Featuring Simon Conn, Marc Whittaker, Hugh Giddy, Daniel Moore and Tuan Luu
Positioning portfolios for the next phase of the economic cycle
Interest rates appear to be nearing their peak and inflation has reduced, but it remains sticky. Trading conditions remain very mixed for businesses.
Some businesses are thriving, while others are just surviving.
In this webinar series IML’s Investment Team will cover:
1. The main themes likely to influence markets over the next 6-12 months
2. The types of businesses likely to succeed in the next phase of the economic cycle, and the key characteristics they share
3. The recent performance of IML’s funds and key stocks
4. Where the team are finding opportunities to capitalise on the changing economic conditions
CPD hours will be available for those who attend the live webinars. Please allow 2 weeks for the certificate to be issued.
Small cap presented by Simon Conn & Marc Whittaker
Thursday 19 October | 11.00am AEDT | WATCH RECORDING
Funds covered | Future Leaders Fund | Australian Smaller Companies Fund | Small Cap Fund
Large cap presented by Hugh Giddy & Daniel Moore
Tuesday 24 October | 11.00am AEDT | WATCH RECORDING
Funds covered | All Industrial Share Fund | Australian Share Fund | Concentrated Australian Share Fund | Equity Income Fund
Private Portfolio: negotiating uncertainty presented by Marc Whittaker & Tuan Luu
Our Private Portfolio Fund uses a dynamic, opportunistic approach to investing that leverages IML’s skills in stock selection and income generation combined with corporate events (like demergers, takeovers and capital issues) to deliver consistent returns with lower volatility than the ASX and greater resilience when markets drop.
Tuesday 31 October | 11.00am AEDT | WATCH RECORDING
Fund covered | Private Portfolio Fund
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