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 Apr 16, 2024
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
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
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.
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.