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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: Amazon
Amazon – Earth’s most customer-centric company
From a humble online bookseller in 1994, to a global e-commerce giant and the world leader in cloud computing, Amazon
Month in a Minute: May 2024
An investment melting pot
Fund performance was broadly positive in May, driven by recovering global share markets and positive returns from bonds. As this economic cycle
Monday Market Highlights: 10 June 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into US manufacturing ISM, services ISM and non-farm payroll data which, combined, suggest the US
Monday Market Highlights: 3 June 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the US PCE index, Australian retail sales which rose by 1.2% year-on-year, Australian CPI,
The State of the Australian Consumer
Consumer spending serves as a barometer for the health of a nation’s economy and the sentiment of its consumers. Last year proved to be a
Monday Market Highlights: 27 May 2024
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses last week’s central bank announcements, the RBA’s May board meeting minutes, the RBNZ’s
Welcome to Flemington!
Pictured top are Matt Bills, Milford Regional Manager, Distribution – South Australia, Tasmania, Victoria, with his daughter, Marigold, and The Community Grocer General Manager Georgia
Monday Market Highlights: 13 May 2024
In this week’s Monday Market Highlights, Credit Analyst Remy Morgan discusses the University of Michigan consumer sentiment index which showed consumer sentiment declined in early
Look out Barbie; UN about to set Oppenheimer on plastics
The global plastic problem is very real and growing fast. Globally, about 50kg of plastic waste is generated per person per annum. In developed economies,
Stock Story: Viva Energy
Viva Energy is an Australian company in which Milford has held a position consistently since December 2021. I remember our first investment well. I was
Month in a Minute: April 2024
The pause that refreshes
After a very strong six months, April saw a pullback in global shares. This was accompanied by ongoing weakness in global bond
Monday Market Highlights: 6 May 2024
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay discusses last week’s economic data release, with most numbers coming in softer than expected. He
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