Investor Centre

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

When Timing Becomes the Biggest Risk in Retirement

The Hidden Maths of Retirement

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Month in a minute

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Welcome to Flemington!

16 May 2024

Pictured top are Matt Bills, Milford Regional Manager, Distribution – South Australia, Tasmania, Victoria, with his daughter, Marigold, and The Community Grocer General Manager Georgia

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Monday Market Highlights: 13 May 2024

Remy Wisenberg,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

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Look out Barbie; UN about to set Oppenheimer on plastics

Grace O’Hanlon,8 May 2024

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,

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Stock Story: Viva Energy

Michael Higgins,8 May 2024

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

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Month in a Minute: April 2024

Mark Riggall,6 May 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

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Monday Market Highlights: 6 May 2024

Jerram Lindsay,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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Monday Market Highlights: 29 April 2024

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

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Monday Market Highlights: 22 April 2024

Kate Power,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

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Monday Market Highlights: 15 April 2024

Roland Houghton,16 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

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All that glitters? Why the economic environment is positive for gold

Jason Kururangi,10 April 2024

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

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Stock Story: Summerset

Jeremy Hutton,9 April 2024


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

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Month in a Minute: March 2024

Mark Riggall,9 April 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

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