Insights - Milford Asset
Stock Story: James Hardie Industries

David Rigby, 06 Oct 2020

This month, Senior Analyst David Rigby looks at James Hardie Industries. He discusses what the company does, the transformation it…

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Death, taxes …. & IPOs in hot markets

Michael Higgins, 01 Oct 2020

As getting a bus seat becomes more competitive, the trains more compact and sporting crowds less sparse, Australia is slowly…

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Early innings for e-commerce

Stephanie Perrin, 30 Sep 2020

With the US share market up +45% since the lows in late March, and shares of companies like Amazon up…

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Insurance meets Global Warming

David Rigby, 09 Sep 2020

Airlines. Oil & Gas. Car manufacturing. Agriculture. Viticulture. Cement and Steel production. Even Bitcoin mining. The list of industries that…

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Reporting season debrief – property companies

Roland Houghton, 03 Sep 2020

With reporting season behind us we can review the impacts COVID-19 is having on various sectors. Property companies which for…

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Stock Story: Kerry Group

Katlyn Parker, 03 Sep 2020

Investment Analyst Katlyn Parker looks at Kerry Group, one of our corporate bond holdings. She discusses their rise from a…

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The Buy-Now-Pay-Later phenomenon – what’s driving the industry?

Roland Houghton, 26 Aug 2020

The Buy-Now-Pay-Later segment has truly taken the world by storm. It is incredibly impressive to think two Aussies were responsible…

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The whole story behind good investment decisions

Marissa Rossi, 25 Aug 2020

If there was ever a time when strong financial metrics were the single trademark of a good company, that time…

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