OnTrack with Milford

Monday Market Highlights: 14 August 2023

In this week’s Monday Market Highlights, Dealer Will McVeagh covers the start of Australian company reporting season, including  James Hardie, CBA, Suncorp and QBE. He also looks into the key macro focus for the week – the US CPI. In equity news, Will discusses Etsia Health’s binding deal with private equity player Bain Capital, and funeral business InvoCare’s finalised takeover from private equity firm TPG 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 Market Highlights: 7 August 2023

In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the RBA’s decision to hold rates steady for the second month straight, along with the release of its quarterly statement of monetary policy which highlighted two key risks to increasing inflation – rising rents and the risk of labour productivity not improving. Roland also looks into China/Australia relations, the US June Core PCE index, the Michigan Consumer Sentiment survey, ISM manufacturing data and US employment data. In equity news, Roland highlights the ACCC blocking the sale of Suncorp’s banking arm to ANZ, RMD’s second quarter earnings, TPG, and Credit Corp.
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: 31 July 2023

In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses US evidence of a resilient economy, the PCE price index offering good news on inflation, and the Fed’s raising of the Official Cash Rate by 25 basis points. In Australia, Kate focuses on the CPI print, along with a softer retailer sales print, which was good news for inflation. In equity news, Kate covers strong earnings results, with approximately 50% of the S&P 500 having reported. She also looks into Megaport and Macquarie Bank.  
 
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.

Women’s Wealth: It’s a case of the ”What Ifs”

Joanna Day and Nicky Reid, Financial Advisers at Milford discuss a number of challenges we often face in life that can impact our finances and how to help navigate this with some planning before the “what ifs” happen. They discuss setting up an emergency fund, what to have in place if the worst happens such as you or someone who is important to you passing away or becomes sick or injured, the end of a relationship and estate planning.

Monday Market Hightlights: 24 July 2023

In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the first week of US earnings, which came in above low expectations. He highlights Netflix, Tesla, United Airlines and American Airlines. Brendan also discusses the UK CPI, Australian labour market, and New Zealand CPI. In equity news, he covers Flight Centre, Ampol, Northern Star and Vulcan Steel.
 
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.

Women’s Wealth: Diversity - What?

Joanna Day and Jessica Travers, Financial Advisers at Milford discuss what Diversify actually means when it comes to investing and the power of diversifying your investment portfolio. They go into the detail of other components of a typical investment portfolio and why it's important as well as how diversified investments into companies in other parts of the world can help spread your risk.

Monday Market Highlights - 17 July 2023

In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses RBA Governor Phil Lowe’s decision to not renew his tenure, with replacement Michelle Bullock starting in September. He also looks into the US June inflation numbers, the University of Michigan preliminary consumer sentiment survey, and the NFIB business optimism index. In equity news, Nicky discusses Viva Energy, Neuren Pharmaceuticals and Megaport.
 
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.
 

Women’s Wealth: Family First

Joanna Day and Michal Denz discuss tips and tricks around financial planning through different phases of life, including when maternity leave is on the horizon. They talk through the benefits of investment funds for your children, and how to normalise financial planning as an inter-generational family discussion. Joanna and Michal also touch on pay parity with men in a work environment.

Monday Market Highlights: 10 July 2023

In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the RBA’s rates hold, US employment data showing falling vacancies and job cuts are at an eight-month low, with 209,000 jobs added in June. She also looks into the Fed’s June board meeting. In equity news, Kate looks into the ASX 200 down 2.24%, Costa Group, United Malteries, JLG, Suncorp and Redox.
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.

Women’s Wealth: Tell me how?

Joanna Day and Lisa Brouneus, Financial Advisers at Milford discuss how to start investing. This 15 minute episode discusses how you can make your KiwiSaver investment work for you and how an investment fund can supplement your income. They also discuss how to manage personal debt and the importance of financial advice.