Portfolio Manager Michael O'Neill comments on some of the significant hurdles Australia's major banks face as record low interest rates squeeze margins.
Anton Tagliaferro and Hugh Giddy wrote to the RBA nearly three years ago urging RBA's governor Philip Lowe not to cut interest rates. Their arguments are even more relevant today. Read all about it in the AFR article.
In this sector overview, we ask Bruce Du, Equities Analyst, and Daniel Moore, Portfolio Manager and Senior Equities Analyst, what Investors Mutual Ltd (IML) sees in the gaming sector, which companies stand out and which companies IML avoids.
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Anton talks to Ross Greenwood about the state of the market right now and comments on the sharp rise since the federal election and the recent interest rate cuts
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Anton Tagliaferro, Daniel Moore and Marc Whittaker19 June 2019
Anton Tagliaferro, Daniel Moore and Marc Whittaker provide an update on the QV Equities portfolio and how IML goes about building a diversified portfolio of well-established, profitable companies in today’s market.
Anton Tagliaferro speaks with Tom Piotrowski about the re-emergence of investor confidence after the 2019 Federal Election & how different sectors of the economy are responding to lower interest rates.
Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. This article looks at IML’s long standing holding in Telstra and the current IML portfolio positioning and rationale for the company.
