OnTrack with Milford

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.

Monday Market Highlights: 3 July 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.

Women’s Wealth: Why oh why should I invest?

Milford Financial Advisers Joanna Day and Amanda Cleaver discuss the reasons behind the importance of investing.

Ask us Anything livestream event 27 Jun 23

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 Market Highlights - 26 June 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 Market Highlights: 19 June 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 Market Highlights: 12 June 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.