Bridge Talks Business with Milford

Episode 19: Why has DeepSeek rattled the AI industry?

DeepSeek became a household name overnight, when it revealed it could compete with its US counterparts at a fraction of the price. Milford Senior Analyst Andrew Curtayne talks with Ryan Bridge about DeepSeek’s sudden emergence, Trump’s reaction, and why it is potentially positive for the AI industry in general.
 
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Episode 18: Should KiwiSaver funds invest in private assets?

Milford Senior Investment Manager Tom Monti discusses the evolving role of private assets in KiwiSaver portfolios as the government seeks consultation on proposed regulatory changes to facilitate more KiwiSaver funds investing in private assets. 
 
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Ep17: Investing in private assets

Tom Monti, Senior Investment Manager in Milford’s Private Markets team, discusses the benefits of private asset investing for investors and the economy, and explains why Milford has been an active investor in private assets for the past 15 years.
 
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Episode 16: Final OCR decision for 2024 and its implications

The RBNZ’s final OCR announcement for 2024 is due, with Kiwis hoping for good news leading into Christmas. Will it be a 0.5% or a larger 0.75% cut and does the quantum really matter? What does it mean for mortgages and future RBNZ decisions in 2025? Milford Investment Analyst Katlyn Parker talks with Ryan Bridge about the factors driving this highly anticipated announcement.
 
 
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Episode 15: Why are robotic-assisted surgeries on the rise?

The burden of healthcare is increasing around the globe, with robotic-assisted surgeries providing a positive solution for both surgeons and patients. While the $2.5m price tag per robot platform is steep, there’s evidence these systems reduce costs for hospitals over time. Milford Investment Analyst Dr Deborah Lambie talks with Ryan Bridge about advancements in robot technology, including the upcoming launch of Intuitive Surgical’s 5th Generation Robot.
 
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Ep 14: Why do Kiwis work past 65?

No matter how young or old you are, smart financial decisions today will help build the future you want tomorrow. In today’s episode, Milford’s Head of Wealth Management Philip Morgan Rees, talks to Ryan Bridge about some simple steps to take on your life journey that could have a big impact after 65.
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Ep 13: Will the US election outcome impact your investments?

America has voted, and the world now prepares for a Republican presidency. What will a Trump-led government mean for investments here in New Zealand ? Milford’s Frances Sweetman talks with Ryan Bridge about initial market reaction, the impact for New Zealand, and what it could mean for your KiwiSaver.
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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Episode 12: The other big news in the US

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 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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Episode 11: Behind the scenes: Milford’s Active Growth Fund

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 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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Episode 10: The Good Oil

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 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. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice