December 28, 2023

This article was originally published on 24 August 2023. The EV industry, with its eyes set on a trillion-dollar market value, is racing against time to replace the century-old internal combustion engines (ICE) that have long dominated the roads. As the demand for EVs skyrockets, the focus has shifted towards building the necessary infrastructure. However, […]

The S&P 500 finished marginally higher Thursday, closing in on a new all-time high in the penultimate trading day or what’s been a strong year for stocks. The broad market index added 0.04% to finish at 4,783.35, putting it within striking distance of its highest closing level set in January 2022 at 4,796.56. The Dow

This article was originally published on 30 August 2023. By Tuan Luu, Portfolio Manager, IML 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. When a company, an industry, or society goes through a major change

This article was originally published on 25 September  2023. King Canute, a legendary English monarch, once attempted to halt the relentless sea, illustrating the futility of opposing unstoppable forces. Similarly, the surge in EV sales, especially battery-powered types, defies attempts to slow it down. Recent events worldwide reflect this Canute-like behavior:The European Commission’s efforts to

A selection of some of the Industrials companies that presented with us in 2023. DroneShield (ASX:DRO) – Oleg Vornik – CEO & MD – DroneShield provides Artificial Intelligence based platforms for protection against advanced threats such as drones and autonomous systems. Silk Logistics Holdings (ASX:SLH) – Brendan Boyd – Managing Director & CEO – Silk

This article was originally published on 11 Oct 2023. According to the latest World Economic Outlook (WEO) from the International Monetary Fund (IMF), China and the EU are identified as the weak points in the global economy for 2024, with the US playing a stabilising role. China’s ongoing property crisis remains a concern, while the

This article was originally published on 30 August 2023. By Tim Wood, Portfolio Manager and Head of ESG, IML Both financial advisors and investors have told me that they don’t like to see companies spending money on ESG. Many see it as window dressing: fluffy stuff. It’s true that this can be the case, companies can waste

This article was originally published on 23 Aug 2023. The central theme driving the energy transition and decarbonisation efforts revolves around the objective of maximising the use of electricity and sourcing this electrical power from renewable and low-carbon origins. The potential inclusion of nuclear energy in this shift toward electrification is gaining traction. Many experts