Bridge Talks Business with Milford

Episode 77: Running on empty? How fuel costs are hitting NZ tourism

The fuel crisis is driving up costs across New Zealand’s tourism sector, just as visitor numbers are starting to increase post-Covid. What does this mean for the industry’s outlook, and can tourism keep growing despite the pressure?  Milford Private Equity Director John Johnston talks to Ryan Bridge about the outlook.   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 76: What investors are asking

In this episode of Bridge talks Business, Wealth Management Adviser Bruce O’Leary talks with Ryan Bridge about some of the biggest questions facing investors right now. From why parts of the US market are still performing strongly despite global conflict and inflation pressures, to what New Zealand’s economic outlook could mean for local portfolios, Bruce offers practical perspective on keeping a long-term view. He also explores whether political change should really influence investment decisions, and why many New Zealanders may need to rethink their traditional reliance on property and term deposits. 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 75: From start-up to standout - the young founder shaking up wellness

Recognised as one of the world’s top innovators under 25, Kate Gatfield-Jeffries launched women’s wellness brand Moodi at just 22. Five years on, she’s been named New Zealand’s EY Young Entrepreneur of the Year, and Moodi has become the country’s #1 selling wellness drink. Kate sat down with Ryan Bridge to discuss building a category-leading brand, backing big ideas, and the lessons she’s learned along the way.   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 74: What earnings season is telling us about the global economy

Accelerating AI investment and resilient tech demand were standout themes from the latest earnings season. Frances Sweetman, Milford’s Head of Global Equity Research, talks with Ryan Bridge about the biggest take-outs, including early signals on consumer spending and inflation, how geopolitical risks are filtering through to sentiment and costs, and what’s driving the latest bouts of volatility.   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 73: Why the Iran conflict moves markets only when it hits inflation

As Iran tensions push oil prices higher, the real market story isn’t the headlines, it’s the risk of an energy-driven inflation shock. Talking to Ryan Bridge, Milford Wealth Management Adviser Kate Tyro unpacks what higher oil means for growth and interest rates, the common mistakes investors make during volatility, and why resilient portfolio construction and discipline matter more than trying to time the news.   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