BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


    AdviserIndividualWholesale
    $

    21 February 2022

    Woodside outperformed the market this week, with standout cashflows, and earnings and the dividend ahead of expectations.

    For other companies, however, inflationary pressures and labour shortages are finding their way into prices and bringing a potential headwind for future profitability. But how much of this is a transitory impact of COVID?

    M&A, meanwhile, continues at pace, with Crown agreeing to a takeover offer this week, and private equity and pension funds continuing to compete for hard, long duration assets.

    Brad Potter, Tyndall AM’s Head of Australian Equities, details his views in episode three of the February 2022 4-Minute Monday podcast.

    21 February 2022
    Value is up – and we know how to find it.

    Discover More


    Discover why value is outperforming growth.

    Discover More


    The Tyndall approach to value investing.

    Discover More


    Notes from the road: Energy transition versus security.

    Discover More


    ESG INSIGHTS: Tyndall’s review of carbon regulation.

    Discover more


    ESG INSIGHTS: The value in securing critical mineral supplies.

    Discover More


    Coles’ margins tighten, Iluka guides higher.

    Listen Now


    BHP & Santos confirm cash flow bonanza.

    Listen Now


    QBE delivers, but big banks disappoint.

    Listen Now


    Expecting a mixed reporting season.

    Listen Now


    ESG INSIGHTS: Decarbonisation – a risk to dividends?

    Discover More


    ESG INSIGHTS: Origin ramps up investment in cleaner energy sources.

    Discover More


    ESG INSIGHTS:
    Being a Good Naber.

    Discover More


    ESG Insights: Cybercrime surges during pandemic.

    Discover More


    Uncovering hidden value during February reporting season.

    Discover More


    Here are our favourite stock picks for 2023.

    Discover More


    Inflation Reduction Act paves way for renewables supercycle.

    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.