Brendan is an analyst focused on cross-asset investments. His primary responsibility is to conduct macro research to generate investment opportunities for Milford’s diversified funds.
Brendan initially joined Milford in 2018, working as an Associate in the Private Wealth team before moving to the Investment team as a Dealer. Prior to joining Milford full-time, he was an intern in our Private Wealth team.
Brendan holds a Bachelor of Commerce from The University of Auckland, double majoring in Finance and Accounting. Brendan is a CFA Charterholder.
In this week’s Milford Monday Market highlights, Dealer Brendan Larsen discusses the major volatility witnessed across markets in recent weeks, and dives into why the unwind of the Japanese Yen carry trade and fears of a greater US economic slowdown were two root causes. He also discusses how US initial jobless claims and the ISM […]
In this weeks Monday Market Highlights, Dealer Brendan Larsen discusses the recent market rotation away from mega cap technology companies to smaller, value areas of the US share market. He also looks into the US retail sales report that eased concerns of an abrupt loss of momentum in consumer spending, as well as inflation, employment […]
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 economy is slowing but is not yet slow. He also discusses the Bank of Canada and European Central Bank rate cuts, and emerging market elections in India, South Africa and […]
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 did little to ease concerns around inflation and, along with other data, decreases certainty of a June cut. He discusses the RECS/KPMG employment report and official data out of the […]
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the US CPI which came in above market expectations. He discusses the core services and supercore index, goods deflation and the stickiness of services inflation, along with producer price index data. Brendan looks into data out of the UK, including private sector wage growth which […]
In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the US share market record high, driven by a continuation of the ‘soft landing’ theme. He discusses the data supporting this theme, including fourth quarter GDP, Personal Consumption Expenditure, and better-than-expected PMI numbers. In New Zealand, Brendan covers fourth quarter CPI numbers, and in […]
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