Where are Australian interest rates heading and what does this mean for stock selection?

After many years of near zero interest rates, 2022 has seen interest rates climbing around the world in order to combat high inflation. But...

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...

How to generate dependable income in a volatile market

Over much of the past 10 years the market has performed well enough that investors could sell stock when they needed income and still see...

Is investing based on fundamentals making a return?

We discuss why we may be seeing a sustained return to favour for many good quality companies in IML’s portfolios which were previously...

Do fundamentals matter? (Part 2)

We discuss why investing on the basis of quality and value in well-established, profitable companies with sound fundamentals will...