59 episodes

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. Whether you are a seasoned investor or just starting out, you’ll find content here that is relevant to you. OnTrack with Milford, your podcast channel from an award-winning New Zealand and Australian fund manager, ready to work for you.

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.

OnTrack with Milford Milford

    • Business
    • 5.0 • 1 Rating

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. Whether you are a seasoned investor or just starting out, you’ll find content here that is relevant to you. OnTrack with Milford, your podcast channel from an award-winning New Zealand and Australian fund manager, ready to work for you.

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 Market Highlights - 19 February

    Monday Market Highlights - 19 February

    In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the US CPI which came in above market expectations. He discusses the core services and supercore index, goods deflation and the stickiness of services inflation, along with producer price index data. Brendan looks into data out of the UK, including private sector wage growth which decelerated to 6.2%, CPI data which was more encouraging, and GDP data, which showed the UK was in a technical recession in the second half of 2023. In equity news, Brendan covers the proposed takeover of software company Altium, construction business Fletcher Building, and REIT Charter Hall Retail.
     
    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.

    • 5 min
    Monday Market Highlights - 12 February 2024

    Monday Market Highlights - 12 February 2024

    In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan covers the ISM Services print for January, which came in much stronger than expected. He also discusses the US treasury yields, and inflation falling for the fourth month in a row in China – the greatest fall in 14 years. In Australia, Nick looks into the RBA interest rate decision, staying at 4.35% as expected, and New Zealand Q4 employment data – which came out better than expected. In equity news Nick covers Uber, Hermes, AGL and REA.
    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.

    • 4 min
    Monday Market Highlights: 5 February 2024

    Monday Market Highlights: 5 February 2024

    In this week's Monday Market Highlights, Equity Trading Manager Will McVeagh discusses the busy markets from last week, both globally and domestically. The A6 200 broke out to a new all-time high, and the S&P 500 also reached new highs. Much of this has been driven by the market darlings in tech, known as the Magnificent 7, which consist of Microsoft, Amazon, Apple, Google, Meta, Tesla, and NVIDIA.

    • 7 min
    Monday Market Highlights: 29 January 2024

    Monday Market Highlights: 29 January 2024

    In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the US share market record high, driven by a continuation of the ‘soft landing’ theme. He discusses the data supporting this theme, including fourth quarter GDP, Personal Consumption Expenditure, and better-than-expected PMI numbers. In New Zealand, Brendan covers fourth quarter CPI numbers, and in Europe he looks into last week’s ECB meeting. In equity news, Brendan discusses Domino’s pizza, ResMed and Pilbara. 
     
    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.

    • 5 min
    Monday Market Highlights: 22 January 2024

    Monday Market Highlights: 22 January 2024

    In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses Australian employment data, which came in weaker than expected, showing a large decrease in employment during December. She also looks into Fed Governor Christopher Waller’s commentary around economic activity and labour markets, along with US December retail sales data, and US bond yields. In equity news, Kate highlights supermarket giants Coles and Woolworths, Super Retail Group, semiconductor chip manufacturer TSMC, and mining companies Rio Tinto and BHP Group.
     
    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.

    • 5 min
    Monday Market Highlights: 11 December 2023

    Monday Market Highlights: 11 December 2023

    In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the rally in bonds and equities, along with the non-farm payrolls report, which came in stronger than expected. He also looks into the November ISM report which outlined a pick-up in the services sector, and the University of Michigan’s one-year inflation expectation which dropped to the lowest level since March 2021. In Australia, Brendan covers the RBA’s decision to hold interest rates at 4.35%. In equity news, Brendan discusses the Woodside/Santos merger talks, Evolution Mining, SkyCity, and NZ horticulture business Scales.
    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.

    • 5 min

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