Read Archives - Milford Asset
Vaccine Time: The Beginning of the Pandemic’s End

Marissa Rossi, 05 Aug 2020

In total, there are 177 novel coronavirus vaccines in development globally and 6 in Phase III trials, the final stage…

Read
Investing in infrastructure – the case for airports

Daniel Simmonds, 30 Jul 2020

We’re going to focus on the global aviation sector and aim to offer some insights into how COVID-19 has impacted…

Read
A stock picker’s market

Michael Higgins, 09 Jul 2020

Market volatility creates significant opportunities for active investors like Milford, who invest in specific companies rather than simply investing in…

Read
Melbourne Lockdown Take Two

William Curtayne, 08 Jul 2020

Faced with two bad choices, Victorian Premier Daniel Andrews has made the difficult decision to lockdown metropolitan Melbourne for six…

Read
Health Care: A hunting ground for investment opportunities in uncertain times

Alexander Whight, 01 Jul 2020

It is hard to believe just 3 months have passed since the market lows of late-March. Equity markets have moved…

Read
Victoria shuts down hotspot suburbs – what does it mean for the market?

William Curtayne, 01 Jul 2020

From midnight Wednesday in Melbourne, 36 suburbs in 10 postcodes will be placed in lockdown. Residents in those suburbs will…

Read
What’s behind this market sell-off?

William Curtayne, 12 Jun 2020

The US major equity indices were off over 5% today in largest daily fall since March. The question on everyone…

Read
What’s next for the future of the office?

Roland Houghton, 10 Jun 2020

It has been a turbulent few months in markets due to COVID-19. “The Great Lockdown”, “The Corona Crash”, whatever you…

Read
What does a Trans-Tasman bubble mean for NZ?

Michael Luke, 18 May 2020

The COVID-19 pandemic has had a significant impact on economies across the globe. One of the sectors most impacted has…

Read
Golden opportunity: Why we’ve been buying gold miners.

William Curtayne, 21 Apr 2020

It’s hard to believe what has happened in the last few months: the declaration of a global pandemic, an oil…

Read