Mark is the Portfolio Manager of a number of Milford funds in addition to responsibility for managing the Central Dealing Desk. Prior to joining Milford in November 2014, Mark spent 11 years with Morgan Stanley in London and Hong Kong as an equity derivatives trader.
In Hong Kong he had responsibility for the Asia ex-Japan index derivatives business, running multiple regional derivative portfolios. Prior to that in London he ran a global equity derivatives portfolio in addition to a UK equity derivatives portfolio. Mark has a Masters of Engineering degree from the University of Bath, UK.
Meet the new boss, same as the old boss
Global share markets had a bit of a wobble last month as AI leadership was brought into question and investors grew concerned about valuation levels in asset prices. Milford funds had their first broad negative month since March, with a lackluster Australian share market weighing on performance.
Volatility […]
AI vs the rest
October saw broadly positive returns from Milford funds as global share markets extended their positive run. Technology stocks led the way, but there were strong performers elsewhere too. Local NZ and Australian shares lagged and bond markets were choppy.
The AI technological revolution is akin to a gold rush, and large US technology […]
A purple patch
Milford’s Funds continue to deliver broadly positive returns, supported by performance of share and bond markets. Through all the noise, global share markets continue to march higher. Global bond markets are also delivering positive performance as central banks continue on their interest rate cutting cycles.
Global share market performance was boosted last month by […]
Nothing stops this train
Milford funds continue to deliver solid returns with gains across funds of all types last month. This was supported by an ongoing grind higher in global share markets, coming alongside broadly positive gains from bonds. Investors are increasingly sanguine about policy risks, whilst looking forward to an expected uptick in economic growth […]
It’s better to travel than arrive
Global share markets continued to take a cup half full view, pushing higher over the month and taking global share prices to new all-time highs. Coupled with ongoing solid returns from bonds, Milford’s funds delivered gains across the board.
Much of the rally in shares over the past three months is […]
It’s all about the TACO (“Trump Always Chickens Out”)
After a volatile April, global share markets continued their climb in May leaving global shares close to all-time highs. Milford’s funds delivered solid performance on the back of these moves with many of our holdings posting strong gains last month.
Investors are being whiplashed by US policy announcements. […]
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