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
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
Listen to Murray Harris, Milford’s Head of KiwiSaver & Retail chat with Bree and Clint from ZM about our new weekly segment where we’ll be helping the audience learn about investing and answering their questions every week.
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
Listen to Murray Harris, Milford’s Head of KiwiSaver & Retail chat with PJ and Matty from The Hits about the $520m of KiwiSaver Government Contributions which weren’t claimed by eligible Kiwis last year. Find out how you can make sure you don’t miss out this year.
Monday Jun 10, 2024
Monday Jun 10, 2024
In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into US manufacturing ISM, services ISM and non-farm payroll data which, combined, suggest the US economy is slowing but is not yet slow. He also discusses the Bank of Canada and European Central Bank rate cuts, and emerging market elections in India, South Africa and Mexico. In equity news, Brendan covers SkyCity, property company Precinct and IDP Education.
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 Jun 04, 2024
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
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
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
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
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
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
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.