OnTrack with Milford

Milford on The Hits: 19 June 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.

Milford on The Coast: 19 June 2024

Listen to Philip Morgan Rees, Milford's Head of Wealth Management chat with Toni, Jase and Sam on The Coast about the two big retirement questions – how much do I need, and do I have enough?

Monday Market Highlights: 17 June 2024

In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay discusses US markets, which were lifted by increasing expectation of interest rate cuts, US CPI data, and US producer index and initial jobless claims. He also looks into the FOMC June meeting, the European Commission’s announcement that it will levy new duties on imports of battery electric vehicles from China, and Australian unemployment data. In equity news, Jerram covers Apple’s Apple Intelligence and Tesla. Also in Australia, he looks into the ACCC’s preliminary findings on the proposed acquisition of Chemist Warehouse by Sigma Healthcare.
 
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: 12 June 2024

Listen to Philip Morgan Rees, Milford’s Head of Wealth Management chat with Toni, Jase and Sam on The Coast about our new weekly segment where we’ll be helping the audience learn about investing, planning for retirement and answering their questions every week.

Milford on ZM: 12 June 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.

Milford on The Hits: 12 June 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 Market Highlights: 10 June 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.

Monday Market Highlights: 3 June 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.

Retire Well - How much do I need? Will I have enough? How long will it last?

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 Market Highlights: 27 May 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.