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
Monday Oct 09, 2023
Monday Oct 09, 2023
In this week’s Monday Market Highlights, Milford Dealer Will McVeagh discusses the turbulent week in the global equity markets, as government bonds and yields continued to soar. He also looks into the US’s strong labour market, and the RBA’s new Governor Michelle Bullock’s first board meeting as Chair, where she left rates unchanged at 4.1% In equity news, Will covers fund managers GQG and Magellan, and Global GLP1 weight loss drugs.
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 Oct 03, 2023
Tuesday Oct 03, 2023
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the PCE index release, which is the US Fed’s preferred measure of inflation. It showed core and headline inflation slowed compared to expectations, with the core inflation increase the smallest in 33 months. Roland also covers Australian monthly inflation and house price data. In equity news, Roland looks into REIT (real estate investment trust) management changes, HMC Capital and Aussie Broadband.
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 Sep 26, 2023
Tuesday Sep 26, 2023
Milford’s Sarah Mitchell and Dr Ayesha Scott, Deputy Director at Auckland Centre for Financial Research & Senior Lecturer at AUT Business School discuss the five money personalities.
This podcast is all about how the five money personalities were developed, why understanding where you fit and how you can apply this understanding to your life as well as how to manage different money personalities when the household income is shared, can make a meaningful difference to how you navigate money and investing.
Monday Sep 25, 2023
Monday Sep 25, 2023
In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the Federal Reserve meeting last Thursday where they increased the committee’s median expectation for the level of Federal funds in 2024 and 2025. He also discusses the Bank of England’s interest rate policy, the Bank of Japan, and PMI data out of Europe – which continues to paint an anaemic growth picture. In equity news, Brendan looks into Transurban, Kathmandu and Tuas.
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.
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.