Technology and innovation are an essential part of what we look for in any company. We see many companies embracing innovations in ways which will help these companies grow their earnings in years to come. This article details a few stocks that we own where the use of new technology is an important part of why we have a positive outlook on these companies.
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Many investors looking for equity dividend income turn to the same names, even with the possibility of a dividend cut. However, there are many stable dividend payers outside of the ASX 100. Marc Whittaker - Portfolio Manager for IML’s Future Leaders Fund – discusses these opportunities with Alex Cowie from Livewire.
In a letter to federal treasurer Josh Frydenberg, Anton Tagliaferro and Hugh Giddy raise their concerns with policymakers who have used ultra-low interest rates to stimulate the economy and called on the federal government to consider tax and energy reforms and incentives to guide super funds into infrastructure and venture capital investment.
Simon Conn shares his views on how many stocks' valuations in the current market are being boosted by momentum investors and short termism. Simon discusses many pertinent issues impacting the current sharemarket as well as discussing factors impacting some stocks held in IML’s investment portfolios.
Anton Tagliaferro and Hugh Giddy who wrote to the RBA's governor Philip Lowe in 2016 urging him to consider the destructive consequences of low interest rates have repeated their plea saying quality Australian businesses are suffering because low rates allow even the most inefficient companies to survive and compete.
This article discusses why the ultra low interest rates set by the RBA create such a dilemma, and are sending mixed messages to investors, corporates and individuals.
