IML investment update – September 2022
IML Senior Portfolio Manager, Hugh Giddy, discusses how IML's funds, and the markets, performed during the September quarter of...
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...
Inflation: the damaging misjudgement
With inflation at its highest level in decades and proving anything but 'transitory', Hugh Giddy examines how central banks, governments...
Three key reporting season themes that will drive markets this year
Now that all companies have reported it’s the ideal time to step back and draw some conclusions. Like every year there were winners and...
IML investment update – July 2022
IML Senior Portfolio Manager, Hugh Giddy, discusses the market's rebound in July and whether it's likely to continue, as well as the...