters

The third global energy revolution is now upon us. The first was the coal-powered steam engine introduced in the Industrial Revolution, allowing for the mechanisation

The awareness of Generative Artificial Intelligence (GenAI) has exploded since the release of ChatGPT in November 2022, firstly led by consumer-facing applications and further expanding

Rising interest rates have led to a significant focus on housing and mortgage costs, however in Australia we have another key housing issue. Residential rents