Investment commentary Archives - Page 2 of 27 - Milford Asset
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…

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…

What’s behind this market sell-off?

William Curtayne, 12 Jun 2020

The US major equity indices were off over 5% today in largest daily fall since March. The question on everyone…

In Focus: The Australian Absolute Growth Fund

William Curtayne, 05 Jun 2020

Since the spread of COVID-19 the Australian share market (ASX200) is down 19%, while the Milford Australian Absolute Growth Fund…

Milford’s view on the Recovery Budget

Mark Riggall, 15 May 2020

Portfolio Manager Mark Riggall and Senior Analyst Frances Sweetman offer insights into the Recovery Budget and what it could mean…

Wholesale Investors Market Update

Frances Sweetman, 15 May 2020

Senior Analyst Frances Sweetman provides a market update for our wholesale investors.