Read Archives - Milford Asset
Diamonds in the West

Jason Kururangi, 17 Sep 2021

Covid has had a heavy impact on labour mobility and labour markets right across Australia and New Zealand. One area…

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Dealing with Delta

Dr Deborah Lambie, 08 Sep 2021

The Delta Variant (‘Delta’) of COVID-19 was designated a Variant of Concern by the World Health Organisation in May this…

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What does the Chinese Government’s crackdown mean for investors?

William Curtayne, 17 Aug 2021

China’s intervention in the education and online technology sectors last month sent share prices of companies in these industries tumbling….

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Why we love founder-led companies

Michael Higgins, 12 Aug 2021

As Portfolio Manager of the Milford Dynamic Fund my focus is on smaller companies. It’s something I’m passionate about and…

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Investing in changing times: Competition is now high on the President’s agenda

Alexander Whight, 03 Aug 2021

Competition and corporate consolidation. President Biden’s 2020 election campaign was relatively quiet when it came to this topic. We were…

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Will higher oil prices see us all drive electric vehicles sooner?

Greg Cassidy, 29 Jul 2021

There are many areas in financial markets that are higher than before the onset of Covid-19. Despite a significant hit…

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What is concerning the bond market?

Paul Morris, 20 Jul 2021

As economies repair from the pandemic, unemployment has fallen, and inflation has risen. As key objectives for central banks, this…

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Sydney Airport acquisition ready for takeoff

Daniel Simmonds, 13 Jul 2021

Sydney Airport (SYD) has recently become an acquisition target by a consortium of private investors willing to take a longer-term…

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Isn’t the reopening trade over yet?

David Rigby, 30 Jun 2021

Compared to 18 months ago, we now know how to control COVID outbreaks by restricting movement and tracing contacts and…

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