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 Jan 30, 2024
Tuesday Jan 30, 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the US share market record high, driven by a continuation of the ‘soft landing’ theme. He discusses the data supporting this theme, including fourth quarter GDP, Personal Consumption Expenditure, and better-than-expected PMI numbers. In New Zealand, Brendan covers fourth quarter CPI numbers, and in Europe he looks into last week’s ECB meeting. In equity news, Brendan discusses Domino’s pizza, ResMed and Pilbara.
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 Jan 22, 2024
Monday Jan 22, 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses Australian employment data, which came in weaker than expected, showing a large decrease in employment during December. She also looks into Fed Governor Christopher Waller’s commentary around economic activity and labour markets, along with US December retail sales data, and US bond yields. In equity news, Kate highlights supermarket giants Coles and Woolworths, Super Retail Group, semiconductor chip manufacturer TSMC, and mining companies Rio Tinto and BHP Group.
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 Dec 11, 2023
Monday Dec 11, 2023
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the rally in bonds and equities, along with the non-farm payrolls report, which came in stronger than expected. He also looks into the November ISM report which outlined a pick-up in the services sector, and the University of Michigan’s one-year inflation expectation which dropped to the lowest level since March 2021. In Australia, Brendan covers the RBA’s decision to hold interest rates at 4.35%. In equity news, Brendan discusses the Woodside/Santos merger talks, Evolution Mining, SkyCity, and NZ horticulture business Scales.
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 Dec 04, 2023
Monday Dec 04, 2023
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?