Do valuations and PE ratios matter when the cost of money is zero?
This article discusses why valuation parameters and fundamentals remain an essential element in selecting stocks for one’s...
Quality is always important… but now it’s critical
With sharemarkets having recovered sharply from their March lows and with many speculative sectors having performed best since this rally...
Active vs passive: which one works better?
In recent years, we have seen passive investment strategies and ETFs grow in popularity to the extent where some investors are questioning...
Telstra – the number 1 player in a growing but competitive sector
Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. This article looks at IML’s...
Market dynamics – the case for value remains
The past 18 months has been a challenging and at times a frustrating environment for value investors. At IML we pride ourselves on our...