Investors Mutual

06/12/2022

“You can generate high income without taking an undue amount of equity market risk if you are really focused on quality and value and very selective,”

Some great advice from Mike O'Neill in this AFR article on whether you should be re-thinking your investment strategy for the new year.

Mike also discusses some of his top stock picks that are well placed to continue to succeed in a high inflation environment.
https://www.afr.com/wealth/personal-finance/how-to-tell-when-there-are-cracks-in-your-strategy-20221202-p5c399

The market downturn of 2022 will have many asking themselves if their strategy is up to scratch. But switching strategies isn’t always the solution.

03/10/2022

People are still spending, restaurants are full, what's the problem? Anton chats to Ross Greenwood on Sky News Australia
about the inflation challenge and implications for markets
https://www.youtube.com/watch?v=HCmrCVMCBlc

13/09/2022

Our founder, Anton Tagliaferro, will retire from IML in March 2023.

On his decision, Anton said:

“I believe that now is the right time to hand over to the next generation at IML. I know I leave our clients in safe hands with every confidence in the team’s ability to generate healthy returns moving forward. I would like to thank all of our clients who have supported IML over the past 25 years. Without you I would not have had the opportunity to do what I was passionate about every day.”

We know how important Anton has been to many of our clients, so there will be plenty of time to catch him over the next six months until he transitions the remainder of his responsibilities to the team in March next year.

07/09/2022

In this article IML portfolio managers Michael O'Neill and Daniel Moore discuss three key themes that will be critical for many companies in the year to come.

https://www.iml.com.au/news-and-views/insights/three-key-reporting-season-themes-will-drive-markets-year

04/08/2022

Looking for some deep value stocks? Marc Whittaker revealed 4 on
ausbiz where he's seeing deep value and strong tailwinds.
https://www.iml.com.au/news-and-views/insights/4-deep-value-small-caps-combat-volatility

26/07/2022

Very pleasing to see our Equity Income Fund receive more plaudits for its performance, ranking 3rd in Mercer's table of top performing Australian share funds of the last financial year.

https://okt.to/WVMn1e

Mercers coveted investment performance rankings show the median active fund manager beat their Australian shares benchmark in the June quarter, continuing a run of outperformance for active fund managers in the local sharemarket since the start of the Covid-19 pandemic.

25/07/2022

Which stocks are heading into the ASX 20 and which are on their way out?

Hugh Giddy joins Livewire Markets to give his views
https://okt.to/uRo7F2

25/07/2022

Are the worst-performing Aussie blue-chips due for a rebound?

Hugh Giddy joins Livewire Markets to give his views on three 'dogs of the ASX', plus one that could be due for a rebound
https://okt.to/klbaPI

19/07/2022

Great to see our Equity Income Fund named by Livewire Markets as one of the Top 5 performing Australian share funds of FY 22.

https://okt.to/uWBIfw