OnTrack with Milford

Monday Market Highlights: 5 August 2024

In this week’s Monday Market Highlights, Credit Analyst Remy Morgan looks at the Fed, the US jobs data and big tech earnings, with the market ending the week down on concerns about the weakness of the US economy and the drag of big AI spend. Remy also discuss other key economic data across the week including the Euro and Australian CPI, and also touches on the Briscoes sales update which called out the ongoing challenges that New Zealand retail businesses are facing in the current economic environment.
 
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.

Milford on The Coast: 31 July 2024

Is it better to pay your mortgage down, or open an investment fund? Financial Adviser Jess Travers chats with Toni, Jase and Sam on The Coast about the things to consider when making that decision – and it might surprise you.

Milford on The Hits: 31 July 2024

Are tax cuts coming your way? KiwiSaver Adviser Liam Robertson talks with PJ and Matty from The Hits about which New Zealanders will benefit, and why putting the ‘extra’ money into your KiwiSaver is a smart idea.

Milford on ZM: 31 July 2024

KiwiSaver Adviser Liam Robertson explains to Bree and Clint on ZM how using your tax cut to increase your KiwiSaver contribution by just 1% could make a difference of thousands in retirement. 

Monday Market Highlights: 29 July 2024

In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay looks at US GDP, PMI’s and PCE, which point to a two-speed economy, and provide support for slowing inflation and a September rate cut. He also discusses European PMI’s, which came in weaker than expected, dragged down by softness in German manufacturing. In equity news, Jerram covers the A.I. and tech rotation, the Crowdstrike outage, global consumer results, a private equity takeover bid for Arvida Group, and production reports from Pilbara and Bellevue.

Milford on The Hits: 24 July 2024

“Is professional financial advice out of reach?" Liam Robertson, KiwiSaver Financial Adviser, explains the role of a financial adviser and dispels common myths about financial advice on The Hits with PJ and Matty.

Milford on ZM: 24 July 2024

Liam Robertson, KiwiSaver Financial Adviser, talks with Bree and Clint from ZM about how you can access a range of free financial advice services including how technology has levelled the playing field with offering digital advice tools.

Milford on The Coast: 24 July 2024

"Is KiwiSaver enough for retirement?" Financial Adviser Jessica Travers chats with Toni, Jase, and Sam on The Coast about planning for retirement, the need for additional investments alongside KiwiSaver, and setting and achieving both long-term and short-term financial goals.

Monday Market Highlights: 22 July 2024

In this weeks Monday Market Highlights, Dealer Brendan Larsen discusses the recent market rotation away from mega cap technology companies to smaller, value areas of the US share market. He also looks into the US retail sales report that eased concerns of an abrupt loss of momentum in consumer spending, as well as inflation, employment and spending data out of the UK that was mixed. In Trans-Tasman data, Brendan discusses last weeks seconds quarter inflation numbers in New Zealand, as well as labour market data in Australia.
 
In equity news, Brendan covers the Commerce Commission’s draft review of Auckland Airport pricing, a trading update of retailer Universal Store, and gold miner Evolution’s quarterly.

Milford on ZM: 17 July 2024

Liam Robertson talks with Bree and Clint on ZM about what his role as a KiwiSaver Adviser entails.
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This 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.