Video | Reporting Season Update with Rob Tucker

25 Jul 2024 | 1 min read

The August reporting season has highlighted two ongoing trends that have persisted over the past year. Firstly, the banking sector continues to outperform the resources sector, solidifying its position as a leading force within the ASX 300. Secondly, the technology sector’s strong earnings per share (EPS) momentum continues to be rewarded with price-to-earnings (PE) expansion.

Updated: 03 Jul 2026

Australian Equities in an “Emotional Recession” | Inside the Rope with David Clark

Is the AI boom starting to look like late 1998? Where are the greatest risks and opportunities for investors right now? Rob Tucker shares his high-conviction views on the forces shaping markets and how he is positioning portfolios in response. From the questionable sustainability of the global AI CapEx boom… to Australia’s subdued business confidence...

RMBS: One of the Fastest Growing Asset Classes You’ve Never Heard of

Residential mortgage-backed securities (RMBS) are one of the fastest-growing areas of Australia’s fixed income market, yet the asset class remains relatively unfamiliar to many investors. In this webinar, Scott Rundell, Chief Investment Officer at Mutual Limited, joins John Clothier, General Manager of Distribution at Copia Investment Partners, to explore how Australian RMBS works, what is...

Quarterly Update – June 2026 with Rob Tucker

The following video summarises key themes from the quarterly update. To read the full quarterly report, click here. Video view time: 8:32 0:05 What are the major themes running through equity markets in 2026? 3:09 How does Chester combat this as an Australian equity investor? 4:28 How is the portfolio positioned? Transcript Q1. What...

See All

Video | Reporting Season Update with Rob Tucker

Related Posts

Australian Equities in an “Emotional Recession” | Inside the Rope with David Clark

RMBS: One of the Fastest Growing Asset Classes You’ve Never Heard of

Quarterly Update – June 2026 with Rob Tucker

Get the latest market insights, investment updates, and news from our specialist fund managers delivered straight to your inbox.

Contact us

Melbourne (Head Office)

Sydney

Brisbane