Featuring the IML Investment Team
READ
Economists can’t agree…
Has inflation peaked or not?
Will interest rates be higher or lower by year end?
Is the economy in for a hard or soft landing?
With the future unclear, and volatility still high, we’re focused on investing in resilient companies that are well-placed to perform well amid this uncertain economic environment.
Join our Investment Team for two interactive webinars where they will discuss the companies they’re backing to perform whichever way the tides turn, as well as portfolio updates and their key takeaways from Reporting Season.
Large cap update
- Wednesday, 15 March, 2023 | 11am AEDT
- Presented by Portfolio Manager Daniel Moore and Senior Equities Analyst Bruce Du
Small Cap update
- Thursday, 16 March, 2023 | 11am AEDT
- Presented by Senior Portfolio Manager Simon Conn and Portfolio Manager Marc Whittaker
Why Orica is set for explosive(s) growth
Featuring Simon Conn & Daniel Moore
IML portfolio managers Simon Conn and Daniel Moore discuss why […]
THE DIFFERENCE BETWEEN SPECULATING AND INVESTING
By Michael O'Neill
Most people would feel that they understand the difference between [&hellip...
3 reasons investors need to pay more attention to downside
By Daniel Moore
Novak Djokovic is, probably, the GOAT of tennis (Greatest Of […]
Metcash: add to cart?
Featuring Hugh Giddy & Tim Wood
Most investors think of Metcash as a food wholesaler to […]
Charter Hall Retail REIT – Stock of the Month October 2023
Featuring Michael O'Neill & Daniel Moore
IML is cautious on the real estate sector right now, […]
3 small caps in prime place for the next phase of the economic cycle
By Marc Whittaker
Some small caps have been re-rating recently, as investors have […]
Invest for value, not momentum
By Daniel Moore
One of the most basic economic concepts is the relationship […]
Webinar series – Positioning portfolios for the next phase of the eco...
Featuring Simon Conn, Marc Whittaker, Hugh Giddy, Daniel Moore and Tuan Luu
Positioning portfolios for the next phase of the economic cycle […]
WANT INSIGHTS THAT CUT THROUGH THE NOISE?
Subscribe to hear directly from IML’s Investment Team