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 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.
Monday May 08, 2023
Monday May 08, 2023
This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the ECB meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources.
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 01, 2023
Monday May 01, 2023
This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles.
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 Apr 24, 2023
Monday Apr 24, 2023
This week we cover US inflation data, US PPI data, Australian employment data, Australia’s potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal.
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 Apr 24, 2023
Monday Apr 24, 2023
This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy.
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 Apr 24, 2023
Monday Apr 24, 2023
This week we cover US inflation data, US PPI data, Australian employment data, Australia’s potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal.
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.
Thursday Apr 06, 2023
Thursday Apr 06, 2023
This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First Citizen Bank, Albemarle, United Malt Group, and Infratil.
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.