Third quarter earnings season in the US has kicked off with a hiss and roar – and plenty of volatility. Milford Senior Analyst Stephanie Batchelor chats with Ryan Bridge about banks, housing, Netflix and the world’s favourite luxury brand. 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...

In this week’s episode, Milford Portfolio Manager Jono Windust takes a deep dive into the Active Growth Fund. He outlines Milford’s strategy, and the reasons the Fund has outperformed its benchmark (after fees and before tax) over 10 years (as @30 September 2024).   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...

Oil is the commodity with the largest impact on inflation and day-to-day living costs. With war in the Middle East driving oil prices higher, what does this mean for the world economy? Milford Senior Investment Analyst Andrew Curtayne talks with Ryan Bridge about the current geopolitical situation, including the war in Ukraine and the global impact of China’s economic stimulus measures.   This podcast is intended to provide general information only. It does not take into account your...

The world is full of doomsday merchants predicting the next big market crash. How legitimate are those claims, and do they impact decisions made by investment analysts? Milford Portfolio Manager Mark Riggall debunks the myths and explains the strategies behind informed investment decisions. 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...

The Australian economy is proving resilient, with high demand for goods and services, no anticipation of imminent interest rate cuts, and Aussies feeling more optimistic about their jobs and property market than Kiwis. Meanwhile two of the world’s biggest economies – the US and China – have started cutting interest rates, after NZ, yet the Reserve Bank of Australia remains firmly on hold. Milford Portfolio Manager Katlyn Parker talks to Ryan Bridge about the factors contributing to New...

What are green stocks and what do investors need to know? Milford Portfolio Manager and Head of Sustainable Investment, Frances Sweetman, talks with Ryan Bridge about the risks and potential opportunities. 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....

By 2050, the number of people aged over 80 globally is expected to have tripled. This will have implications for many industries, including healthcare. Milford Investment Analyst Dr Deborah Lambie talks with Ryan Bridge about what’s ahead for healthcare, and the effect of a shrinking workforce. 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...

Unemployment and consumer spending are hot topics in the United States, as investors anticipate next week’s Fed rate cuts. Ryan Bridge talks with Milford Senior Investment Analyst Stephanie Batchelor about the key metrics indicating a slow down in US consumer spending, and what it means for consumers here in NZ. 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...

The New Zealand Reporting Season is over, so what do the results tell us about our economy? Ryan Bridge talks with Investment Analyst Michael Luke about the listed companies that performed well, and what the results reveal about business confidence and the economic outlook for 2025.   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....

With the US Presidential Election just a couple of months away, what kind of policies could impact global markets, including here in New Zealand? This week Ryan Bridge breaks down the race for Presidency with Milford Senior Analyst Andrew Curtayne. Andrew provides insight into possible market reactions and volatility, touches on global political instability, and also discusses US Federal Reserve Bank Chair Jerome Powell’s speech at Jackson Hole.   This podcast is intended to provide general...

The RBNZ cut the Official Cash Rate last week for the first time in four years.  Great news for mortgage holders, but what about those with savings and investments? Ryan talks with Portfolio Manager Mark Riggall about how the market has reacted, and when we can expect business confidence to improve.   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...

In our first episode of Bridge talks Business, Ryan talks with Milford Investment Analyst Katlyn Parker about anticipated interest rate cuts. When is the RBNZ likely to start cutting rates, and could this cause inflation? And what are the implications to our economy - will this cushion the blow to deliver a soft landing?    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...

Introducing Bridge Talks Business with Milford. Each week together with a team of analysts, fund managers and financial experts from Milford, host Ryan Bridge will cover the key business stories you need to hear about. But this podcast will also ask 'why'? How do you know that? And what data underpins central bank decisions, share market behaviour, company performances and so much more. Let this podcast be your go-to for expert insights on what's happening in markets, business and the...