Insights - Milford Asset
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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Iron Ore: Will It Save The Australian Economy Once Again?

Greg Cassidy, 18 Aug 2020

The strength of the iron ore price helped Australia escape the worst of the Global Financial Crisis (GFC). This year,…

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Hearing from Advisers – a Milford Q&A

Katharine Jackson, 12 Aug 2020

In our first Quarterly Adviser Q&A I interviewed two financial advisers about their different businesses and how they have adapted…

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