Jerram is an Investment Analyst based in our Sydney office within the Global Equities team. Prior to joining Milford in 2022, Jerram spent 4 years as an Analyst at Spheria Asset Management, focused on global SMID- and micro-cap equities.
Jerram holds a Bachelor of Commerce (Hons) from the University of Queensland.
APi Group is a global, market-leading industrial services provider headquartered in the US, and focused on non-discretionary, statutorily-mandated inspection, testing and maintenance work. It is the largest player globally in fire protection systems, a leading player in commercial security, and a recent entrant into the elevator services market.
Milford uncovered APi Group on a research trip […]
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay discusses the US economy, with Q2 GDP revised slightly higher, a strong increase in domestic profits, and a steady jobs report – all boding well for a soft-landing scenario. However, with the continued strength of the US economy, the Fed may not need to be […]
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay looks at US GDP, PMI’s and PCE, which point to a two-speed economy, and provide support for slowing inflation and a September rate cut. He also discusses European PMI’s, which came in weaker than expected, dragged down by softness in German manufacturing. In equity news, […]
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay discusses US markets, which were lifted by increasing expectation of interest rate cuts, US CPI data, and US producer index and initial jobless claims. He also looks into the FOMC June meeting, the European Commission’s announcement that it will levy new duties on imports of […]
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 covers the low consumer confidence reading, an ISM manufacturing survey, and reports on the US job market and labour productivity. Closer to home, Jerram looks into Australian retail sales which […]
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 the release of the March Flash PMIs, which continued to show expansion in both US manufacturing and services activity. Jerram also covers the Bank of Japan lifting rates for the […]
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