BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    24 May 2023

    In the final episode of this four-part series, Michael reveals the sector that he believes will outperform over the coming decade

    The energy sector has been a sporadic dividend payer over its history, but the outlook is defined by a structural undersupply story. Tyndall believes this will lead to consistently high payout ratios for shareholders.

    In the final episode of this four-part series, Michael digs into this thesis by highlighting one energy sub sector that will carry the energy transition – and why this is good news for income investors.

    Watch the next episode in the series

    24 May 2023

    Michael Maughan

    Portfolio Manager
    NHS backlog and its impact on Australia’s top healthcare names.

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    Episode five: Amcor merges with Berry in $13bn deal.

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    Tyndall AM announces new leadership.


    Combating the rise of illegal tobacco trade in australia.

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    Small caps: An election ‘Trump’ card for 2025?

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    Episode three: From crude to pump: unpacking Australia’s petrol price cycle.

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