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.

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Episodes

Tuesday Jun 04, 2024

In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the US PCE index, Australian retail sales which rose by 1.2% year-on-year, Australian CPI, and the NZ 2024 budget – which confirmed a weaker fiscal outlook than predicted in December. In equity news Kate covers BHP’s confirmation it is not intending to make a new firm offer for Anglo American. She also looks into Lendlease, New Zealand Aluminium Smelters’ 20-year electricity arrangements – including contracts with Meridian Energy, Contact Energy and Mercury NZ. Finally, Kate covers Salesforce’s recent quarter which included shortfalls in revenue and margins.
 
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.

Friday May 31, 2024

Milford’s Charlie Dent chats to Philip Morgan Rees, Head of Private Wealth, about the three questions every single person he has ever met begins to ask themselves from the age of 55. This must listen podcast addresses those questions and gives you all the information you need to begin the process of answering them.
Please see references for content with in this podcast:
https://www.stats.govt.nz/tools/how-long-will-i-live/
https://www.cms.gov/data-research/statistics-trends-and-reports/national-health-expenditure-data/nhe-fact-sheet

Monday May 27, 2024

In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh discusses last week’s central bank announcements, the RBA’s May board meeting minutes, the RBNZ’s hawkish hold, and the US Federal Reserve continuing to temper expectations of early rate cuts. In equity news, Will covers Nvidia shares climbing above $1,000 each, Anglo American’s rejection of BHP’s takeout offer, Xero and Gentrack.
 
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 May 13, 2024

In this week’s Monday Market Highlights, Credit Analyst Remy Morgan discusses the University of Michigan consumer sentiment index which showed consumer sentiment declined in early May to a 6-month low. She also covers the Bank of England’s policy rate, and the RBA which held its cash rate at 4.35%. In equity news, Remy looks into JB Hi Fi, Super Retail Group, and Temple & Webster. She covers REIT Goodman Group, Ausnet, and Westpac, CBA, ANZ and NAB which provided operating updates.
 
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 May 06, 2024

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 declined – underlying retail spending is now the weakest 6-month period the ASB has on record outside of the pandemic. In equity news, he covers the tail end of the US Q1 reporting season including Amazon and Apple. And finally he looks into Woolworths and Coles.
 
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 Apr 29, 2024

In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses earnings results from Tesla, Meta and Alphabet. He also provides an update on a range of macro data from around the world and local earnings results from BHP and ResMed. Brendan closes with a quick preview of the key events facing markets in the week ahead.   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 Apr 22, 2024

In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses geopolitical tensions in the Middle East which led to volatility in equity and bond markets, commentary from Fed Chair Jerome Powell around interest rate cuts, the Australian job print which came in stronger than expected, and New Zealand CPI data. In equity news, Kate covers the US reporting season, with 12% of companies having reported to date. She also looks into Woolworths and Coles, Telix and regional bank player BOQ.
 
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 Apr 16, 2024

In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses inflation data out of the US. It’s the third month in a row that inflation has topped economists’ anticipation, and the 10-year government bond rate increased as inflation fears and less rate cuts were priced in. Roland also covers PPI data, Europe’s ECB rates, tensions in the Middle East, and the London Metal Exchange banning Russian copper, aluminium and nickel to align with US and UK sanctions. In equity news, Roland looks into NEXTDC, Ansell, Netwealth, Heartland Bank, and Qantas.
 
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 Apr 08, 2024

In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh covers the continued focus on the macro landscape, with large moves in rates, commodities and currencies. He also looks into the reasons behind the recent gold surge, and how oil is being impacted by continuing geopolitical tensions. He discusses data releases, including the RBA’s minutes of its March board meeting, and US employment data. In equity news, Will covers glass bottle maker Orora’s disappointing results, and Tesla’s share fall following a drop in vehicles in the first quarter, and first annual decline since 2020.
 
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 Apr 02, 2024

In this week’s Monday Market Highlights, Credit Analyst Remy Morgan discusses month and quarter-end, with US stock markets finishing strong. Federal Reserve Governor Waller spoke to the risk of moving rates lower too soon, citing healthy economic output data and consumer spending. Remy also looks into the PCE data release, Australian February consumer price index – which rose 3.4% over the year – and recently released Australian retail sales data for February, along with NZ’s consumer confidence falling by nine points in March. In equity news, Remy covers Fisher & Paykel Healthcare, Westpac, and Charter Hall and Charter Hall Retail REIT’s joint venture trust to acquire a stake in Hotel Property Investments.
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.
 

2024 © Milford Asset Management Limited. Disclaimer: Milford is an active manager with views and portfolio positions subject to change. 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 guarantee of future performance.

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