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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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Month in a Minute: June 2025
Please disperse, nothing to see here
Investors continue to be confronted by unanticipated risks, with the geopolitical situation in the Middle East the latest event
Taking Strides for Mental Health at Moonee Valley Football Club
With help from the Milford Community Connection Program, Moonee Valley Football Club is putting mental health front and centre by launching a new wellbeing initiative
Empowering Youth, One Step at a Time
Thanks to a grant from the Milford Community Connection Program, the Operation Flinders Foundation will be sending a team of young people from metropolitan Adelaide
Stock Story: Genesis Minerals
Genesis Minerals is an emerging mid-tier Australian gold producer focused on consolidating and developing high-quality gold assets in Western Australia. The company has consolidated regionally
Month in a Minute: May 2025
It’s all about the TACO (“Trump Always Chickens Out”)
After a volatile April, global share markets continued their climb in May leaving global shares close to
Uncovering alpha in small caps
Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, Roland Houghton, features on this episode of Basis Points by Equity Mates. He talks through understanding
Month in a Minute: April 2025
Still tarrified, or just a bump in the night?
The volatility seen in markets over the past month suggests investors were surprised at the tariffs imposed
Stock Story: Haleon
Haleon: A Defensive Consumer Health Leader
UK multi-national company Haleon is a global leader in the growing consumer health market, with a portfolio of trusted brands
Stock Story: Ryman Healthcare and Summerset Retirement Villages
Ryman Healthcare has been in the news again after just completing a second large capital raise ($1bn), the second in as many years (post the
Month in a Minute: March 2025
Tarrified
In a volatile month Milford funds fared well, and although some of our fund returns were negative, we significantly outperformed underlying markets in our diversified
Stock Story: CenterPoint Energy
CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we adhere to the school of
Month in a Minute: February 2025
USA, a bit less exceptional
February saw a sharp change in tone for markets. Share markets sold-off, led by the US as investors grew concerned about
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