IML Senior Portfolio Manager, Hugh Giddy, discusses the market's rebound in July and whether it's likely to continue, as well as the performance of the IML funds.
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In the flurry of results from reporting season it can be easy to miss things. Join our Investment Team as they pull out the highlights from reporting season and give their views on what it means for the year ahead in the Australian sharemarket.
Volatility continued throughout July, but we are also seeing many pockets of value. Marc Whittaker discusses four stocks where he sees great value for investors.
Since 2010 investors have been encouraged into ever-riskier behaviour as they knew that if markets ever went down significantly, the Fed would step in to save the day. But right now, that’s not happening. Daniel Moore explains why the ‘Fed put’ is off the table for now.
Since the start of 2022 we have seen inflation rise rapidly around the world. The US reported 8.6% last week, the UK reported 9.0% last month and Australia's Reserve Bank Governor predicted inflation might hit 7% by December. High inflation has put pressure on central banks to tighten monetary policy and this is causing great uncertainty and falls in sharemarkets globally.
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Portfolio Manager Daniel Moore talks to Gemma Dale from NAB about how the market is getting back to fundamentals after years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics.
Portfolio Manager Daniel Moore discusses May's market volatility, how IML's funds performed, and which stocks were the biggest hits and misses for the month.
Marc Whittaker discusses four small caps that are ready to ride out the current sharemarket volatility. They're well established with strong market position, good cash flows and earnings and the ability to pass on costs to their customers.
