IML investment update – September 2022
IML Senior Portfolio Manager, Hugh Giddy, discusses how IML's funds, and the markets, performed during the September quarter of...
Understanding the impact of higher interest rates on company earnings
Inflation is at levels not seen in decades and interest rates are rising - so how does this affect markets? Daniel Moore explains the...
A volatile time that suits and absolute returns to boot
IML's Private Portfolio Fund won the 'Emerging Fund' award at SQM Research's 2022 Fund Manager of the Year awards. Tuan Luu, Portfolio...
Inflation: the damaging misjudgement
With inflation at its highest level in decades and proving anything but 'transitory', Hugh Giddy examines how central banks, governments...
IML investment update – August 2022
Hugh Giddy discusses the market's performance during reporting season in August, as well as the performance of IML's...