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    31 July 2023

    Jason Kim, Portfolio Manager and Senior Analyst at Tyndall Asset Management sat down with Hans Lee at Livewire Markets last week for the latest episode in their ‘Signal or Noise’ series.

    Jason is joined by Shane Oliver (AMP) and Randal Jenneke (T. Rowe Price) to talk about the key macro drivers for the August reporting season.

    31 July 2023

    Jason Kim

    Portfolio Manager
    Is this now an opportunity for china exposed stocks?

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    Small caps with their own ‘moat’.

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    Who were the standout performers this season?

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    Tyndall AM deepens Small Caps team.

    NHS backlog and its impact on Australia’s top healthcare names.

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    Episode five: Amcor merges with Berry in $13bn deal.

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