MORE THAN
TWO CENTS’ WORTH.

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

December 2024

I recently spent a week in London and Dublin attending the Jefferies Healthcare conference. The conference was attended by many...

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

December 2024

Amcor’s planned merger with Berry Global is expected to strengthen its position as a leading global packaging provider. In episode...

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Combating the rise of illegal tobacco trade in australia.

December 2024

Smoking has long been a significant public health challenge in Australia, contributing to preventable deaths and placing a heavy burden...

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Small caps: An election ‘Trump’ card for 2025?

November 2024

The recent US election has had strong reverberations across equity markets internationally and in Australia. Here, Tyndall Asset Management’s James...

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Episode three: From crude to pump: unpacking Australia’s petrol price cycle.

November 2024

What’s next for Australia’s volatile petrol prices? Michael Ward (Senior Research Analyst) has one simple message: don’t rush to the pump...

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PFAS: The risks, opportunities, and an Australian company to watch.

October 2024

I recently returned from the USA, spending a week travelling across five states from the West Coast to the East...

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Episode two: Rio-Arcadium deal affirms Rio’s confidence in lithium.

October 2024

In episode two of the 'Value Added Insights' series, Tom Hays (Senior Analyst, Tyndall AM) delves into the acquisition of...

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ESG INSIGHTS: Nuclear’s role in decarbonisation.

October 2024

Reviewing the recent US Department of Energy’s “Pathways to Commercial Liftoff: Advance Nuclear” is a refreshing analysis of nuclear as...

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Episode one: Is this the start of the great rotation into resources?

October 2024

In the first episode of our 'Value Added Insights' series, Michael Maughan explains why the team is bullish on the...

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Have ASX iron ore stocks found their floor?

September 2024

  Iron ore prices may have finally found some stability moving forward   Recently, the People’s Bank of China (PBOC)...

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ESG INSIGHTS: China emerges as green energy leader.

September 2024

I recently spent a few days in Hong Kong meeting with Asian companies and experts to explore China’s economic shift...

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August reporting season wrap up.

September 2024

Our large-cap and small-cap experts have combed through the details of the August reporting season to discuss the highs, lows,...

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August Reporting Season – Week Three Update.

August 2024

The third week of reporting season is always busy, with some 110 companies reporting that represent $716bn of market capitalisation....

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August Reporting Season – Week Two Update.

August 2024

As the 2024 reporting season moves past its second week, the Australian equity market has experienced a mix of positive...

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Small and microcaps: seizing opportunities.

August 2024

While small and microcap companies are more vulnerable to volatility and economic conditions, this also creates opportunities.  Since August 2021,...

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

July 2024

Travel, asset tours, and spending time with line or operational managers is part of the everyday research effort in investment...

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

July 2024

  In an excerpt from a recent interview with Livewire Markets' Glenn Freeman, Tyndall AM's Brad Potter (Head of Australian...

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ESG INSIGHTS: BHP’s emissions reduction pathway.

July 2024

BHP Group Limited (BHP), a global mining giant, has reaffirmed its commitment to sustainability through an in-depth decarbonisation strategy, which...

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Walking a tightrope between economic uncertainty and value opportunity.

May 2024

The New Zealand economy faces challenges on multiple fronts. With uncertainty at peak levels, there certainly appears to be a...

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Improving after tax returns within Equities.

May 2024

The new financial year presents an opportunity to reassess and adjust clients' portfolio allocations. This is particularly relevant for investors...

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ESG INSIGHTS: Is PFAS the next asbestos?

April 2024

  Man-made hazardous byproducts have long been an issue for our health and the environment. Many people understand the deadly...

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ESG INSIGHTS: The future of mining with AHS.

April 2024

  Imagine a colossal gold mine, Australia's largest no less, where its scale and longevity could be confused for an...

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Expert insights into reporting season.

March 2024

  The Australian economy proved far more resilient than the market expected this reporting season, with beats outnumbering misses. To...

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The big picture: what lies ahead for 2024?

December 2023

  The presence of looming geopolitical hotspots and the shocking Israel-Hamas conflict sparks obvious questions about the global economic outlook....

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5 low P/E stocks with top management teams.

November 2023

Jason Kim, Senior Portfolio Manager at Tyndall joined Livewire Markets for an episode of this week's 'Buy Hold Sell' series....

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3 stocks on the rise (and 2 beaten-down darlings).

November 2023

Jason Kim, Senior Portfolio Manager at Tyndall joined Livewire Markets for an episode of this week's 'Buy Hold Sell' series....

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ESG INSIGHTS
Where nature meets business: The TNFD framework.

October 2023

The Taskforce on Nature-related Financial Disclosures (TNFD) is an international initiative that is developing a framework for companies and financial...

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ESG INSIGHTS:
Can renewables get the world to net zero by 2050?

October 2023

A broadly held expectation is that the world will transition to net zero carbon by 2050, underpinned by the development...

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Cutting through the noise in healthcare.

October 2023

The healthcare system in the US is opaque, complex and highly fragmented – and the major market for the ASX’s...

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ESG INSIGHTS:
Corporate Performance in Indigenous reconciliation.

October 2023

With the upcoming Voice referendum in Australia, the nation stands on the cusp of a significant constitutional change, emphasising the...

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Expert insights into reporting season.

September 2023

Top themes and surprising stock picks Every reporting season sees winners and losers thanks to prevailing marketing conditions. For some...

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Five growing small caps for FY24.

August 2023

Tim Johnston, Portfolio Manager at Tyndall Asset Management joined Livewire Markets for an episode of their 'Buy Hold Sell' series....

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On the hunt for tomorrow’s CSL.

August 2023

Tim Johnston, Portfolio Manager at Tyndall Asset Management joined Livewire Markets for the latest episode in their 'Buy Hold Sell'...

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Five emerging healthcare heroes.

August 2023

Tim Johnston, Portfolio Manager at Tyndall Asset Management joined Livewire Markets for the latest episode in their 'Buy Hold Sell'...

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7 key themes (and 4 stocks) to watch this reporting season.

July 2023

Jason Kim, Portfolio Manager and Senior Analyst at Tyndall Asset Management sat down with Hans Lee at Livewire Markets last...

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How bad will the fixed-rate mortgage cliff be?

July 2023

In an episode of Livewire Markets' Buy Hold Sell, Michael Maughan caught up with Ally Selby and Andrew Martin (Alphinity...

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ESG INSIGHTS:
Will service stations be stranded assets?

June 2023

At the same time as we are seeing global policy initiatives seeking to further accelerate the uptake of electric vehicles...

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US Industrials tour: putting the pieces together.

June 2023

I recently spent eight days in the US attempting to measure the pulse of the economy. Travelling across six cities...

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ESG INSIGHTS:
Insurers in the eye of the storm.

June 2023

Climate change - an underlying challenge As we discussed in our paper ESG INSIGHTS: INSURANCE CLAIMS HEAT UP, the climate...

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Why conditions are ripe for a massive snapback to value.

June 2023

After 12 years value is making a comeback. With inflation and interest rates still at elevated levels and growth stocks...

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Uncovering hidden dividend gems.

May 2023

In the final episode of this four-part series, Michael reveals the sector that he believes will outperform over the coming...

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Dividend value traps and how to avoid them.

May 2023

Uncovering what investors are missing when looking at high-dividend companies and how to avoid dividend traps   Successful income investing...

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Peak profitability over for the banks.

May 2023

The big four banks have reported strong profits this season on the back of interest rate hikes. However, mounting pressures...

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Unveiling three misconceptions of equity income funds.

May 2023

Three common misconceptions of equity income funds and why they offer investors a more consistent yield than traditional asset classes...

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The blue sky for rare earths now a bit cloudier.

May 2023

Tesla claims it will eliminate the use of Rare Earths in its Electric Vehicles. Portfolio Manager Jason Kim investigates how...

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Australian residential construction heading for a significant downturn.

May 2023

Over the last three decades there have been five Reserve Bank of Australia (RBA) official cash rate (OCR) tightening cycles...

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Capturing income and growth.

May 2023

Michael Maughan reveals how equity income funds are delivering the income and stability retirees are seeking in today’s volatile markets. ...

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Lithium value emerging, focus on critical minerals and has cost inflation plateaued?

April 2023

Our most recent trip to Perth saw us meet with producers, developers and industry aspirants across a range of commodity...

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Uncovering hidden value during February reporting season.

March 2023

A review of the February 2023 reporting period The Tyndall AM team looks back at how Australia’s listed companies performed...

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Here are our favourite stock picks for 2023.

February 2023

While growth stocks were plummeting in 2022, our team was busy examining company financial statements, researching industry dynamics and meeting...

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ESG INSIGHTS:
Inflation Reduction Act paves way for renewables supercycle.

February 2023

The recently passed Inflation Reduction Act (IRA) is poised to have a significant impact on the US economy, especially in...

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Value is up – and we know how to find it.

February 2023

As one of Australia’s largest and most experienced Australian equity managers, we’ve navigated our way through our fair share of...

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Discover why value is outperforming growth.

February 2023

After 12 years value is making a comeback. With inflation and interest rates on the rise and growth stocks trading...

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The Tyndall approach to value investing.

February 2023

We have a long history in active value investing, delivering excess alpha over the 27-year life of our process.  Our...

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Will Australia survive or thrive? What to expect in 2023.

December 2022

While there's no question that 2022 has been an incredibly challenging year, Brad Potter, Head of Australian Equities at Tyndall...

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Notes from the road: Energy transition versus security.

December 2022

It's been a tumultuous year for global energy markets; the Ukraine conflict exposed Western Europe's over-reliance on Russian hydrocarbons while...

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ESG INSIGHTS: Tyndall’s review of carbon regulation.

November 2022

At Tyndall, our research is focused on discovering the long-term value of the companies we cover. Specifically, we look to...

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ESG INSIGHTS: The value in securing critical mineral supplies.

October 2022

ESG forms an integral part of our process when looking at resource companies within our investment universe. Our in-depth analysis...

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Coles’ margins tighten, Iluka guides higher.

August 2022

Last week saw Coles report a result that met expectations, but the supermarket retailer's outlook commentary was met with a...

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BHP & Santos confirm cash flow bonanza.

August 2022

The third week of the August rush saw a wave of earnings updates from Australian corporates. BHP was a genuine...

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QBE delivers, but big banks disappoint.

August 2022

Week two of the August reporting period saw QBE deliver a strong first half result that suggests upside in both...

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Expecting a mixed reporting season.

August 2022

This coming reporting period follows an extraordinary period of monetary tightening across the globe, with many corporates continuing to grapple...

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Why are insurance stocks undervalued?

June 2022

There are a number of unique characteristics that make the insurance sector attractive in the current environment, including some company-specific...

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ESG INSIGHTS: Decarbonisation – a risk to dividends?

May 2022

In this article, Michael Maughan, Portfolio Manager of the Tyndall Australian Share Income Fund, discusses the impact on the big...

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ESG INSIGHTS: Origin ramps up investment in cleaner energy sources.

May 2022

Origin Energy recently announced the early closure of its Eraring Power Station. This will reduce Origin’s carbon emissions, whilst allowing...

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ESG INSIGHTS:
Being a Good Naber.

April 2022

Whenever stranded assets are mentioned we are likely to conjure the image of a dilapidated oil terminal that no longer...

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Rio Tinto makes history, but Ukrainian tragedy looms.

February 2022

Who were the winners of the February 2022 Reporting Season? Last week saw Rio Tinto announce a record result, confirming...

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Strong energy results, but who’s suffering inflation & labour pains?

February 2022

Woodside outperformed the market this week, with standout cashflows, and earnings and the dividend ahead of expectations. For other companies,...

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Insurers deliver, but Australia’s banks remain split in two.

February 2022

Suncorp and IAG delivered results this week that were ahead of market expectations, underpinned by strong written premium and volume...

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What’s driving equity income returns in 2022?

February 2022

The first few weeks of 2022 have brought sharply higher inflation data and a spike in equity market volatility, raising...

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Higher operating costs to dampen results this profit season.

February 2022

This profit season comes off the back of a global market sell-off as central banks begin to tighten monetary policy....

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ESG Insights: Cybercrime surges during pandemic.

February 2022

2021 saw a rapid increase in cybercrime due to COVID-19. What drove this surge? And what are governments and the...

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ESG Insights: Banks funding renewables set to drive growth.

December 2021

The path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks...

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ESG Insights:
Insurance Claims Heat Up.

December 2021

As global warming continues, so does the risk of severe weather events. What’s the long-term impact on the insurance sector...

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Suncorp, CBA and NAB deliver strong results, but will it last?

August 2021

Week 2: 4-Minute Monday Reporting Season Podcast. It's been a stellar start to earnings season, with several companies reporting strong...

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ESG Insights: Crown Resorts: Opportunity for change.

March 2021

Following the damning findings from the Bergin Report into Crown Resorts, the company has been given the opportunity to rectify...

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ESG Insights: A soft commodity providing cold, hard opportunity.

March 2021

On the wrong side of the ESG equation? The Tasmanian salmon industry has over recent years come under intense community...

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Spotlight on sectors Will 2021 be the year for value?

January 2021

The once-in-a-century pandemic that is COVID-19 has wreaked havoc on global economies and markets. A number of sectors that are...

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ESG Insights: Who insures the insurers in a global pandemic?

December 2020

Insurance cover has been the lifeline for families and businesses in times of crisis or disaster. But what about global...

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ESG Insights: Banks are putting the squeeze on fossil fuels.

December 2020

With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a...

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Rising from the ashes: IOOF reshapes & rebuilds.

December 2020

While the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry left many executive careers in tatters...

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Move over growth, value is making a comeback.

December 2020

2020 saw a number of firsts, including a global pandemic, a short-lived recession and an unprecedented surge in equity markets....

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