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 Jul 03, 2023
Monday Jul 03, 2023
In this week’s Monday Market Highlights, Investment Dealer Will McVeagh discusses the weak Australian CPI print, plus strong retail sales in May including a bounce back in people eating out. In equity news, Will looks into Collins Foods (which owns KFC, Taco Bell and Sizzler), Harvey Norman, Wallgreens and Nike.
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.
Thursday Jun 29, 2023
Thursday Jun 29, 2023
Milford Financial Advisers Joanna Day and Amanda Cleaver discuss the reasons behind the importance of investing.
Thursday Jun 29, 2023
Thursday Jun 29, 2023
Listen to the podcast of our Ask us Anything livestream event, where our panel of experts answer your KiwiSaver Plan and Investment Fund questions.
Monday Jun 26, 2023
Monday Jun 26, 2023
In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses the US stock decline, which saw the S&P 500 falling 1.4% and the Nasdaq falling 2.5%. He also examines the US and UK inflationary issues, the Bank of England’s surprise decision to reaccelerate the pace of rate hikes, the RBA’s June board meeting, and flash PMI data in Europe. In equity news, Brendan reviews Flight Centre’s leisure strategy day, Fletcher Building’s investor day, Gold Road Resource’s production update, and EROAD’s performance on the NZX – rising 58%.
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 Jun 19, 2023
Monday Jun 19, 2023
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses US Fed, inflation and PPI data. He also looks into Australia’s stronger-than-expected employment data and NZ GDP data. In equity news, Roland discusses CSL, AGL, XERO, Dominos, and Macquarie Telecom.
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 Jun 12, 2023
Monday Jun 12, 2023
In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses the RBA’s surprising rate hike, Australia’s Q1 GDP growth, a lower than forecasted ISM services print in the US, a second quarter of negative growth for the EU, and the China inflation print coming in slightly below expectation for May. In equity news, Nick looks into EBBOS losing its major contract with the Chemist Warehouse, Infratil’s announced acquisition of the remaining 50% of One NZ, Auckland Council’s selling down of their stake in Auckland International Airport, and downgrades for ASX Limited and Baby Bunting.
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 Jun 05, 2023
Monday Jun 05, 2023
In this week’s Monday Market Highlights, Investment Dealer Will McVeagh discusses gains in global shares, driven by a small number of US tech stocks including Microsoft, Apple, Alphabet, Meta, Tesla, Nivida and Amazon. He also looks into recently released key pieces of Australian economic data, and the effect on markets following the US debt ceiling resolution. In equity news he focuses on IDP Education, Contact Energy, and Bank of Queensland.
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 May 29, 2023
Monday May 29, 2023
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses the agreement in principle to raise the US debt ceiling, which now goes through the House and Senate. He also looks into the RBNZ’s surprise commentary that interest rates have reached their peak, acceleration of inflation in the UK Australian April retail sales data, CBA and ANZ spending data and US PCE data. In equity news, Roland covers Nvidia, Universal Store, Webjet, Fisher & Paykel Healthcare, and Gentrack. Disclaimer: 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 May 22, 2023
Monday May 22, 2023
This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie.
Disclaimer: 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 May 15, 2023
Monday May 15, 2023
This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget.
Disclaimer: 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.