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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: 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
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While Milford does not
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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
Monday Market Highlights: 25 March 2024
In this week’s Monday Market Highlights Investment Analyst Jerram Lindsay discusses last week’s FOMC meeting, with the 2024 median dot plot unchanged. This coincided with
Monday Market Highlights: 18 March 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers US CPI data which came in ahead of expectations, along with producer price data which
The AI revolution impacting Data Centres
This blog is an introduction to the Data Centre (DC) sector, and addresses some of the structural benefits the industry is receiving from generative AI.
New
Monday Market Highlights: 11 March 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses Federal Reserve Chair Jerome Powell’s testimony on the semi-annual monetary policy report, including the
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