Insights - Milford Asset
Stock Story – LVMH

Stephanie Batchelor, 06 May 2021

LVMH – building brands for over 30 years Louis Vuitton Moët Hennessy, or LVMH, is the world’s largest luxury goods…

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Will the strong Australian housing market last?

Greg Cassidy, 05 May 2021

One of the key positive surprises since the Covid-19 pandemic started has been the resilience and strength of the Australian…

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Inflation about to hit main street. What’s the story?

William Curtayne, 20 Apr 2021

Markets will have one and half eyes on inflation prints over the rest of 2021 as investors try to ascertain…

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How will corporates spend their excess cash and what does this mean for investors?

Ian Robertson, 20 Apr 2021

As earnings growth and visibility beyond the pandemic improve, how companies choose to spend elevated levels of cash held as…

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NFTs the new kid on the block(chain) – the latest use-case in a world that continues to digitalise

Stephanie Batchelor, 14 Apr 2021

How much would you pay to own this pixelated image of an alien wearing a sweatband? Nothing? $1? $1,000? How…

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Stock Story: SeaLink Travel Group

Michael Higgins, 08 Apr 2021

Portfolio Manager Michael Higgins tells the story behind SeaLink Travel Group and why it has been one of our best-performing…

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The month in 60 seconds: Mar ’21

Mark Riggall, 08 Apr 2021

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

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Why supply chain auditors are superheroes

Rachel Arbuckle, 01 Apr 2021

When we think about human rights abuses, our first thoughts may be of political prisoners and human trafficking. But modern…

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