Category: Masterclass

Monday Market Highlights: 13 November 2023

13 November 2023

In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the RBA’s raising of the cash rate, and

Monday Market Highlights: 6 November 2023

7 November 2023

In this week’s Monday Market Highlights, Milford Dealer Brendan Larsen discusses the fundamental factors that helped drive the rally in

The Principles of Good Stewardship

1 November 2023

At Milford, we have a Sustainable Investment team that undertakes detailed sustainability research in two main areas:
1. Best practice environmental,

Monday Market Highlights: 30 October 2023

31 October 2023

In this week’s Monday Market Highlights, Milford Investment Analyst Roland Houghton covers Australian quarterly inflation data and Australian retail sales

Monday Market Highlights: 23 October 2023

23 October 2023

In this week’s Monday Market Highlights, Investment Analyst Kate Power looks at why the Australian unemployment data came in mixed

Infratil’s Renewable Energy Gold Rush

17 October 2023

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

Monday Market Highlights: 16 October 2023

16 October 2023

In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses the current macro driving markets, with US real yields falling

Monday Market Highlights: 9 October 2023

9 October 2023

In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the turbulent week in the global equity markets,

Cash is King

4 October 2023

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

Monday Market Highlights: 2 October 2023

3 October 2023

In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the PCE index release, which is the US Fed’s

Monday Market Highlights: 25 September 2023

25 September 2023

In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the Federal Reserve meeting last Thursday where they increased the

An investment framework for generative AI

19 September 2023

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

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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).

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Category: Masterclass

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