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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
    A trip to the US: Lessons in avoiding value traps.

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    The big calls of 2024 – where are they now (and what’s next?).

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    ESG INSIGHTS: BHP’s emissions reduction pathway.

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    Walking a tightrope between economic uncertainty and value opportunity.

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    Improving after tax returns within Equities.

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    ESG INSIGHTS: Is PFAS the next asbestos?

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