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
Sunday Sep 24, 2023
Sunday Sep 24, 2023
Founded in New Zealand, Gentrack is a leading provider of software and billing solutions to utilities across the UK, Australia, and New Zealand.
Sunday Sep 24, 2023
Sunday Sep 24, 2023
Divergence creates a land of opportunity - presented by Milford Portfolio Manager Mark Riggall.
Monday Sep 18, 2023
Monday Sep 18, 2023
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses inflation data out of the US, with the core CPI slowing for the fifth consecutive month. He also covers the ECB interest rate decision for September, the UK’s rising unemployment rate, Chinese retail sales, Australian employment data, and New Zealand’s pre-election economic and fiscal update. In equity news, Nick looks into global energy and commodity company Vitol’s sale of 248m shares of Viva Energy, equal to 16% of Viva’s issued capital.
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 Sep 11, 2023
Monday Sep 11, 2023
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the RBA extending the pause in the OCR, the Aussie GDP print which included record high population growth estimates and a fall in household savings, the US ISM services index, and the US initial jobless claims coming in lower than expected. In equity news, Kate covers Qantas CEO Alan Joyce’s upcoming retirement and the company’s drop in share price following pressure and scrutiny by the Australia media. She also looks into Orora, EROAD, Audinate, and Liontown Resources.
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 Sep 04, 2023
Monday Sep 04, 2023
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses Australia’s July inflation report and retail sales, German and French inflation, Q2 GDP data revised lower to 2.1%, the PCE index release, JOLTS July report, August employment data, and the ANZ business confidence index. In equity news, Roland covers Australia’s final week of the reporting season, Qantas, HVN, DC, Auckland Council, Tourism Holdings, and Fisher & Paykel 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.
Monday Aug 28, 2023
Monday Aug 28, 2023
In this week’s Monday Market Highlights, our 100th episode, Dealer Brendan Larsen covers Fed Chair Powell’s speech at the Jackson Hole Economic Symposium, global PMI data, and the ongoing reporting season in Australia and New Zealand. This includes Iress, IDP Education, Coles, EBOS, Auckland Airport and Precinct Properties.
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 Aug 25, 2023
Friday Aug 25, 2023
The team at Milford discuss the most commonly asked questions when it comes to investing in KiwiSaver and Investment Funds. From what happens if you move overseas to your KiwiSaver, to the transferring process, how fee’s work, the difference between having your KiwiSaver with an independent fund manager like Milford or a bank, and more. This casual conversation in every day language is a must listen for anyone who wants to get to grips with the basics.
Monday Aug 21, 2023
Monday Aug 21, 2023
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses the minutes to the RBA’s August cash rate decision, the RNBZ’s interest rate decision, Australian employment data, FOMC minutes from the US, and various Chinese data points. In equity news, Nick looks into another busy week of global reporting. He covers Walmart, OEM Deere and Co, Carsales, Seek and Contact Energy.
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 Aug 14, 2023
Monday Aug 14, 2023
This month’s Stock Story focuses on Contact Centre as a Service (CCaaS) provider, Nice. Milford Senior Analyst Kyle Twomey delves into the Israel and US-listed business, which is paving the way when it comes to cloud-based technology solutions. Find out what makes Nice special, and why it is viewed as a generative AI industry leader.
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 Aug 14, 2023
Monday Aug 14, 2023
Catch up on market news from July in a power-packed minute, presented by Milford Portfolio Manager Mark Riggall.
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.