Insights - Milford Asset
You are what you mEAT!

Stephen Johnston, 20 Aug 2019

Throughout my investment career, it never ceases to amaze me how businesses can come from nowhere and, virtually overnight (slightly…

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What’s your personal data really worth?

Michael Higgins, 09 Aug 2019

Just last week, a report by the ACCC (Australian Competition and Consumer Commission) was released to very little fanfare. The…

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Interest rates; a race to the bottom?

Katlyn Parker, 23 Jul 2019

Central banks globally, most notably the US Federal Reserve (Fed) and the European Central Bank (ECB), are now proactively shifting…

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What’s causing the rise in Aussie property companies?

Roland Houghton, 05 Jul 2019

The listed Australian property sector (AREITs) has had a very strong 12 months, returning 19.3% (including dividends) vs. the ASX…

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Value is in the eye of the beholder

Stephanie Perrin, 21 May 2019

Tens of thousands of investors recently undertook the annual pilgrimage to Omaha, Nebraska to hear words of wisdom from Warren…

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Unravelling the China-Australia coal trade mystery

Greg Cassidy, 01 May 2019

In February, press reports started to emerge of China restricting the importation of Australian coal. Ships loaded with Australian coal…

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An update on Aussie house price declines

David Rigby, 24 Apr 2019

Since our last blog on Australian housing in December last year prices have continued to fall, but the pace of…

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