Insights - Milford Asset
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….

Monday Market Highlights: 16th August 2021

Roland Houghton, 16 Aug 2021

Today we cover Headline US CPI Data, Oil prices, the U.S. Department of Agriculture’s August World Agricultural Supply and Demand…

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…

Monday Market Highlights: 9th August 2021

Roland Houghton, 09 Aug 2021

Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS payroll and…

Stock Story: Coretex

Brooke Bone, 05 Aug 2021

What does Coretex do? Coretex Limited is a privately owned NZ company that operates internationally in the heavy vehicle telematics…

Month in a minute: July ’21

Mark Riggall, 05 Aug 2021

Portfolio Manager Mark Riggall discusses July’s key highlights in 60 seconds.

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…

Monday Market Highlights: 2nd August 2021

Roland Houghton, 02 Aug 2021

Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark infrastructure, the…

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