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…

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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…

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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…

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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…

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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…

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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…

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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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