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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.

    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 requires...

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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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    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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