Insights

IML Investment Update - August 2020

10 September 2020

Hugh Giddy provides an update on IML portfolios and the key contributors to performance for August.

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Reporting Season Wrap - Small Caps

07 September 2020

Portfolio Manager Marc Whittaker discusses the key results from reporting season for IML's small and mid-cap portfolios.

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Reporting Season Wrap - Large Caps

07 September 2020

Portfolio Manager Daniel Moore discusses the key results from reporting season for IML's large-cap portfolios.

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bubble arrow

Just another day in the post-COVID sharemarket

Daniel Moore, Anton Tagliaferro and Phillip Gray  28 August 2020

We explore the current dynamics in the sharemarket through the share price responses to two very different companies’ recent announcements.

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focus

Investors Mutual’s Quality Stocks in Focus

Phillip Gray  20 August 2020

This write-up summarises the key take-outs from our three-part webinar series where our investment team provided their views on key stocks in IML portfolios.

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Portfolio Manager Marc Whittaker discusses reporting season on Ausbiz

17 August 2020

Marc Whittaker discusses key trends to date and what IML is expecting from Crown, Tabcorp and Pact Group’s results – all good quality companies, held across IML's Funds.

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IML Investment Update - July 2020

14 August 2020

IML Portfolio Manager Daniel Moore provides an update on markets and the IML portfolios for July.

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coronavirus

Where to for the economy and sharemarket as we head towards 2021?

Anton Tagliaferro and Phillip Gray  13 August 2020

We discuss what’s happening in the economy and sharemarket, and why IML’s funds remain skewed towards good quality, defensive stocks.

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Anton Tagliaferro speaks to Tom Piotrowski in CommSec’s Executive Series

07 August 2020

Anton Tagliaferro speaks with Tom Piotrowski about the state of the economy, the impact from government support & stimulus, current positioning of the IML portfolios including QV Equities and views on different sectors.

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stockmarket valuations

Do valuations and PE ratios matter when the cost of money is zero?

Hugh Giddy, Daniel Moore and Anton Tagliaferro  28 July 2020

This article discusses why valuation parameters and fundamentals remain an essential element in selecting stocks for one’s portfolio.

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