Insights

fundamental investing

Is investing based on fundamentals making a return?

Anton Tagliaferro and Phillip Gray  10 May 2021

We discuss why we may be seeing a sustained return to favour for many good quality companies in IML’s portfolios which were previously shunned amid the momentum-driven mania of recent years.

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DanM nabtrade

The reopening trade is over – or is it?

nabtrade Podcast  07 May 2021

Portfolio Manager Daniel Moore talks about the popular reopening trade stocks that are at or above their pre-Covid highs and whether it is now time to take profits or look for further bargains.

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Seeking the middle ground between cash and investing in equities

07 May 2021

Tuan Luu discusses how the IML Private Portfolio Fund uses a combination of strategies to meet the Fund's objectives.

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IML Investment Update - March 2021

16 April 2021

Hugh Giddy provides an update on IML portfolios for the March quarter.

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Hugh presenting

VIDEO: IML Adviser Roadshow - March 2021

09 April 2021

Watch the recording of our IML Adviser Roadshow and hear how our presenters are uncovering opportunities in the current environment.

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Fundamentals Returning to Favour

08 April 2021

Simon Conn discusses the return to favour for many good quality companies and which companies in IML’s portfolios are particularly benefitting.

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IML Investment Update - February 2021

10 March 2021

Hugh Giddy provides an update on markets and how IML portfolios performed in February.

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reporting

Quality mid and small cap companies produce positive results despite COVID-19

Marc Whittaker and Phillip Gray  09 March 2021

We discuss the results for some key companies held across IML’s mid and small cap Funds.

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inflation

Zero interest rates fan inflation flame

Hugh Giddy in the AFR  08 March 2021

Hugh Giddy discusses the effects of inflation on saving for retirement and how zero interest rates are exacerbating the problem.

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Chart illustration

Cashflows stay strong during COVID-19

Daniel Moore and Phillip Gray  05 March 2021

In a reporting season where most companies reporting were materially impacted by the disruption caused by COVID-19 and a change in consumer patterns, it was reassuring to see the vast majority of our core holdings report positive results for the first half of the 2021 financial year.

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