Roland joined Milford in May 2016 as an Investment Analyst. His role at Milford is to research, meet and analyse a range of companies to identify potential opportunities. Prior to Milford, Roland worked as a junior Portfolio Manager at a boutique funds management company based in Sydney.
Roland graduated from Victoria University of Wellington in 2014 with a Bachelor of Commerce, double majoring in Finance and Marketing and is a CFA Charterholder.
In this week’s Monday Market Highlights, Milford Investment Analyst Roland Houghton covers Australian quarterly inflation data and Australian retail sales for September, and the effect these two data prints have had on the rate market. He also looks into the US core PCE index and September quarter GDP data. In equity news, Roland discusses Woolworths, […]
EBITDA* ≠ Cash
Cash is king, a term popularised by the Volvo CEO after the 1987 crash has become an incredibly popular colloquialism. For investors, the desire for cash is generally driven by equity markets – you can never have enough cash when markets fall, however it’s a bane when the market eventually recovers.
For companies, however, […]
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the PCE index release, which is the US Fed’s preferred measure of inflation. It showed core and headline inflation slowed compared to expectations, with the core inflation increase the smallest in 33 months. Roland also covers Australian monthly inflation and house price data. In […]
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses Australia’s July inflation report and retail sales, German and French inflation, Q2 GDP data revised lower to 2.1%, the PCE index release, JOLTS July report, August employment data, and the ANZ business confidence index. In equity news, Roland covers Australia’s final week of […]
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the RBA’s decision to hold rates steady for the second month straight, along with the release of its quarterly statement of monetary policy which highlighted two key risks to increasing inflation – rising rents and the risk of labour productivity not improving. Roland also […]
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses US Fed, inflation and PPI data. He also looks into Australia’s stronger-than-expected employment data and NZ GDP data. In equity news, Roland discusses CSL, AGL, XERO, Dominos, and Macquarie Telecom.
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