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.
a risk to dividends?
In this article, Michael Maughan, Portfolio Manager of the Tyndall Australian Share Income Fund, discusses the impact on the big dividend payers from decarbonisation and...
ESG INSIGHTS: Origin ramps up investment in cleaner energy sources
Origin Energy recently announced the early closure of its Eraring Power Station. This will reduce Origin’s carbon emissions, whilst allowing...Discover More ›
Being a Good Naber
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
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?
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
Suncorp and IAG delivered results this week that were ahead of market expectations, underpinned by strong written premium and volume...Listen Now ›
What’s driving equity income returns in 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
This profit season comes off the back of a global market sell-off as central banks begin to tighten monetary policy....Listen Now ›
ESG Insights: Cybercrime surges during pandemic
2021 saw a rapid increase in cybercrime due to COVID-19. What drove this surge? And what are governments and the...Discover More ›
ESG Insights: Banks funding renewables set to drive growth
The path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks...Discover More ›
Insurance Claims Heat Up
As global warming continues, so does the risk of severe weather events. What’s the long-term impact on the insurance sector...Discover More ›
The best and worst performers of reporting season
Week 4: 4-Minute Monday Reporting Season Podcast. Two themes dominated the month; the impact on Australian miners due to the...Discover More ›
Earnings beats, Woodside wins and Downer’s on the up and up
Week 3: 4-Minute Monday Reporting Season Podcast. Week three saw BHP and Woodside's much-anticipated merger get across the line, a...Discover More ›
The De-Carb Diet: Oil and gas in the energy transition
The path to New Energy The transition to New Energy is just that, a gradual transition. It is not the...Discover More ›
Suncorp, CBA and NAB deliver strong results, but will it last?
Week 2: 4-Minute Monday Reporting Season Podcast. It's been a stellar start to earnings season, with several companies reporting strong...Discover More ›
Fortescue and BHP set to deliver bumper dividends
Week 1: 4-Minute Monday Reporting Season Podcast. Australian miners have received a huge boost over the past year as the...Discover More ›
ESG Insights: Harvey Norman – the cost of good governance
Our approach to investment is centred on fundamental analysis of a company’s business and the industry in which it operates....Discover More ›
Green shoots emerge for dividends
Dividends have recovered a third of what they were pre-COVID-19, but as the economy bounces-back, these should return to prior...Discover More ›
ESG Insights: Crown Resorts: Opportunity for change
Following the damning findings from the Bergin Report into Crown Resorts, the company has been given the opportunity to rectify...Discover More ›
ESG Insights: A soft commodity providing cold, hard opportunity
On the wrong side of the ESG equation? The Tasmanian salmon industry has over recent years come under intense community...Discover More ›
Spotlight on sectors Will 2021 be the year for value?
The once-in-a-century pandemic that is COVID-19 has wreaked havoc on global economies and markets. A number of sectors that are...Discover More ›
ESG Insights: Who insures the insurers in a global pandemic?
Insurance cover has been the lifeline for families and businesses in times of crisis or disaster. But what about global...Discover More ›
ESG Insights: Banks are putting the squeeze on fossil fuels
With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a...Discover More ›
Rising from the ashes: IOOF reshapes & rebuilds
While the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry left many executive careers in tatters...Discover More ›
Move over growth, value is making a comeback
2020 saw a number of firsts, including a global pandemic, a short-lived recession and an unprecedented surge in equity markets....Discover More ›
ESG Insights: Ansell: How modern slavery is helping shape the future
Our approach to investment is centred on fundamental analysis of a company's business and the industry in which it operates....Discover More ›
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