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...

IML investment update – July 2022

IML Senior Portfolio Manager, Hugh Giddy, discusses the market's rebound in July and whether it's likely to continue, as well as the...