Investor Centre

Stay ahead with the latest investment insights from our team of experts.

Featured Insight

More Insights

Month in a Minute: May 2025

Mark Riggall,10 June 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

Read More

Uncovering alpha in small caps

Roland Houghton,4 June 2025

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

Read More

Month in a Minute: April 2025

Mark Riggall,9 May 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

Read More

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

Read More

Stock Story: Ryman Healthcare and Summerset Retirement Villages

Jeremy Hutton,8 April 2025

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

Read More

Month in a Minute: March 2025

Mark Riggall,8 April 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

Read More

Stock Story: CenterPoint Energy

Ryan Williams,10 March 2025

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

Read More

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

Read More

Stock Story: Regis Healthcare

Kate Power,11 February 2025

The Australian aged care sector is sometimes described as sleepy and slow-moving, yet it plays a vital role in the nation’s healthcare system. Heavily regulated

Read More

Month in a Minute: January 2025

Mark Riggall,11 February 2025

Crosswinds
January saw its fair share of ups and downs across markets as investors were buffeted by policy uncertainties emanating from the new US administration. Ultimately

Read More

Stock Story: Techtronic Industries

George Lawrence,15 January 2025

Within many garden and tool sheds across New Zealand and Australia, you’ll find the eye-catching green of Ryobi. Or within professional tradespersons’ yards and trucks,

Read More

Month in a Minute: December 2024


Santa takes a breath
December saw a pullback in global share and bond markets with Milford’s funds also modestly lower. After such a stunning rally in

Read More

End of content

No more pages to load