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Small Cap
Simon Conn
15 January 2018
After a tepid first half of 2017, the Australian Small Ordinaries index (XSO) rose strongly over the second half of the calendar year, to be up over 18% (at the end of December). While the headline gain is impressive, the reality is that this rally has been fairly narrowly based with a small number of stocks recording strong gains. This rally has been driven by a frantic search for earnings growth given what continues to be a low growth domestic economy.
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Investment Insights
Daniel Moore
15 January 2018
Australia’s Healthcare sector has outperformed all others over the last five years, due to strong demand from investors seeking companies with reliable earnings growth. This has pushed valuations to historically high levels.
In such a specialist industry with rich valuations, how then do you determine the best long-term investments?
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IML in the Media
Hope William-Smith
05 December 2017
Money Management’s new Crown Ratings powered by FE confirm Investors Mutual as one of the most solid performers over the past three years, with five of its funds receiving a full five-star rating.
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url: /news-and-views/insights/australian-telcos-where-are-opportunities-investors?page=8
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Investment Insights
Exclusive
Nigel Hale, Senior Equities Analyst
23 November 2017
In part two of our interview with Nigel Hale, Senior Equities Analyst at Investors Mutual, Nigel runs through those Telco stocks in which IML invests, and those it avoids, as well as his outlook for the sector. Read part one for background on the sector including the impact of the NBN.
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Investment Insights
Anton Tagliaferro and Michael O’Neill
17 November 2017
Over the past 12 months, a common headline in the financial pages has pointed to record low levels of volatility, as measured by the frequently quoted VIX volatility index. Yet for Australian equity investors, increasingly volatile share price movements in many stocks belies what the VIX is actually indicating - that headline volatility is at an all time low - a rather confusing situation. This article seeks to explain how the VIX is measured and what IML believes it is telling investors about current sharemarket sentiment and complacency.
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Small Cap
Anton Tagliafero and Simon Conn
16 November 2017
The S&P/ASX Small Ordinaries Index (ASX Small Ords) has surged by over 10% in the last 3 months on a seemingly new upward trajectory despite what was a fairly mixed reporting season. For the month of October alone, the Index delivered a gain of 6.0%.
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url: /news-and-views/articles/australian-telco-sector-still-reasonable-investment-proposition?page=8
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Investment Insights
Nigel Hale
30 October 2017
The domestic Telecommunications sector is changing rapidly due to the NBN rollout, and competition in mobile will increase once TPG builds its new network. These two factors are causing an upheaval in the dynamics of the sector with increasing competition a key feature.
In an environment where industry leader Telstra has recently reduced its dividend, is the Australian Telco sector one worth investing in?
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Vesna Poljak, AFR
09 October 2017
It was the year 2000 and Investors Mutual, Anton Tagliaferro's then two-year-old boutique funds manager, did not own any tech stocks despite it being the height of the dotcom boom.
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IML in the Media
2GB & The Australian
28 September 2017
The falling Myer share price has been making news this week. As a major shareholder, what is IML’s view on Myer? IML’s Investment Director Anton Tagliaferro spoke to Ross Greenwood on 2GB and The Australian.
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Investment Insights
Exclusive
Michael O’Neill – Portfolio Manager
01 December 2017
With the Royal Commission announced this week, many shareholders in Australian Banks will be wondering how it will affect their investment. Investors Mutual has, over the past few years, been relatively cautious around investing in the big 4 banks. This article seeks to explain to investors the thinking behind our view.
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