Anton Tagliaferro joins Peter Switzer to talk about current state of the market and the economy and how he is investing in this environment. Anton's interview starts at 9:55.
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.
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Anton talks to Ross Greenwood about the state of the market right now and comments on the sharp rise since the federal election and the recent interest rate cuts
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Anton Tagliaferro, Daniel Moore and Marc Whittaker19 June 2019
Anton Tagliaferro, Daniel Moore and Marc Whittaker provide an update on the QV Equities portfolio and how IML goes about building a diversified portfolio of well-established, profitable companies in today’s market.
Anton Tagliaferro speaks with Tom Piotrowski about the re-emergence of investor confidence after the 2019 Federal Election & how different sectors of the economy are responding to lower interest rates.
Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. This article looks at IML’s long standing holding in Telstra and the current IML portfolio positioning and rationale for the company.
When compulsory super was introduced 25 years ago you could rely on cash and fixed income. These days, the RBA cash rate is 1.5%, 10-year bonds yield less than 2% and you can get 2.5-3% with online savings term deposits or investment grade bonds. With people living longer, these are very low rates of income for 20+ years of retirement, particularly given risks of rising costs of health and aged care. Investors don’t appear to have any alternative but to allocate some portion of wealth to equities as an income-generating asset class. If you can generate a decent income from equities, it would seem an appropriate choice in this environment of low rates.
To get a better understanding of the long-term prospects for Australian blue-chips, Livewire reached out to a group of fund managers and asked them two questions: first, which small-medium sized company could be in the ASX20 in five years’ time; and second, which current blue-chip could drop out of the ASX50 over the same period? IML Portfolio Manage, Daniel Moore provides his insight.
