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This week the RBA held its cash rate steady at 0.75% and made clear that it expects to hold again in December. It was able to send such a message without much fear of...

The RBA cut the official cash rate to a record low of 0.75% in October. And unless you’ve been hiding under a rock, you’ll know the big 4 are showing reluctance to...

The popular WAAAX stocks – Wisetech, Appen, Afterpay, Altium and Xero - saw their collective market cap increase more than twenty-fold through the last three...

Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer app’ of the energy industry, the...

When it comes to picking small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. Gary Rollo, Portfolio Manager of the...

If there was one thing we learnt during the federal election campaign this year it was how much was being spent – and promised to be spent - on infrastructure ...

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it. Episode...

There is a special cluster of industrial mid-caps on the ASX that are perennial crowd-pleasers, stocks that under-promise and over-deliver every reporting season,...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it Episode...

“Monetary policy cannot be the only game in town. It should be coupled with fiscal support,” said the IMF last week. The government is facing added pressure from the...

In 2017, WeWork's CEO said, somewhat emblematically: “Our valuation and size today are much more based on our energy and spirituality than on a multiple of revenue"....

Andrew McAuley, Chief Investment Officer at Credit Suisse, says that investors should not underestimate the role that principles around sustainability will play in...

Occasionally in small caps, a thematic arises where everything appears to line up perfectly. Regulatory, political and social factors converge to create a ‘perfect...

When managers refer to a company as being of high quality, this generally refers to the company’s metrics demonstrating strong financial statements, sustainable...

Former British Prime Minister Theresa May’s various Brexit plans and parliamentary votes were naturally of great interest to UK markets. But for the most part, the...

After ten years of monetary experimentation, following a 30-year bull market in US bonds and equities, there is genuine excess in financial markets. In contrast, many...

How can investors achieve attractive and reliable portfolio returns in this world of elevated asset prices, falling yields, lingering inflationary threats, and...

Warren Buffett’s favourite metric is return on equity, or ROE, which gives investors a measure of how well a company’s management team is using its equity to generate...

The current market environment is extraordinary with record low interest rates in Australia, and around the world. In IML’s view this is pushing investors into...