Why has ResMed rocketed up and is the ride over?
In our latest podcast episode, discover insights on ResMed's stock analysis and the impact of Ozempic and GLP-1 drugs with Senior Equity...
Look beyond market darlings for AI winners
AI has easily been the hottest topic in investing this year. While IML's Daniel Moore is excited about its potential, he is cautious of...
Podcast: Small-cap update – March quarter 2024
Simon Conn and Jason Guthrie discuss how the small-mid cap funds performed during the March quarter 2024 including key...
Podcast: Large-cap update – March quarter 2024
In our new podcast, Daniel Moore talks to Jason Guthrie about how IML's large-cap funds performed during March quarter...
Update on reporting season and performance of IML’s large cap portfolios
One of my favourite quotes about investing is from the...