Bridge Talks Business with Milford
Episodes
Episode 58: Market Recap - The Key Themes that Shaped 2025
25 Nov 2025
Contributed by Lukas
From AI and sticky inflation, to US tariffs and gold – global markets this year have been full of opportunity and risk. Milford Portfolio Manager Fr...
Episode 57: Are we seeing New Zealand’s economy improve?
18 Nov 2025
Contributed by Lukas
Recent company updates from some of New Zealand’s leading businesses indicate increased activity compared to this time last year. Is this a sign the...
Episode 56: AI bubble - fact or fiction
11 Nov 2025
Contributed by Lukas
There’s a lot of hype in the media about a potential AI bubble. What is an AI bubble and should we be afraid of it? Milford Senior Investment Analys...
Episode 55: What are Stablecoins and why do we need them?
04 Nov 2025
Contributed by Lukas
In the world of cryptocurrency, Stablecoins are designed to offer price stability, making them less volatile than other cryptos like Bitcoin. Globally...
Episode 54: What 18 years of KiwiSaver have taught us
28 Oct 2025
Contributed by Lukas
KiwiSaver has reshaped how our nation saves for retirement, and broadened access to investment funds for a new generation. What are the lessons we’v...
Episode 53: What’s keeping investors awake at night?
21 Oct 2025
Contributed by Lukas
Interest rates, AI, property, gold, Trump and tariffs. Investors have a lot to consider in this volatile geopolitical landscape. Ryan Bridge discusses...
Episode 52: How low can interest rates go?
14 Oct 2025
Contributed by Lukas
The RBNZ cut the Official Cash Rate by 50 basis points last week, prompting markets to readjust interest rate expectations lower. What does this mea...
Episode 51: Inside Gen Z’s money mindset
07 Oct 2025
Contributed by Lukas
From saving and spending habits to declining confidence with money, what’s really going on with Gen Z’s finances? Ryan Bridge is joined by Financi...
Episode 50: Milford’s role in shaping New Zealand’s financial future
30 Sep 2025
Contributed by Lukas
How do we turn New Zealand into a nation of savers? Milford CEO Blair Turnbull talks to Ryan Bridge about Milford’s plans to help Kiwis save more, w...
Episode 49: Gen Z’s edge – the benefits of saving early
23 Sep 2025
Contributed by Lukas
Investing in KiwiSaver from day one of your working life is probably not top of every Gen Z’s list. But if you consider the impact of compounding in...
Episode 48: Will NZ Super see you through retirement?
16 Sep 2025
Contributed by Lukas
Around 40% of New Zealanders solely rely on NZ Super in retirement, but is it really enough to have a comfortable lifestyle? Today on Bridge talks Bus...
Episode 47: Steering through the volatile US economy
09 Sep 2025
Contributed by Lukas
Sluggish job growth, higher inflation, and consumer weakness are all playing a part in the current state of the US economy. What’s the outlook, and ...
Episode 46: Are Trump's tariffs hitting consumer pockets yet?
26 Aug 2025
Contributed by Lukas
As of 1 August, the world economy is firmly in the new Trump tariff regime. So, what exactly are the impacts, and is there really a direct link betwee...
Episode 45: How to navigate Bear and Bull markets
19 Aug 2025
Contributed by Lukas
Understanding the investment landscape can help protect you during times of market volatility. Financial Adviser Gareth Stythe talks to Ryan Bridge ab...
Episode 44: Fiscal dominance – what is it and why should we care?
05 Aug 2025
Contributed by Lukas
In today’s episode of Bridge talks Business, Analyst Brendan Larsen explains fiscal dominance, and how there are signs that this is beginning to cre...
Episode 43: Everything you need to start your investing journey
29 Jul 2025
Contributed by Lukas
If you haven’t opened an investment fund before, the idea might seem a little daunting. In today’s episode of Bridge talks Business with Milford, ...
Episode 42: Why we should keep a close eye on China
22 Jul 2025
Contributed by Lukas
As New Zealand’s largest trading partner, the health of the Chinese economy is intrinsically linked to ours. With GDP expected to slow, and the coun...
Episode 41: Where to from here for the NZ economy?
15 Jul 2025
Contributed by Lukas
The RBNZ kept the Official Cash Rate steady last week, so what does that mean for key drivers of the New Zealand economy? Milford Investment Analyst J...
Episode 40: Are we through the worst of 2025?
08 Jul 2025
Contributed by Lukas
From trade disruption to huge escalations in geopolitics, the past six months have played out under a cloud of sustained global tension. Is it likely ...
Episode 39: Time for a mid-winter financial check-up!
01 Jul 2025
Contributed by Lukas
Halfway through the year is the perfect time to revisit your financial goals. What are some of the key things to consider when assessing if you’re o...
Episode 38: How will the US/Middle East conflict impact New Zealanders?
24 Jun 2025
Contributed by Lukas
It’s been a week of uncertainty as geopolitics have played out across the globe. With Iran’s anticipated retaliation against the US bombings behin...
Episode 37: What the research says you’ll need in retirement
17 Jun 2025
Contributed by Lukas
Massey University’s annual Retirement Expenditure Guidelines highlight the primary drivers of rising costs for retirees, and unpacks two different l...
Episode 36: How Trump’s Bill is impacting Sustainable Investing
10 Jun 2025
Contributed by Lukas
Trump’s Big, Beautiful Bill is being debated in the Senate, with the dramatic fallout between Trump and Musk dominating headlines. What’s caused t...
Episode 35: Is a term deposit your best option?
03 Jun 2025
Contributed by Lukas
Estimates of $21bn in term deposits will be maturing over the next six months. With interest rates expected to track lower, investors will need to dec...
Episode 34: Will KiwiSaver changes make us better off in retirement?
27 May 2025
Contributed by Lukas
The Government announced a range of changes to KiwiSaver last week, but will they really make a significant difference for over-65s in retirement? Hea...
Episode 33: Making sense of the post-Covid financial challenge
20 May 2025
Contributed by Lukas
At the onset of Covid, governments around the world shifted to expansive fiscal policies and lowered interest rates to avoid economic shutdown. With C...
Episode 32: Is the trade war over?
13 May 2025
Contributed by Lukas
US stocks have risen following a tariff ceasefire between the US and China overnight. Does this mean the trade war is over, and what’s next for glob...
Episode 31: Why the US economy matters to the rest of the world
06 May 2025
Contributed by Lukas
It’s results season in the US, with all eyes on some of the world’s largest companies. Milford Portfolio Manager and Head of Sustainable Investm...
Episode 30: Will you miss out on $500?
29 Apr 2025
Contributed by Lukas
The deadline to meet the KiwiSaver contribution threshold to receive $500 from the Government is fast approaching. Milford Senior KiwiSaver Financial ...
Episode 29: What does it mean to diversify?
15 Apr 2025
Contributed by Lukas
Diversification is a popular concept when it comes to investing, but what does it actually involve? Milford Financial Adviser Bruce O’Leary breaks i...
Episode 28: How will this current volatility affect you?
08 Apr 2025
Contributed by Lukas
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 mar...
Episode 27: The rise and fall of Ryman – what’s next?
01 Apr 2025
Contributed by Lukas
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 perf...
Episode 26: How to navigate volatile markets
25 Mar 2025
Contributed by Lukas
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, talk...
Episode 25: How long will market uncertainty last?
18 Mar 2025
Contributed by Lukas
It’s been a volatile time for markets, as world politics play out against a seemingly ever-changing backdrop. Milford Portfolio Manager Mark Riggall...
Episode 24: Market slump for Mag 7 – what’s going on?
11 Mar 2025
Contributed by Lukas
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 valuatio...
Episode 23: Happy 18th Birthday KiwiSaver. What now?
04 Mar 2025
Contributed by Lukas
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 Mil...
Episode 22: Why missing market highs isn't something to fear
25 Feb 2025
Contributed by Lukas
Financial markets have experienced a significant rise over the past year, with some market indices delivering returns exceeding 20%. For those who wer...
Episode 21: Will interest rates drop?
18 Feb 2025
Contributed by Lukas
With the RBNZ’s highly anticipated announcement on the OCR due, what drivers will help guide the decision? Milford Analyst Brendan Larsen talks to R...
Episode 20: Trump’s tariffs – what’s next for global trade?
11 Feb 2025
Contributed by Lukas
While US tariff headlines have caused some volatility in the markets, certain shares – especially European – have outperformed. Milford Portfolio ...
Episode 19: Why has DeepSeek rattled the AI industry?
04 Feb 2025
Contributed by Lukas
DeepSeek became a household name overnight, when it revealed it could compete with its US counterparts at a fraction of the price. Milford Senior Anal...
Episode 18: Should KiwiSaver funds invest in private assets?
28 Jan 2025
Contributed by Lukas
Milford Senior Investment Manager Tom Monti discusses the evolving role of private assets in KiwiSaver portfolios as the government seeks consultation...
Ep17: Investing in private assets
21 Jan 2025
Contributed by Lukas
Tom Monti, Senior Investment Manager in Milford’s Private Markets team, discusses the benefits of private asset investing for investors and the econ...
Episode 16: Final OCR decision for 2024 and its implications
26 Nov 2024
Contributed by Lukas
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 a...
Episode 15: Why are robotic-assisted surgeries on the rise?
19 Nov 2024
Contributed by Lukas
The burden of healthcare is increasing around the globe, with robotic-assisted surgeries providing a positive solution for both surgeons and patients....
Ep 14: Why do Kiwis work past 65?
12 Nov 2024
Contributed by Lukas
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 He...
Ep 13: Will the US election outcome impact your investments?
07 Nov 2024
Contributed by Lukas
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 ?...
Episode 12: The other big news in the US
29 Oct 2024
Contributed by Lukas
Third quarter earnings season in the US has kicked off with a hiss and roar – and plenty of volatility. Milford Senior Analyst Stephanie Batchelor c...
Episode 11: Behind the scenes: Milford’s Active Growth Fund
22 Oct 2024
Contributed by Lukas
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 ...
Episode 10: The Good Oil
15 Oct 2024
Contributed by Lukas
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 doe...
Episode 9: The truth behind doomsday predictions
08 Oct 2024
Contributed by Lukas
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 in...
Episode 8: Central bank divergence - AU vs NZ
01 Oct 2024
Contributed by Lukas
The Australian economy is proving resilient, with high demand for goods and services, no anticipation of imminent interest rate cuts, and Aussies feel...
Episode 7: Is Green the new Black
24 Sep 2024
Contributed by Lukas
What are green stocks and what do investors need to know? Milford Portfolio Manager and Head of Sustainable Investment, Frances Sweetman, talks with R...
Episode 6: The world’s ageing population
17 Sep 2024
Contributed by Lukas
By 2050, the number of people aged over 80 globally is expected to have tripled. This will have implications for many industries, including healthcare...
Episode 5: The State of the US Consumer – why it matters to NZ
10 Sep 2024
Contributed by Lukas
Unemployment and consumer spending are hot topics in the United States, as investors anticipate next week’s Fed rate cuts. Ryan Bridge talks with Mi...
Episode 4: Reporting season - a game of two halves
03 Sep 2024
Contributed by Lukas
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 abo...
Episode 3: US Election – what’s the likely effect on markets?
27 Aug 2024
Contributed by Lukas
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...
Episode 2: Interest Rate Cuts - What's Next?
20 Aug 2024
Contributed by Lukas
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 a...
Episode 1: What effect will interest rate cuts have on the NZ economy?
13 Aug 2024
Contributed by Lukas
In our first episode of Bridge talks Business, Ryan talks with Milford Investment Analyst Katlyn Parker about anticipated interest rate cuts. When is ...
Introduction
09 Aug 2024
Contributed by Lukas
Introducing Bridge Talks Business with Milford. Each week together with a team of analysts, fund managers and financial experts from Milford, host Rya...