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
Monday Mar 25, 2024
Monday Mar 25, 2024
Join Head of KiwiSaver, Murray Harris, Dr Deborah Lambie and Liam Robertson, for this 45-minute online session, starting with a brief market update.
Monday Mar 25, 2024
Monday Mar 25, 2024
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 first time in 17 years, and the RBA maintaining its cash rate. In equity news, he raises NVIDIA’s annual AI conference, GTC, where it announced its new Blackwell family of GPUs. He also discusses Boeing’s stock price being under pressure, and Apple’s lawsuit.
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 Mar 18, 2024
Monday Mar 18, 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers US CPI data which came in ahead of expectations, along with producer price data which did little to ease concerns around inflation and, along with other data, decreases certainty of a June cut. He discusses the RECS/KPMG employment report and official data out of the UK, and in NZ he looks into the Selected Price Index data for February, which outlined slowing food prices but broadly strong categories elsewhere. In equity news, Brendan covers Metcash’s investor day, SkyCity, and Briscoes – which reported a solid FY24 result.
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 Mar 11, 2024
Monday Mar 11, 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses Federal Reserve Chair Jerome Powell’s testimony on the semi-annual monetary policy report, including the board not needing to see inflation back at 2% for them to start cutting rates. She also looks into US non-farm payrolls coming in stronger than expected, the ECB interest rate decision, and the Australian GDP print – which came in inline with expectations. In equity news, Kate covers Virgin Money UK’s takeover offer from Nationwide Building Society, Pacific Current selling its entire stake in GQG Partners, and Life360 which is the number one grossing social app in the US, with 61 million users globally.
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 Mar 08, 2024
Friday Mar 08, 2024
What is sustainable investing, anyway? Is it the latest buzzword or something we all need to consider when making our investment decisions? Listen now to find out everything you need to know about E.S.G—Environment, Sustainability, and Governance—when it comes to investments.
Monday Mar 04, 2024
Monday Mar 04, 2024
In this week’s Monday Market Highlights Equity Trading Manager Will McVeagh covers the global stock market high, with the Asian market leading the charge, and the S&P index gaining 23% since October 2023. He also looks into last week’s RBNZ meeting, CPI data out of Australia, and interest rate news from the Fed. In equity news, Will discusses the end of the February Australian reporting season, along with Neuren Pharmaceuticals, Xero, NextDC and Life360.
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 Feb 27, 2024
Tuesday Feb 27, 2024
In this week’s Monday Market Highlights Investment Analyst Roland Houghton looks into the FOMC minutes release, which reinforced the view that rates were at peak but caution remains. He also discusses weak retail sales in New Zealand, and Australia’s wage price index release which came in roughly in line with expectations. In equity news, Roland covers the Australian and US reporting seasons including Block, Qantas, Orica, Woolworths, BHP and A2 Milk.
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 Feb 19, 2024
Monday Feb 19, 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the US CPI which came in above market expectations. He discusses the core services and supercore index, goods deflation and the stickiness of services inflation, along with producer price index data. Brendan looks into data out of the UK, including private sector wage growth which decelerated to 6.2%, CPI data which was more encouraging, and GDP data, which showed the UK was in a technical recession in the second half of 2023. In equity news, Brendan covers the proposed takeover of software company Altium, construction business Fletcher Building, and REIT Charter Hall Retail.
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 Feb 12, 2024
Monday Feb 12, 2024
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan covers the ISM Services print for January, which came in much stronger than expected. He also discusses the US treasury yields, and inflation falling for the fourth month in a row in China – the greatest fall in 14 years. In Australia, Nick looks into the RBA interest rate decision, staying at 4.35% as expected, and New Zealand Q4 employment data – which came out better than expected. In equity news Nick covers Uber, Hermes, AGL and REA.
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.
Wednesday Feb 07, 2024
Wednesday Feb 07, 2024
In this week's Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the busy markets from last week, both globally and domestically. The A6 200 broke out to a new all-time high, and the S&P 500 also reached new highs. Much of this has been driven by the market darlings in tech, known as the Magnificent 7, which consist of Microsoft, Amazon, Apple, Google, Meta, Tesla, and NVIDIA.