Insights - Milford Asset
Investing in infrastructure – the case for airports

Daniel Simmonds, 30 Jul 2020

We’re going to focus on the global aviation sector and aim to offer some insights into how COVID-19 has impacted…

The psychology of investment – check your biases

Richard Pilley, 23 Jul 2020

The market volatility caused by the COVID-19 crisis has been traumatic for many investors and at times like this, it’s…

The reach for yield

Katlyn Parker, 16 Jul 2020

The pace at which the Covid-19 crisis escalated sparked fears we were heading into another GFC-style credit crunch. There was…

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…

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…

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…

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