Reporting season: extreme reactions abound

IML portfolio managers Hugh Giddy and Daniel Moore talk to Gavin Butt about how extreme reactions to relatively run-of-the-mill results have turned this into a very volatile reporting season. In the full podcast they discuss:

• The main takeaways from reporting season
• The key results they think investors should pay attention to
• How IML’s holdings have performed
• And how their future outlook has changed with what they’ve learned in the past month