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...
2025 was a golden year for small caps, but what else shone?
IML Portfolio Manager Marc Whittaker digs into the performance of Australian small caps last year, as well as giving an update on the...
IML large cap wrap for 2025
IML Portfolio Manager Michael O’Neill discusses the main drivers of returns last year, as well as giving an update on the performance of...
IML’s top small cap for 2025
IML small-mid cap portfolio managers Marc Whittaker and Lucas Goode reveal their top small cap pick for 2025. This stock is up around 40%...