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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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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
Monday Market Highlights: 29 April 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses earnings results from Tesla, Meta and Alphabet. He also provides an update on a range
Monday Market Highlights: 22 April 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses geopolitical tensions in the Middle East which led to volatility in equity and bond
Monday Market Highlights: 15 April 2024
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses inflation data out of the US. It’s the third month in a row that
All that glitters? Why the economic environment is positive for gold
Gold is an interesting commodity; beautiful in its glitter and yet it primarily sits in sunless, secured vaults all over the world.
While Milford does not
Stock Story: Summerset
Summerset Group Holdings (SUM) is a leading operator and developer of integrated retirement / aged-care villages in New Zealand, and is starting to expand in
Month in a Minute: March 2024
A bumper crop
March saw another very solid month of returns for the funds, helped by strong performances from our stock holdings. As expected, the upward
Monday Market Highlights: 08 April 2024
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh covers the continued focus on the macro landscape, with large moves in rates, commodities
Monday Market Highlights: 01 April 2024
In this week’s Monday Market Highlights, Credit Analyst Remy Morgan discusses month and quarter-end, with US stock markets finishing strong. Federal Reserve Governor Waller spoke
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