What did August reporting season reveal about the outlook for Australian equities?

In this short discussion with Livewire Markets, Marcus Ryan (Portfolio Manager, Equity Income), Michael Steele (Co-Portfolio Manager, Small Cap Equities) and Joel Fleming (Portfolio Manager, Microcap Equities) to examine the company results that caught their attention and the opportunities the market might be overlooking.

The team identifies two standout results, two companies under pressure and a couple of potential sleeper stocks, debate the risks posed by persistent inflation, and explain why selectivity remains essential as market valuations rise.