It’s amazing to think that investors would ever stop caring if a company was profitable, but it seems to happen towards the end of every investment cycle. Now, as Daniel Moore reflects, investors seem to be focusing on fundamentals once more. Also published in the Australian Financial Review.
Ahead of the RBA meeting today, and a possible rise in interest rates, Hugh Giddy reflects on how dependent the Australian economy has become on the rapid and continuous rise in Aussie house prices.
isGated: No
queryString:
url: /news-and-views/insights/webinar-series-portfolio-updates
content.field_pdf.render :
node.field_youtube_url.video_id :
node.field_call_to_action : Find out more
hasPdf:
You are invited to join IML for 3 webinar briefings to be held in May on the positioning and prospects of our large cap, small-mid cap & equity income portfolios.
TPG Telecom has been listed on the ASX for many years, however the company today presents as a very different investment proposition to the company that existed prior to the merger with Vodafone in 2020. Lucas Goode & Simon Conn outline why IML has been adding TPG to our small-mid cap portfolios over the last 6 months.
Marc Whittaker appeared on Ausbiz to talk about why inflation is driving the current volatility and how to pick companies which are more likely to do well in this environment.
