Insights

In this week’s episode, Milford Portfolio Manager Jono Windust takes a deep dive into the Active Growth Fund. He outlines Milford’s strategy, and the reasons the Fund has outperformed its benchmark (after fees and before tax) over 10 years (as @30 September 2024).

Oil is the commodity with the largest impact on inflation and day-to-day living costs. With war in the Middle East driving oil prices higher, what does this mean for the world economy? Milford Investment Senior Analyst Andrew Curtayne talks with Ryan Bridge about the current geopolitical situation, including the war in Ukraine and the global impact of China’s economic stimulus measures.

The RBNZ cut the Official Cash Rate by 50 basis points last week, prompting markets to readjust interest rate expectations