Brendan Larsen
Investment Analyst
The US economy is the spotlight, with conflicting data making conviction in the overall direction difficult. Milford Investment Analyst Brendan Larsen talks with Heather du Plessis-Allan, about the labour market’s weakest four-month trend outside of recession, the pricing in of more cuts, the “K-shaped” economy, and the meaningful stimulus expected from Trump’s Big Beautiful Bill.
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This blog 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 guarantee of future performance.
