OnTrack with Milford

Milford on ZM: 14 Aug 2024

When markets are rocky, should you switch your KiwiSaver to a lower risk fund? Head of KiwiSaver at Milford, Murray Harris, reminds Bree and Clint on ZM that it’s important to play the long game.

Milford on The Hits: 14 August 2024

All investing involves some risk, but it is possible to stay on course during volatile times. Head of KiwiSaver at Milford, Murray Harris, talks with PJ and Matty from The Hits about what causes volatility in the market, and how Milford navigates that volatility, so you don’t have to.

Milford on The Coast: 14 August 2024

Major life events such as divorce, can bring a shift in finances and financial goals. Head of Wealth Management Philip Morgan Rees chats with Toni, Jase and Sam on The Coast about ‘coming out the other side’ with a plan.

Monday Market Highlights: 12 August 2024

In this week's Milford Monday Market highlights, Dealer Brendan Larsen discusses the major volatility witnessed across markets in recent weeks, and dives into why the unwind of the Japanese Yen carry trade and fears of a greater US economic slowdown were two root causes. He also discusses how US initial jobless claims and the ISM services report last week ease some of these fears of a more abrupt slowdown in US growth. Brendan also discusses the RBA, where the Board kept rates on hold but delivered a hawkish message, and New Zealand employment numbers. In equity news, Brendan touches on Life360’s second quarter result, and Tower’s current upgrade cycle.
 
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.

Milford on ZM: 7 Aug 2024

How much risk are you willing to tolerate in the pursuit of better investment returns? KiwiSaver Adviser Liam Robertson talks to Bree and Clint on ZM about determining your risk profile.

Milford on The Hits: 7 August 2024

What’s the difference between risk tolerance and risk capacity? KiwiSaver Adviser Liam Robertson talks with PJ and Matty from The Hits about what you should be considering when deciding which KiwiSaver fund is best for you.

Milford on The Coast: 7 August 2024

Term deposits and investment funds serve different purposes, but how do you know which one is more suited to your goals? Head of Wealth Management Philip Morgan Rees chats with Toni, Jase and Sam on The Coast about why having a strategy is so important.

Monday Market Highlights: 5 August 2024

In this week’s Monday Market Highlights, Credit Analyst Remy Morgan looks at the Fed, the US jobs data and big tech earnings, with the market ending the week down on concerns about the weakness of the US economy and the drag of big AI spend. Remy also discuss other key economic data across the week including the Euro and Australian CPI, and also touches on the Briscoes sales update which called out the ongoing challenges that New Zealand retail businesses are facing in the current economic environment.
 
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.

Milford on The Coast: 31 July 2024

Is it better to pay your mortgage down, or open an investment fund? Financial Adviser Jess Travers chats with Toni, Jase and Sam on The Coast about the things to consider when making that decision – and it might surprise you.

Milford on The Hits: 31 July 2024

Are tax cuts coming your way? KiwiSaver Adviser Liam Robertson talks with PJ and Matty from The Hits about which New Zealanders will benefit, and why putting the ‘extra’ money into your KiwiSaver is a smart idea.