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Everything from Tyndall AM

Transition of the Australian economy – What does it mean for rates and the dollar?

From Tyndall AM

For Sophisticated Investors Only Mining: How deep is the hole? Chart 1 shows that mining as a percentage of GDP is at record highs, although it has started to drop

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23 Jun 2014

Making the most of equity market anomalies – Part 3

From Tyndall AM

In the final of the three-part series, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore the case for concentrated portfolios. (Part 1 is available to read here and Part 2

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02 Jun 2014

Making the most of equity market anomalies – Part 2

From Tyndall AM

In the second of this three-part series, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore why low beta portfolios outperform high beta portfolios. (Part one is available

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05 May 2014

Making the most of equity market anomalies – Part 1

From Tyndall AM

In this three-part series on market anomalies, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore how investors can tap into what they believe are three consistent sources

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01 Apr 2014

Bob Van Munster to retire; Brad Potter becomes Tyndall AM’s head of Australian equities

From Tyndall AM

After almost 40 years in the industry, veteran Bob Van Munster has decided to retire as Tyndall AM’s head of Australian equities in September 2014. Brad Potter has been appointed

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21 Mar 2014

Assessing risk: low probability, high impact events

From Tyndall AM

Risk is a word that generally tends to be thought of in a negative light. However, in the investment world risk is a necessary part of investing and cannot be

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04 Mar 2014

2014: A transitional year for the iron ore and steel market

From Tyndall AM

The relationship between the supply of iron ore and steel consumption in China has been the dominant theme in the bulk commodity space for the past five years, as China’s

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10 Feb 2014

Even in a rising rate environment, bonds have an important role to play

From Tyndall AM

Over the past year or two, investors globally have become more wary about bonds, envisaging the end of the 30-year rally in bond yields. Yields on bonds remain relatively low,

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21 Jan 2014

Just how expensive are the banks?

From Tyndall AM

Australian banks have been among the strongest performing stocks in the Australian share market this year. Attractive dividend yields have been a primary driver of the banking sector’s outperformance in this

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11 Dec 2013

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