IML reporting season update: large caps

In a special series of reporting season podcasts, IML’s portfolio managers give an update on the main themes they are seeing and performance of key stocks. In this podcast IML portfolio managers Hugh Giddy and Daniel Moore discuss:

• The health of the consumer
• The performance of banks and commodity prices
• Real Estate Investment Trusts (REITs) and the strength of office versus retail
• Key stocks including:
  • Brambles
  • Telstra
  • The Lottery Corporation
  • Aurizon

Podcast was recorded on 21 August.