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.
Coles’ margins tighten, Iluka guides higher.
Last week saw Coles report a result that met expectations, but the supermarket retailer's outlook commentary was met with a tepid market response reflecting a...
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...
Listen Now ›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...
Listen Now ›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...
Discover More ›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...
Listen Now ›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,...
Listen Now ›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...
Discover More ›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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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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