Resources are back in the spotlight
20 February 2026
Geopolitics, decarbonisation and the AI energy boom are reshaping global commodity demand – and Australia sits at the centre of it. Gold, copper, lithium and
Geopolitics, decarbonisation and the AI energy boom are reshaping global commodity demand – and Australia sits at the centre of it. Gold, copper, lithium and
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
Join us for a fascinating deep dive into Milford’s Dynamic Small Companies Fund.
Portfolio Manager Michael Higgins talks with Ally Selby from LiveWire Markets about why
Join us for a glimpse into the 2024 Milford Adviser Roadshow.
America has voted, and the world now prepares for a Republican presidency. What will a Trump-led government mean for investments in Australia? Milford’s Frances Sweetman
Oil is the commodity with the largest impact on inflation and day-to-day living costs. With war in the Middle East driving oil prices higher, what
The Australian economy is proving resilient, with high demand for goods and services, no anticipation of imminent interest rate cuts, and Aussies feeling more optimistic
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay discusses the US economy, with Q2 GDP revised slightly higher, a strong increase in domestic
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the RBA minutes from the August Board, which reaffirmed Governor Bullock’s hawkish stance, but
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh covers a range of macro releases along with the start of Australian reporting season
In this week’s Milford Monday Market highlights, Dealer Brendan Larsen discusses the major volatility witnessed across markets in recent weeks, and dives into why the
In this week’s Monday Market Highlights, Credit Analyst Remy Morgan looks at the Fed, the US jobs data and big tech earnings, with the market