Investment commentary Archives - Milford Asset
As Panic Buying Slows, Will Supermarkets Keep Up?

Greg Cassidy, 28 Oct 2020

We all remember the chaotic scenes at supermarkets in March as shoppers rushed to stock up as the pandemic led…

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In Focus: Diversified Income Fund

David Lewis, 22 Oct 2020

With financial markets recovering from the Covid-19 fallout, we thought it would be timely to sit down with David Lewis,…

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Stock Story: Kerry Group

Katlyn Parker, 03 Sep 2020

Investment Analyst Katlyn Parker looks at Kerry Group, one of our corporate bond holdings. She discusses their rise from a…

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5 reasons why this lockdown should be kinder to the share market

13 Aug 2020

  After 102 days of no community transmission, New Zealand has joined much of the rest of the world in…

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Stock Story: Thermo Fisher Scientific

Dr Deborah Lambie, 06 Aug 2020

Thermo Fisher Scientific is a company at the centre of the fight against COVID-19. Global Equities Analyst Dr Deborah Lambie…

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Milford KiwiSaver Client Update – August 2020

Murray Harris, 05 Aug 2020

Hear from members of Milford’s team on tips for maximising your KiwiSaver and an update on how we’ve been managing…

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A stock picker’s market

Michael Higgins, 09 Jul 2020

Market volatility creates significant opportunities for active investors like Milford, who invest in specific companies rather than simply investing in…

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Melbourne Lockdown Take Two

William Curtayne, 08 Jul 2020

Faced with two bad choices, Victorian Premier Daniel Andrews has made the difficult decision to lockdown metropolitan Melbourne for six…

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Quarterly Update & Outlook – June 2020

Mark Riggall, 06 Jul 2020

Portfolio Manager Mark Riggall discusses what has driven the performance of Milford’s Funds over the last quarter and he takes…

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Stock Story: Saracen Minerals

Greg Cassidy, 06 Jul 2020

Senior Analyst Greg Cassidy shares the story behind the success of Saracen Minerals and how our investment in the company…

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