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...
Three key reporting season themes that will drive markets this year
Now that all companies have reported it’s the ideal time to step back and draw some conclusions. Like every year there were winners and...