Investor Centre - Milford Asset

Headcount indigestion – tech recalibrating for a new reality

Michael Higgins, August 10, 2022
Over the past few years, there is no doubt that the technology sector has prioritised revenue growth over margin expansion. This was particularly apparent during COVID with incredibly strong top line revenue growth supported by the stimulus surge. To satisfy this demand the tech space went on a hiring spree.
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The rise of the TowerCo

Michael Luke, August 5, 2022
Mobile network operators (MNOs) such as Spark & Vodafone often own valuable infrastructure assets but are not rewarded for owning these assets in their valuations. This has prompted a global trend of MNOs separating their passive mobile infrastructure assets (generally the physical mobile tower and land below the tower) into a tower company (TowerCo) and selling the TowerCo for valuation multiples much higher than those applying to the MNO themselves.
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How much money you’ll need in retirement?

Kirsten Bennett, August 4, 2022
Have you ever asked yourself how much money you’ll need in retirement? New Zealand Superannuation alone may not provide a comfortable or even an adequate retirement income. So, it’s important for everyone to do what they can now to put themselves in a better position for the future.
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Milford on AM show: 4 August 2022

Felix Fok, August 4, 2022
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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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Milford on AM show: 21 July 2022

Felix Fok, July 21, 2022
This week on AM Show, Milford Portfolio Manager Felix Fok discusses the impact on gas prices following the shutdown of a major gas pipeline from Russia to Germany.
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