Offshore Wind Troubles
17 November 2023
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,
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,
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the RBA’s raising of the cash rate, and the surprising market reaction which
In this week’s Monday Market Highlights, Milford Dealer Brendan Larsen discusses the fundamental factors that helped drive the rally in bonds last week, including a
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
In this week’s Monday Market Highlights, Milford Investment Analyst Roland Houghton covers Australian quarterly inflation data and Australian retail sales for September, and the effect
In this week’s Monday Market Highlights, Investment Analyst Kate Power looks at why the Australian unemployment data came in mixed and what it indicates about
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,
In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses the current macro driving markets, with US real yields falling 21 base points on the
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the turbulent week in the global equity markets, as government bonds and yields
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
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the PCE index release, which is the US Fed’s preferred measure of inflation. It
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the Federal Reserve meeting last Thursday where they increased the committee’s median expectation for the
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