Frances is Milford’s Head of Sustainable Investment and a Portfolio Manager. Frances joined Milford in early 2017 as a Senior Analyst focused on New Zealand equities.
Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian equity exposures of the Private Wealth division.
Frances has previously worked as an Analyst at Brook Asset Management focused on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney in the institutional equities research team.
She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.
Please disperse, nothing to see here
Investors continue to be confronted by unanticipated risks, with the geopolitical situation in the Middle East the latest event to grab investor attention. And yet, financial markets have exhibited a remarkable degree of resilience to these shocks. Consequently, Milford’s funds continue to deliver solid performance with positive returns across […]
America has voted, and the world now prepares for a Republican presidency. What will a Trump-led government mean for investments in Australia? Milford’s Frances Sweetman talks with Ryan Bridge about initial market reaction, the impact for Australia, and what it could mean for your investments.
In this interview, filmed in Milford’s Auckland office, Milford Portfolio Manager […]
Video by Stephanie Batchelor
Article by Frances Sweetman
The politics behind performance
The performance of global share markets diverged in June as global politics dominated the headlines and investors weighed a raft of economic data and central bank decisions. Milford funds delivered mixed returns for the month, underpinned by US shares and a solid performance from bond holdings, […]
Most people to whom we pose this question reply with an immediate “No!”. On face value, it seems illogical that a company should be responsible for anything other than its own greenhouse gas (GHG) emissions and its waste. But let’s dig a little deeper.
What about an oil company? Should it be responsible for the emissions […]
At Milford, we have a Sustainable Investment team that undertakes detailed sustainability research in two main areas:
1. Best practice environmental, social and governance (ESG) performance across the industries we invest in, and
2. Emerging investment opportunities in the transition to a more sustainable future economy.
We do this in pursuit of two objectives; to maximise the risk-adjusted […]
Industry in transition
Shell Plc. is one of the largest players in the global oil and gas industry. Given profits in this industry are driven by energy prices, share prices generally move in the same direction. This would make Shell a seemingly obvious investment this year as oil and gas prices have risen to near historic […]
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