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When Timing Becomes the Biggest Risk in Retirement
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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: 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’
Monday Market Highlights: 22 January 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses Australian employment data, which came in weaker than expected, showing a large decrease in
Month in a Minute: December 2023
A Fast Finish
Funds delivered strong performances in December, building on the positive November to finish the year with solid gains. This performance was driven by
Monday Market Highlights: 11 December 2023
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the rally in bonds and equities, along with the non-farm payrolls report, which came in
Month in a Minute: November 2023
Patience Rewarded
November was a very strong month for returns, with gains across low and high-risk funds. Performance was driven by large rallies in both stocks
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