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Reflecting on the Year: Revisiting the Pulse of the US Consumer
Upon returning from the US last year (Read Previous Blog Here), one of the themes I had experienced was the
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Reflecting on the Year: Revisiting the Pulse of the US Consumer
Upon returning from the US last year (Read Previous Blog Here), one of the themes I had experienced was the
Monday Market Highlights: 27 November 2023
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the RBA’s policy decision to increase the cash rate
Monday Market Highlights: 20 November 2023
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses the US CPI data print which came in
Offshore Wind Troubles
The global energy transition from fossil fuels to green energy requires huge investment across the energy supply chain, and notably
Monday Market Highlights: 13 November 2023
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the RBA’s raising of the cash rate, and
Month in a Minute: October 2023
Laying the Foundation
Financial markets continue to adjust to the reality of “higher for longer” interest rates. Over the past three
Monday Market Highlights: 6 November 2023
In this week’s Monday Market Highlights, Milford Dealer Brendan Larsen discusses the fundamental factors that helped drive the rally in
The Principles of Good Stewardship
At Milford, we have a Sustainable Investment team that undertakes detailed sustainability research in two main areas:
1. Best practice environmental,
Monday Market Highlights: 30 October 2023
In this week’s Monday Market Highlights, Milford Investment Analyst Roland Houghton covers Australian quarterly inflation data and Australian retail sales
Monday Market Highlights: 23 October 2023
In this week’s Monday Market Highlights, Investment Analyst Kate Power looks at why the Australian unemployment data came in mixed
Infratil’s Renewable Energy Gold Rush
Milford recently attended an investor day held by one of our preferred NZ companies, Infratil (an infrastructure investor), in the
Monday Market Highlights: 16 October 2023
In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses the current macro driving markets, with US real yields falling
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