Rising interest rates change the game
Anton Tagliaferro and the IML investment team examine the shift that the changing inflation and interest rate environment is having on the...
Keeping a cool head when others are losing theirs
As published in The Australian newspaper today, Hugh Giddy reviews the ‘unprecedented’ times we’re in, from zero interest rates to...
Momentum may have captured attention but it’s value that delivered in 2021
As we approach year end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing...
Addressing an investor’s conundrum
Anton and Tuan discuss how the Private Portfolio Fund aims to achieve the middle ground between low-yielding cash investments and the...
IML’s portfolios well-placed to benefit from corporate activity
We discuss the increased level of corporate activity over the past six months and what this means for a number of companies in IML’s...