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.
The blue sky for rare earths now a bit cloudier.
Tesla claims it will eliminate the use of Rare Earths in its Electric Vehicles. Portfolio Manager Jason Kim investigates how realistic this claim is, drawing...
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...
Discover More ›
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...
Listen Now ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover more ›
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...
Discover More ›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...
Listen Now ›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...
Listen Now ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Listen Now ›
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....
Listen Now ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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...
Discover More ›
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....
Discover More ›
SIGN UP TO INSIGHTS AND NEVER MISS AN ISSUE
If you haven’t already, subscribe to Insights for the latest information on Australian Equities delivered directly to your inbox.
How to invest
For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.
