Is ESG spend by companies good or bad? It depends
Both financial advisors and investors have said that they don’t like to see companies spending money on ESG. Many see it as window dressing.
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How to use M&A and other corporate events as investment opportunities
There are many different ways of making money in the stock market, but at IML the one thing we’ve found most consistently generates winners is significant moments of change.
Read MoreProtecting Wealth in Inflationary Times
As you sip your morning coffee and read this, Hugh Giddy from Investors Mutual has a few questions he’d like you to consider.
Read MoreTelstra: The dominant Telco player
Lucas Goode explains why IML sees Telstra as the dominant telecom player that is well-placed to provide attractive returns to investors in years to come.
Read More3 Companies IML Is Backing Whichever Way the Wind Blows
In times like this, with heightened volatility and uncertainty, IML’s Bruce Du suggests three quality companies better placed to ride out the rough weather.
Read More3 Small Caps Set for Long-Term Success
Simon Conn and Marc Whittaker from IML explain why they believe that, as things currently stand, small cap industrials are well positioned for long-term investors.
Read MoreIncome Is in: Time to double down on dividends
IML’s Michael O’Neill explains why, with capital growth likely to be lower in the medium-long term, he believes it’s the right time to place greater focus on income.
Read MoreWhere are Australian Interest Rates Heading and What Does this Mean for Stocks?
After many years of near zero interest rates, 2022 has been characterised by a reversal of this with Central Banks around the world raising interest rates to combat inflation.
Read MoreThe Impact of Higher Interest Rates on Company Earnings
IML’s Daniel Moore looks at how, apart from the impact that higher bond yields have on valuations, rising short term interest rates directly impact company earnings.
Read MoreInflation: The damaging misjudgement
Hugh Giddy from IML looks at how we got into the current high inflation environment and how central banks, governments and economic modelling have all contributed to it.
Read MoreThree Reporting Season Themes that Will Drive Markets this Year
For Michael O’Neill and Daniel Moore from Investors Mutual, the key themes that stood out from the recent reporting season were inflation, consumer spending and cashflow.
Read MoreThe Case for Global SMID Caps
While many Australians own shares, only 15% of Australian investors directly own international shares and the percentage that own small and mid-cap international shares is even lower.
Read MoreWhy the Fed Isn’t Riding In to Rescue Markets
Investors have long presumed that if markets ever fell significantly, the Fed would step in to save the day. But right now, that’s not happening. Daniel Moore from IML explains why.
Read MoreNavigating the Recent Volatility in the Australian Sharemarket
While the situation will remain uncertain for some time, it is clear that equity markets are returning to fundamentals where profits, cash flows and solid balance sheets matter.
Read MoreHow to Generate Dependable Income in a Volatile Market
When the market’s going well many people forget about income. This all changes in volatile times, particularly if your investments are your main source of money coming in.
Read MoreFinding Value: Better reception at TPG
Lucas Goode & Simon Conn from Investors Mutual unpick telco TPG, which they believe has a number of drivers working in its favour that will likely improve earnings going forward.
Read MoreInvestors Mutual Discuss Rising Interest Rates
Investors Mutual Portfolio Manager Daniel Moore discusses with Head of Retail Wayne McGauley how the prospect of rising interest rates is affecting markets.
Read MoreCashflows Stay Strong During COVID-19
The positive results from core shareholdings for 2021 FY reiterate why Investors Mutual invests in good quality, well-established businesses which produce real cashflows, earnings, and dividends.
Read MoreKey Tenets for Managing Small-Cap Risk
With certain sectors at extreme valuations, managing risk is more important than ever when investing in small caps. Marc Whittaker and Phillip Gray from Investors Mutual discuss their key tenets for managing risk in the small-cap sector.
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