In a letter to federal treasurer Josh Frydenberg, Anton Tagliaferro and Hugh Giddy raise their concerns with policymakers who have used ultra-low interest rates to stimulate the economy and called on the federal government to consider tax and energy reforms and incentives to guide super funds into infrastructure and venture capital investment.
Simon Conn shares his views on how many stocks' valuations in the current market are being boosted by momentum investors and short termism. Simon discusses many pertinent issues impacting the current sharemarket as well as discussing factors impacting some stocks held in IML’s investment portfolios.
Anton Tagliaferro and Hugh Giddy who wrote to the RBA's governor Philip Lowe in 2016 urging him to consider the destructive consequences of low interest rates have repeated their plea saying quality Australian businesses are suffering because low rates allow even the most inefficient companies to survive and compete.
This article discusses why the ultra low interest rates set by the RBA create such a dilemma, and are sending mixed messages to investors, corporates and individuals.
IML Portfolio Manager Daniel Moore from Investors Mutual and John Ayoub from Wilson Asset Management share their thoughts on whether five cheap-looking large caps are value traps or whether they are the real thing.
Anton Tagliaferro, Investment Director09 October 2019
In recent years, we have seen passive investment strategies and ETFs grow in popularity to the extent where some investors are questioning the role of active managers.
This article examines both types of investment strategies - how they work and their pros and cons for investors.
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Anton Tagliaferro spoke to Ross Greenwood on Money News about the current state of the Australian share market having suffered its worst day in two months.
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At our recent adviser roadshow, Anton Tagliaferro and Daniel Moore, as well as Lee Rosenbaum from Loomis Sayles, discussed where they are uncovering opportunities for their respective portfolios. During the Q&A panel which followed, consistent themes arose in many of the questions submitted by advisers. We've summarised our responses in this short piece.
IML Portfolio Manager Daniel Moore discusses IML's research process and the importance of discipline and patience in stock picking. Sydney, 12 September 2019
