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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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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
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
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