Large cap reporting season update: defensive stocks doing well
IML's Michael O'Neill discusses reporting season February 2025, including how companies are rotating towards defensive...
Large cap portfolio update – December quarter 2024
Hugh Giddy discusses the performance of share markets and IML’s funds during Q4 2024....
Could 2025 be the year that valuations matter again?
2024 was a stellar year for equity markets. The performance...
What are the prospects for China’s steel and lithium industries?
China is Australia’s largest trading partner, so any significant changes...
This ASX 20 stock is up c. 35% in 2024, is there more to come?
Brambles is an Australian global success story and a high-conviction...