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Please join us for a lunch presentation and update from Anton Tagliaferro and Daniel Moore from IML as well as Lee Rosenbaum, Portfolio Manager of the Loomis Sayles Global Equity Fund.
Marc Whittaker, IML Asst Portfolio Manager18 July 2019
With the ASX300 at close to new record highs and many 'high-growth' companies share prices seemingly on an endless ascent, Marc Whittaker, IML Assistant Portfolio Manager, considers whether the valuation paradigm has shifted and whether things are indeed different this time.
Portfolio Manager Michael O'Neill comments on some of the significant hurdles Australia's major banks face as record low interest rates squeeze margins.
Anton Tagliaferro and Hugh Giddy wrote to the RBA nearly three years ago urging RBA's governor Philip Lowe not to cut interest rates. Their arguments are even more relevant today. Read all about it in the AFR article.
In this sector overview, we ask Bruce Du, Equities Analyst, and Daniel Moore, Portfolio Manager and Senior Equities Analyst, what Investors Mutual Ltd (IML) sees in the gaming sector, which companies stand out and which companies IML avoids.
