Investment commentary Archives - Milford Asset
Stock Story – LVMH

Stephanie Batchelor, 06 May 2021

LVMH – building brands for over 30 years Louis Vuitton Moët Hennessy, or LVMH, is the world’s largest luxury goods…

Previewing Budget 2019 and how it could impact markets

Frances Sweetman, 24 Apr 2019

In this short video, Senior Analyst Frances Sweetman previews Budget 2019 and discusses what it could mean for the economy…

Is NZ insulated from the US-China trade dispute?

Felix Fok, 26 Apr 2019

In this short video, Portfolio Manager Felix Fok discusses the latest on the US-China trade dispute and how it’s impacting…

Unravelling the China-Australia coal trade mystery

Greg Cassidy, 01 May 2019

In February, press reports started to emerge of China restricting the importation of Australian coal. Ships loaded with Australian coal…

Are current low interest rates set to go even lower?

Ian Robertson, 01 May 2019

In this short video, Senior Analyst Ian Robertson discusses the current interest rate environment and explains what it means for…

Diversifying from term deposits to bonds

Paul Morris, 15 May 2019

Last week the Reserve Bank of New Zealand (“RBNZ”) cut its Official Cash Rate (“OCR”) from 1.75 percent to a…

Emerging markets alive with opportunity

Stephen Johnston, 05 Jun 2019

In this short video, Portfolio Manager Stephen Johnston discusses the plethora of opportunities available to NZ companies selling goods and…

What’s the right amount of government debt for NZ?

Ian Robertson, 06 Jun 2019

Amongst the Budget Responsibility Rules which the government agreed after the 2017 election, the government is required to reduce the…