Bridge Talks Business with Milford
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 economy, both here and overseas. Tap to subscribe. 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
Episodes
Diversification is a popular concept when it comes to investing, but what does it actually involve? Milford Financial Adviser Bruce O’Leary breaks it down to Ryan Bridge.
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 ...
A lot has changed in the two weeks since Milford’s Head of Wealth Management, Philip Morgan Rees, spoke with Ryan about how to navigate volatile markets. Since then, Trump’s tariff announcement was worse than expected, and the market is reacting to the possible threat of a global recession. Phil picks up the conversation to dive deeper into the current economic situation, and what it means for investors.
This podcast is intended to...
Ryman Healthcare has been in the news recently, raising $1bn of new equity – it’s second raise in two years. Pre-Covid, the company was a top performing stock, so what went wrong, and what’s ahead? Milford Portfolio Manager Sam Trethewey talks to Ryan Bridge about Ryman’s turnaround.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is n...
Investing may be a long-game, but how do you stand firm when the ground is shaky? Milford Head of Wealth Management and Advice, Phil Morgan Rees, talks with Ryan Bridge about what investors can do to stay the course when markets are volatile.
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 fi...
It’s been a volatile time for markets, as world politics play out against a seemingly ever-changing backdrop. Milford Portfolio Manager Mark Riggall talks to Ryan Bridge about the uncertainty that’s driving the shift in sentiment, and why Milford’s position as an active manager is key to navigating market unpredictability.
This podcast is intended to provide general information only. It does not take into account your investment ...
Volatility in the tech sector has seen share prices fall for six of the Magnificent 7 since the start of 2025, wiping $1.57tn off the group's valuation. Milford Senior Analyst Stephanie Batchelor talks to Ryan Bridge about the reasons behind the sudden decline for this group of major, leading US tech companies.
This podcast is intended to provide general information only. It does not take into account your investment needs or perso...
As KiwiSaver turns 18 in July, how successful has it been in helping New Zealanders save for their first home and retirement? Head of KiwiSaver at Milford, Murray Harris, talks to Ryan Bridge about why he rates it 7/10, and what could be done to give it a perfect score.
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 b...
Financial markets have experienced a significant rise over the past year, with some market indices delivering returns exceeding 20%. For those who weren’t invested ahead of this rally, it can feel like the right moment to invest has already passed. Speaking with Ryan Bridge, Milford Client Manager John Bailey explains why focusing solely on timing can lead to missed opportunities.
This podcast is intended to provide general informa...
With the RBNZ’s highly anticipated announcement on the OCR due, what drivers will help guide the decision? Milford Analyst Brendan Larsen talks to Ryan Bridge about key developments over the past few months, and what the RBNZ is expected to say about the economy.
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 vie...
While US tariff headlines have caused some volatility in the markets, certain shares – especially European – have outperformed. Milford Portfolio Manager Mark Riggall talks to Ryan Bridge about the strategy, aims, impacts and uncertainty of the ever-changing tariff landscape.
This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not inten...
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 per...
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...
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...
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 informati...
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’...
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 circum...
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 circum...
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 finan...
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 vi...
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...
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