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    07 March 2023

    A review of the February 2023 reporting period

    The Tyndall AM team looks back at how Australia’s listed companies performed through February amidst various trends and challenges, including the impact of rising interest rates, higher insurance claims, elevated energy costs and a tightening regulatory environment.

    Brad Potter (Head of Australian Equities), Jason Kim (Portfolio Manager), Michael Maughan (Portfolio Manager), and Stefan Hansen (Senior Analyst) discuss this and more in their earnings season wrap.

    07 March 2023

    Brad Potter

    Head of Australian Equities
    A trip to the US: Lessons in avoiding value traps.

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    The big calls of 2024 – where are they now (and what’s next?).

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    ESG INSIGHTS: BHP’s emissions reduction pathway.

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    Walking a tightrope between economic uncertainty and value opportunity.

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    Improving after tax returns within Equities.

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    ESG INSIGHTS: Is PFAS the next asbestos?

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