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    Insights from those in the know

    While our contributors are from all walks of life, there is one thing they have in common: a passion for investing and interpreting markets. Read insights from the team that manages our funds, watch videos that deep dive investments, and catch the latest podcast episodes that explore markets and trends.

    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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    The best and worst performers of reporting season.

    August 2021

    Week 4: 4-Minute Monday Reporting Season Podcast. Two themes dominated the month; the impact on Australian miners due to the...

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    Earnings beats, Woodside wins and Downer’s on the up and up.

    August 2021

    Week 3: 4-Minute Monday Reporting Season Podcast. Week three saw BHP and Woodside's much-anticipated merger get across the line, a...

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    The De-Carb Diet: Oil and gas in the energy transition.

    August 2021

    The path to New Energy The transition to New Energy is just that, a gradual transition. It is not the...

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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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    Fortescue and BHP set to deliver bumper dividends.

    August 2021

    Week 1: 4-Minute Monday Reporting Season Podcast. Australian miners have received a huge boost over the past year as the...

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    ESG Insights: Harvey Norman – the cost of good governance.

    July 2021

    Our approach to investment is centred on fundamental analysis of a company’s business and the industry in which it operates....

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    Green shoots emerge for dividends.

    May 2021

    Dividends have recovered a third of what they were pre-COVID-19, but as the economy bounces-back, these should return to prior...

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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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    ESG Insights: Ansell: How modern slavery is helping shape the future.

    October 2020

    Our approach to investment is centred on fundamental analysis of a company's business and the industry in which it operates....

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