Inside the Macquarie Conference: retailer woes, airline surprises and Australia’s potential AI boom
IML portfolio managers Daniel Moore and Lucas Goode lift the lid on what they heard and learned at this year’s Macquarie...
Quality, income, and opportunity in a volatile market
IML portfolio manager Michael O'Neill discusses how IML's large cap funds navigated the turbulence of Q1 2026, and where he sees enduring...
What have the small cap team been buying?
IML portfolio managers, Marc Whittaker and Lucas Goode, talk about how things went in the first quarter of 2026 and the quality companies...
How this software stock defied the SaaSpocalypse
IML portfolio managers Marc Whittaker and Lucas Goode discuss the AI selloff during reporting season and how the immediate risk to many...
Where is value on offer in the great AI selloff?
Portfolio Manager Daniel Moore, discusses the AI stocks where he thinks the falls are fair, versus those where he sees value on...