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Month in a minute: July 2022

Mark Riggall, August 4, 2022
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
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Stock Story: Intuit

Stephanie Batchelor, August 4, 2022
Intuit is the dominant player in accounting and finance software for small businesses and consumers in the United States. The success of this $114bn company can in part be attributed to our very own home-grown Xero (despite Xero being less than 1/10th the size).
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Milford on AM show: 4 August 2022

Felix Fok, August 4, 2022
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Monday Market Highlights: 1 Aug 2022

Brendan Larsen, August 1, 2022
This week on Monday Market Highlights, Brendan Larsen, covers US Manufacturing PMI, the NAHB housing market index, EU flash PMI’s, Australian MFG and Services PMI’s, and the start of the US and Australian reporting season.
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Early Insights from second quarter 2022 Company Earnings

Alexander Whight, July 28, 2022
Inflationary reads are mixed with several industrial companies suggesting year on year pricing gains for their products could accelerate further in the second half of 2022 despite 1) some commodity inputs declining, 2) supply chain constraints easing gradually, and 3) signs of improvement in the hiring market (e.g. Industrial distributor Fastenal reported job applicants per opening now 10% below 2019 levels versus 36% below 2019 levels seen during 2021). Labour demand is also slowing with large technology companies like Microsoft, Alphabet (Google parent company), Meta Platforms (Facebook parent company) and Apple all reducing hiring intentions.
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Milford on AM show: 28 July 2022

Mark Riggall, July 28, 2022
This week on AM Show, Milford Portfolio Manager Mark Riggall discusses the impact on US interest rate rises and gas prices increase.
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