The August reporting season always offers valuable insights into the health of corporate Australia and the opportunities emerging across the market. Overall, earnings and dividends proved more resilient than expected, with investors rewarding companies with strong fundamentals and punishing those facing a weaker outlook.

In this interview with Livewire Markets, Marcus Ryan (Portfolio Manager, Equity Income), Michael Steele (Co-Portfolio Manager, Small Caps) and Joel Fleming (Portfolio Manager, Microcap Equities) unpacks the key themes from this latest reporting period. The discussion covers the resurgence of resources, the evolving impact of AI, opportunities in large caps, small caps and microcaps, and unpicking what recent results reveal about consumer spending, healthcare and Australia’s housing market.

The team also highlights six stocks currently attracting their attention, spanning sectors including energy, resources, financial services, payments, software and infrastructure.