Large cap portfolio update – September quarter 2024
In this podcast, IML Portfolio Manager, Daniel Moore, chats to...
How is the US economy performing and what does it mean for Australia?
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...
Reporting season special: SMID Caps
Simon Conn chats to Jason Guthrie, about his main takeaways from Reporting Season so far, including an update on the small-mid cap sector,...
Reporting Season Special: Large Caps
Hugh Giddy and Daniel Moore discuss the key takeouts from reporting...
Expect volatility and opportunity this reporting season
IML’s Investment Team expects volatility and good opportunities for value-focused investors in August 2024 reporting...