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Resources are back in the spotlight
Geopolitics, decarbonisation and the AI energy boom are reshaping global commodity demand – and Australia sits at the centre of it. Gold, copper, lithium and even traditional players like gas and iron ore are gaining momentum as supply tightens and investment accelerates.
Milford Portfolio Manager Greg Cassidy, sits down with Bryce and Ren from Equity Mates’ […]
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Stock Story: Uber
Uber can be thought of as the largest transportation company in the world. It has been a pioneer in the ride-hailing and broader gig economy.
Month in a Minute: February 2024
Newton’s 1st Law: An object in motion remains in motion
February delivered broadly positive fund performance for the fourth month in a row. The year-to-date theme
Monday Market Highlights: 4 March 2024
In this week’s Monday Market Highlights Equity Trading Manager Will McVeagh covers the global stock market high, with the Asian market leading the charge, and
Bonds. Corporate Bonds.
Why corporate bonds are looking more attractive relative to equities
Throughout the pandemic and up until 2022, the relatively low interest rate environment has made it
Monday Market Highlights: 26 February 2024
In this week’s Monday Market Highlights Investment Analyst Roland Houghton looks into the FOMC minutes release, which reinforced the view that rates were at peak
Monday Market Highlights: 19 February 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the US CPI which came in above market expectations. He discusses the core services and
Monday Market Highlights: 12 February 2024
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan covers the ISM Services print for January, which came in much stronger than expected.
Month in a Minute: January 2024
A Sizzling Summer
For the third month in a row, fund returns were positive, helped by a strong performance from our stock holdings. Global shares outperformed
Stock Story: RWE – a Leader in the European Energy Transition
When we make investments in the Milford Global Real Assets Fund, we adhere to the school of thought that buying a great company (based on
Monday Market Highlights: 5 February 2024
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the busy markets from last week, both globally and domestically. The A6 200
Uranium mining like a Boss
Image: Boss Energy
Boss Energy (BOE) is a prospective uranium miner in South Australia. We first acquired BOE shares at $2.48 a share and it has
Monday Market Highlights: 29 January 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the US share market record high, driven by a continuation of the ‘soft landing’
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