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Market Update
Anton Tagliaferro
14 September 2017
Reporting season dominated the Australian sharemarket in August and we saw short-term factors dominate investor sentiment. We believe that during times like these when we see evidence of this ‘short-termism’ it is important to not lose focus of long-term objectives.
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Investment Insights
Exclusive
Marc Whittaker and Anton Tagliaferro
14 December 2017
The month of December has seen a number of takeover bids – such as for Tox Free Solutions by Cleanaway, Capitol Health’s intended bid for Integral Diagnostics and the huge Westfield Corporation bid by Unibail-Rodamco. These takeovers have presented something of a Christmas gift to our investors given these stocks are key holdings in IML & QVE portfolios.
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170523_Small_Caps_May_2017_FINAL.pdf
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Small Cap
IML
24 May 2017
AN INTERVIEW WITH INVESTORS MUTUAL’S SENIOR PORTFOLIO MANAGER SIMON CONN
At its recent 2017 Fund Manager of the Year Awards, Morningstar awarded Investors Mutual the prestigious Domestic Equities Small Cap Fund Manager of the Year award, citing IML’s ability to deliver consistently excellent results in a variety of conditions.
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03 2017 Mstar FMOTY press release.pdf
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Small Cap
IML
13 March 2017
Investors Mutual awarded Morningstar Awards 2017 Fund Manager of the Year, Domestic Equities Small Cap Category Winner, Australia.
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Trump Market Musings - FEB 2017.pdf
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Investment Insights
Anton Tagliaferro & Hugh Giddy
01 March 2017
Is it better to buy shares based on constantly changing economic forecasts or to find companies growing earnings and dividends through winning market share, cutting costs, restructuring or accretive acquisitions?
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Dec 2016 Distribution letter Final.pdf
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Investment Insights
IML
04 January 2017
We have provided some comments regarding to the overall level of the most recent distributions, which you may find helpful when you are talking to your clients.
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161011_High_yields_may_ignore_fundamental_weakness_Cuffelinks.pdf
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Retirement
Anton Tagliaferro
11 October 2016
Investors chasing high yielding stocks without considering the fundamentals risk falling into the ‘income trap’, where weak businesses are eventually forced to reduce their dividends.
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06 2016 Lonsec Retire blog- EIF Euros.pdf
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Retirement
IML
03 July 2016
The European Football Championship is currently in full swing. In the spirit of fun, for this month only we thought we would look for a correlation between the historical success (or failure) of teams within the Euro and the building of an Equity Income portfolio. It made for some interesting analysis and comparison!
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06 2016 IML's comments on Brexit.pdf
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Macro
IML
29 June 2016
The recent Brexit vote has sparked significant weakness in financial markets around the world and whilst it is undoubtedly an important economic and political event for the UK, in reality the underlying fundamentals of the vast majority of Australian companies are unchanged.
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1602 Sustained_Sluggishness.pdf
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Macro
Hugh Giddy
24 February 2016
Hugh Giddy, IML’s Head of Research and Senior Portfolio Manager, reflects on the current state of global growth & indebtedness.
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