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 Monday Market Highlights, Dealer Brendan Larsen covers the rally in bonds and equities, along with the non-farm payrolls report, which came in stronger than expected. He also looks into the November ISM report which outlined a pick-up in the services sector, and the University of Michigan’s one-year inflation expectation which dropped to […]
In this week’s Monday Market Highlights, Milford Dealer Brendan Larsen discusses the fundamental factors that helped drive the rally in bonds last week, including a weak ISM report, less longer-dated US Treasury supply, and a soft non-farm payrolls report. He also discusses the weaker third quarter employment report in New Zealand, and stronger Australian retail […]
In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses the current macro driving markets, with US real yields falling 21 base points on the back of Fed officials suggesting that further interest rate hikes were not necessary, along with and the Hamas/Israel conflict. He also looks into the US CPI print, New Zealand’s food […]
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the Federal Reserve meeting last Thursday where they increased the committee’s median expectation for the level of Federal funds in 2024 and 2025. He also discusses the Bank of England’s interest rate policy, the Bank of Japan, and PMI data out of Europe – which […]
In this week’s Monday Market Highlights, our 100th episode, Dealer Brendan Larsen covers Fed Chair Powell’s speech at the Jackson Hole Economic Symposium, global PMI data, and the ongoing reporting season in Australia and New Zealand. This includes Iress, IDP Education, Coles, EBOS, Auckland Airport and Precinct Properties.
Listen to the podcast on your favourite […]
In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the first week of US earnings, which came in above low expectations. He highlights Netflix, Tesla, United Airlines and American Airlines. Brendan also discusses the UK CPI, Australian labour market, and New Zealand CPI. In equity news, he covers Flight Centre, Ampol, Northern Star […]
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