All Episodes

Quality, income, and opportunity in a volatile market

What have the IML small cap team been buying?

How this software stock defied the SaaSpocalypse

Where is value on offer in the great AI selloff?

US core real estate 'historically' attractive

2025 was a golden year for small caps, but what else shone?

IML large cap wrap for 2025

IML's top small cap for 2025

IML large caps – Sept 2025 quarterly update

Investing in the transitions changing our world

Small caps big bounces: reporting season update

Reporting season: extreme reactions abound

IML small-mid cap funds – end of financial year 2025 update

IML large cap funds – end of financial year 2025 update

Is there still room to play offence with defence stocks?

It’s more uncertain today than at any time in my entire career

A contrarian manager sees potential upside in downside volatility

Medibank is up 25% this year, is there more in the tank?

How are IML’s small cap portfolios navigating the volatility?

“This should not have surprised anyone” Trump and the great rebalancing

Small-mid cap reporting season update – big swings, margin pressure

IML large cap reporting season update: defensive stocks doing well

Is this ASX healthcare stock ready to rocket post-merger?

Is the lower middle market the key to private assets alpha?

IML small-mid cap update – December quarter 2024

IML large cap wrap – December quarter 2024

What are the prospects for China’s steel and lithium industries?

This ASX 20 stock is up c. 35% in 2024, is there more to come?

How much more Nvidia and Apple do you need?

Large cap portfolio update – September quarter 2024

SMID cap portfolio update – September quarter 2024

How is the US economy performing and what does it mean for Australia?

Analysing Australia’s place in the Global Retirement Index

How Aziz Hamzaogullari and his team generate long-term alpha

3 small-mid caps with good earnings season results and 1 IML has been adding to on weakness

IML reporting season update: large caps

The big themes driving global equity returns

Reality bites the sandwich generation

IML large cap update - FY 2024

IML small cap update - FY 2024

Why bonds are back and bond basics

Is this small cap in the fast lane to the ASX 300?

How will Australia's $3.5 trillion wealth transfer reshape society?

Why has ResMed rocketed up and is the ride over?

Look beyond market darlings for AI winners

Australia’s economic future: insights from demographer Simon Kuestenmacher

IML large cap update - March quarter 2024

IML small cap update - March quarter 2024

Double trouble: the path to 52 million Australians