OnTrack with Milford Milford

In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses earnings results from Tesla, Meta and Alphabet. He also provides an update on a range of macro data from around the world and local earnings results from BHP and ResMed. Brendan closes with a quick preview of the key events facing markets in the week ahead.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses geopolitical tensions in the Middle East which led to volatility in equity and bond markets, commentary from Fed Chair Jerome Powell around interest rate cuts, the Australian job print which came in stronger than expected, and New Zealand CPI data. In equity news, Kate covers the US reporting season, with 12% of companies having reported to date. She also looks into Woolworths and Coles, Telix and regional bank player BOQ.
 
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses inflation data out of the US. It’s the third month in a row that inflation has topped economists’ anticipation, and the 10-year government bond rate increased as inflation fears and less rate cuts were priced in. Roland also covers PPI data, Europe’s ECB rates, tensions in the Middle East, and the London Metal Exchange banning Russian copper, aluminium and nickel to align with US and UK sanctions. In equity news, Roland looks into NEXTDC, Ansell, Netwealth, Heartland Bank, and Qantas.
 
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh covers the continued focus on the macro landscape, with large moves in rates, commodities and currencies. He also looks into the reasons behind the recent gold surge, and how oil is being impacted by continuing geopolitical tensions. He discusses data releases, including the RBA’s minutes of its March board meeting, and US employment data. In equity news, Will covers glass bottle maker Orora’s disappointing results, and Tesla’s share fall following a drop in vehicles in the first quarter, and first annual decline since 2020.
 
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

In this week’s Monday Market Highlights, Credit Analyst Remy Morgan discusses month and quarter-end, with US stock markets finishing strong. Federal Reserve Governor Waller spoke to the risk of moving rates lower too soon, citing healthy economic output data and consumer spending. Remy also looks into the PCE data release, Australian February consumer price index – which rose 3.4% over the year – and recently released Australian retail sales data for February, along with NZ’s consumer confidence falling by nine points in March. In equity news, Remy covers Fisher & Paykel Healthcare, Westpac, and Charter Hall and Charter Hall Retail REIT’s joint venture trust to acquire a stake in Hotel Property Investments.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.
 

Join Head of KiwiSaver, Murray Harris, Dr Deborah Lambie and Liam Robertson, for this 45-minute online session, starting with a brief market update.