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
Wednesday Jul 31, 2024
Wednesday Jul 31, 2024
KiwiSaver Adviser Liam Robertson explains to Bree and Clint on ZM how using your tax cut to increase your KiwiSaver contribution by just 1% could make a difference of thousands in retirement.
Monday Jul 29, 2024
Monday Jul 29, 2024
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay looks at US GDP, PMI’s and PCE, which point to a two-speed economy, and provide support for slowing inflation and a September rate cut. He also discusses European PMI’s, which came in weaker than expected, dragged down by softness in German manufacturing. In equity news, Jerram covers the A.I. and tech rotation, the Crowdstrike outage, global consumer results, a private equity takeover bid for Arvida Group, and production reports from Pilbara and Bellevue.
Wednesday Jul 24, 2024
Wednesday Jul 24, 2024
“Is professional financial advice out of reach?" Liam Robertson, KiwiSaver Financial Adviser, explains the role of a financial adviser and dispels common myths about financial advice on The Hits with PJ and Matty.
Wednesday Jul 24, 2024
Wednesday Jul 24, 2024
Liam Robertson, KiwiSaver Financial Adviser, talks with Bree and Clint from ZM about how you can access a range of free financial advice services including how technology has levelled the playing field with offering digital advice tools.
Wednesday Jul 24, 2024
Wednesday Jul 24, 2024
"Is KiwiSaver enough for retirement?" Financial Adviser Jessica Travers chats with Toni, Jase, and Sam on The Coast about planning for retirement, the need for additional investments alongside KiwiSaver, and setting and achieving both long-term and short-term financial goals.
Monday Jul 22, 2024
Monday Jul 22, 2024
In this weeks Monday Market Highlights, Dealer Brendan Larsen discusses the recent market rotation away from mega cap technology companies to smaller, value areas of the US share market. He also looks into the US retail sales report that eased concerns of an abrupt loss of momentum in consumer spending, as well as inflation, employment and spending data out of the UK that was mixed. In Trans-Tasman data, Brendan discusses last weeks seconds quarter inflation numbers in New Zealand, as well as labour market data in Australia.
In equity news, Brendan covers the Commerce Commission’s draft review of Auckland Airport pricing, a trading update of retailer Universal Store, and gold miner Evolution’s quarterly.
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
Liam Robertson talks with Bree and Clint on ZM about what his role as a KiwiSaver Adviser entails.
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This 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.
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
Liam Robertson talks with PJ and Matty from The Hits about what he loves in his role as a KiwiSaver Adviser.
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This 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.
Monday Jul 15, 2024
Monday Jul 15, 2024
In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses the US CPI print, which was lower than expected, along with headline inflation which fell 0.1% month-on-month. Closer to home, the RBNZ kept the cash rate steady 5.50% but signalled a shift towards easing monetary policy. In Australia, the CBA Household Spending Insights Index rose 0.6% for June, with overall spending growing 3.9%. In equity news, Kate covers Telstra, and the US second quarter earnings season kick-off, with PepsiCo and Delta Air results. She also looks into US banks JP Morgan, Wells Fargo and Citigroup.
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.
Friday Jul 12, 2024
Friday Jul 12, 2024
How can you invest alongside your KiwiSaver in a fund you can access before 65? Murray Harris, Milford’s Head of KiwiSaver & Retail, tells you how, with PJ and Matty from The Hits.
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This 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.