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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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Monday Market Highlights: 5 August 2024
In this week’s Monday Market Highlights, Credit Analyst Remy Morgan looks at the Fed, the US jobs data and big tech earnings, with the market
Monday Market Highlights: 29 July 2024
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay looks at US GDP, PMI’s and PCE, which point to a two-speed economy, and provide
Monday Market Highlights: 22 July 2024
In this weeks Monday Market Highlights, Dealer Brendan Larsen discusses the recent market rotation away from mega cap technology companies to smaller, value areas of
Monday Market Highlights: 15 July 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the US CPI print, which was lower than expected, along with headline inflation which
Month in a Minute: June 2024
Video by Stephanie Batchelor
Article by Frances Sweetman
The politics behind performance
The performance of global share markets diverged in June as global politics dominated the headlines and
Stock Story: Capstone Copper
Video by Kate Power
Article by Jason Kururangi
Capstone Copper is a copper miner headquartered in Canada with assets across the Americas. Its key growth project is
Monday Market Highlights: 8 July 2024
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the RBA’s released minutes from its June meeting, highlighting the continued challenges of
Should a company be held accountable for its customers’ pollution?
Most people to whom we pose this question reply with an immediate “No!”. On face value, it seems illogical that a company should be responsible
Monday Market Highlights: 1 July 2024
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses PCE data out of the US, along with housing data and the first Presidential
Why we still love founder-led companies
As Portfolio Manager of the Milford Dynamic Small Companies Fund my focus is on smaller companies, and one of the consistent themes I’ve witnessed over
Monday Market Highlights: 24 June 2024
In this week’s Monday Market Highlights, Credit Analyst Remy Morgan looks into US data releases which came in softer than expected, including retail sales for
Monday Market Highlights: 17 June 2024
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay discusses US markets, which were lifted by increasing expectation of interest rate cuts, US CPI
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