OnTrack with Milford
OnTrack with Milford is your channel for valuable insights into the world of investments and personal finance. With a wide range of topics and timely insights from Milford’s down-to-earth and experienced team of experts, you can stay on track toward reaching your goals no matter where you are or what you are doing.
Listen on:
Episodes
2 days ago
2 days ago
In this week’s Monday Market Highlights Sustainable Investment Analyst Nick Morgan looks into the October US PCE price index, which was flat month on month for October. Also in the US, he discusses the ISM manufacturing index, personal spending data and unemployment numbers. In China, Nick covers manufacturing PMI and in New Zealand he looks into the RBNZ’s interest rate decision, where they held the OCR. Lastly, Nick covers Australian retails sales for October. In equity news, Nick discusses Gentrack, Fisher & Paykel Healthcare, Collins Foods and Harvey Norman Holdings.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
What are Bonds and Equities and what role do they play in a diversified investment portfolio? Listen to Katlyn Parker chat to Joanna Day, in everyday language explaining what these terms mean and the role they play in investment strategies.
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
Risk. There is risk when it comes to investing. Joanna Day chats to Kate about what risk means when it comes to investing and how to work out what you are comfortable with when it comes to your investment decisions.
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
Joanna Day chats to Carmen about Investment Funds. How do they differ to KiwiSaver and how they differ from a Term Deposit or having money in your savings account at the bank.
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
Wills and Estates and Enduring Powers of Attorney. These are things you need to consider if you own anything, including your KiwiSaver.
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
Money and relationships. It can get complicated! When you own anything together and things don’t work out how you had hoped, this episode discusses all the things you need to consider right from when you enter a relationship (particularly if you have assets that you are bringing into the partnership).
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
Assets and Trusts. Why have them? How do you structure them and the role they might play as you accumulate wealth. In New Zealand, we have the most Trusts per capita of anywhere in the world. Why is that?
Monday Nov 27, 2023
Monday Nov 27, 2023
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the RBA’s policy decision to increase the cash rate by 25 bps in November, following the RBA minutes and panel discussion with Governor Michelle Bullock. She also covers the RBNZ’s proposed change in mandate, to a sole price stability remit. In the US, the Federal Open Market Committee meeting minutes pointed to a hold in December. In equity news, Kate looks into Nvidia, pathology provider Healius, pharmaceutical wholesale and animal care provider EBOS Healthcare, and Origin Energy.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.
Monday Nov 20, 2023
Monday Nov 20, 2023
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses the US CPI data print which came in softer than expected – getting closer to the Fed’s targeted inflation of 2-3% per annum. He also looks into the US retail sales numbers for October, with manufacturing activity weaker than expected and industrial production down. US housing data was mixed with the NAHB housing market index falling to 34 from 40 in September. Nick also covers NZ REINZ housing data, Australian employment data for October which came in above expectations, lower-than-expected credit and liquidity data out of China, and slowing headline inflation in the UK. In equity news, Nick covers a busy week of global reporting, including the Warehouse Group, Infatil, and Karoon Energy.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.
Monday Nov 13, 2023
Monday Nov 13, 2023
In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the RBA’s raising of the cash rate, and the surprising market reaction which saw stocks and rates rally, and the AU dollar fall. He looks into the RBA’s quarterly statement on monetary policy, which contained an update on the bank’s key forecasts. Will covers Fed Chair Jerome Powell’s speech at the IMF, and in equity news focuses on Xero’s first-half results, James Hardies’ second-quarter results, NZ company Main Freight’s reported results, and renewed interest in Telstra following a recent Opus outage.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.