Listen to IML on Navigating the Noise

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Listen to the IML team on Navigating the Noise, a podcast by Natixis Investment Managers that aims to help you make better investment decisions.

All episodes featuring IML team are below. To be notified of new episodes, follow the podcast on Spotify, Apple or Amazon.

What are the prospects for China’s lithium and steel industries?

Featuring Daniel Moore | November 22, 2024 | Read or listen

Portfolio Manager Daniel Moore discusses his recent research trip to China, including the impact of the recent stimulus, the potential impacts of a second Trump Presidency as well as the prospects for China’s lithium and steel industries.

Stock of the month – Brambles

Featuring Josh Freiman | November 12, 2024 | Read or listen

IML Equity Analyst Josh Freiman talks Jason Guthrie through his investment thesis for IML’s Stock of the Month, Brambles, and why he forecasts compound annual earnings per share (EPS) growth of more than 10% for the next three years.

SMID cap portfolio update – September quarter 2024

Featuring Marc Whittaker | October 4, 2024 | Read or listen

In this podcast, IML small-mid cap portfolio manager, Marc Whittaker, chats to Carl McMinn about a very eventful September quarter, with a special focus on IML’s small-mid cap funds, healthcare and IML’s approach to the resources sector.

Large cap portfolio update – September quarter 2024

Featuring Daniel Moore | October 4, 2024 | Read or listen

In this podcast, IML Portfolio Manager, Daniel Moore, chats to Carl McMinn about a very eventful September quarter. He outlines how the Big 4 Banks and large resources companies drove the ASX 300 over the quarter and affected IML’s large cap performance.

How is the US economy performing and what does it mean for Australia?

Featuring Josh Freiman | September 24, 2024 | Read or listen

The global economy takes its lead from the US and it is an important market for many of Australia’s largest companies. IML Equity Analyst Josh Freiman has just returned from a US research trip where he gained first-hand insights into the US economy, as well as Australian companies operating in the US. He joins Natixis IM Distribution Director Carl McMinn to discuss his findings in our latest podcast.

Reporting season special: Large caps

Featuring Hugh Giddy and Daniel Moore | August 21, 2024 | Read or listen

In a special series of reporting season podcasts, IML’s Senior Portfolio Manager, Hugh Giddy and Portfolio Manager, Daniel Moore give an update on the main themes they are seeing and performance of key stocks.

Reporting season special: Large caps

Featuring Hugh Giddy and Daniel Moore | August 21, 2024 | Read or listen

In a special series of reporting season podcasts, IML’s Senior Portfolio Manager, Hugh Giddy and Portfolio Manager, Daniel Moore give an update on the main themes they are seeing and performance of key stocks.

Reporting season special: SMID caps

Featuring Simon Conn | August 21, 2024 | Read or listen

Senior Portfolio Manager Simon Conn discusses the main takeaways from Reporting Season so far, including an update on the small-mid cap sector, as well as the results from four key stocks.

Large cap update – FY 24

Featuring Hugh Giddy | July 11, 2024 | Read or listen

Senior Portfolio Manager Hugh Giddy discusses the performance of IML’s large cap funds, as well as key stocks and market movements for financial year 2024.

Small cap update – FY 24

Featuring Simon Conn | July 10, 2024 | Read or listen

Join IML Senior Portfolio Manager Simon Conn to discuss the performance of IML’s small and mid cap funds for financial year 2024, as well as key stocks and market movements.

Is this small cap in the fast lane to the ASX 300?

Featuring Lucas Goode | June 12, 2024 | Read or listen

Lucas Goode, IML Portfolio Manager and Equities Analyst, highlights why Generation Develop Group (ASX:GSG) is IML’s stock of the month, shedding light on GDG’s unique and differentiated product offerings, the potential Lonsec acquisition and recent share price appreciation and future growth potential.

Why has ResMed rocketed up and is the ride over?

Featuring Bruce Du | May 13, 2024 | Read or listen

After news of the efficacy of Ozempic and other GLP-1 drugs came to light, investors grew concerned of the impact on ResMed’s dropping share price. Since then it has steadily made up lost ground and is now trading at similar levels – does ResMed’s rally have further to go?

Look beyond market darlings for AI winners

Featuring Daniel Moore | April 30, 2024 | Read or listen

AI has easily been the hottest topic in investing this year.  While IML Portfolio Manager Daniel Moore is excited about AI’s potential, find pit why he believes investing in popular themes is “fraught with danger”.

Small-Cap Update – March Quarter 2024

Featuring Simon Conn | April 11, 2024 | Read or Listen

For our second podcast instalment, join IML Senior Portfolio Manager Simon Conn and Jason Guthrie, Head of Wholesale Distribution at Natixis Investment Managers to discuss how the small-mid cap funds performed during Q1 and why Simon believes many of holdings are still undervalued.

Large-Cap Update – March Quarter 2024

Featuring Daniel Moore | April 11, 2024 | Read or listen

In our new podcast, Daniel Moore talks to Jason Guthrie about how IML’s large-cap funds performed during Q1 2024 including key stock movements and future outlook.

Disclaimer

These podcasts have been prepared and distributed by Natixis Investment Managers Australia Proprietary Limited, ABN 60 088 786 289, AFSL 246830 and include information provided by third parties, including Investors Mutual Limited (“IML”) AFSL 229988, the responsible entity and investment manager for the IML Funds.

Although Natixis Investment Managers Australia believes that the material in these podcasts is correct, no warranty of accuracy, reliability, or completeness is given, including for information provided by third parties except for liability under statute which cannot be excluded. This material is not personal advice. The material is for general information only and does not take into account your personal objectives, financial situation or needs. You should consider and consult with your professional advisor whether the information is suitable for your circumstances. The opinions expressed in the materials are those are the speakers and may not necessarily be those of Natixis Investment Managers Australia or its affiliate investment managers. Before deciding to acquire or continue to hold an investment in a fund, you should consider the information contained in the product disclosure statement in conjunction with the target market determination, TMD, available at www.iml.com.au.

Past investment performance is not a reliable indicator of future investment performance and no guarantee of performance, return of capital, or a particular rate of return is provided. Any mention of specific company names, securities or asset classes is strictly for informational purposes only and should not be taken as a recommendation to buy, hold, or sell. Any commentary about specific securities is within the context of the investment strategy for the given portfolio. The material may not be reproduced, distributed, or published in whole or in part without the prior written consent of Natixis Investment Managers Australia. Copyright 2024 Natixis investment Managers Australia. All rights reserved.