Market commentary Archives - Page 2 of 47 - Milford Asset
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.

In Focus: The Global Equity Fund

Felix Fok, 06 May 2020

Portfolio Manager Felix Fok and Co-Manager Stephen Johnston discuss some of the standout global companies we’re investing in right now.

Golden opportunity: Why we’ve been buying gold miners.

William Curtayne, 21 Apr 2020

It’s hard to believe what has happened in the last few months: the declaration of a global pandemic, an oil…