Recorded 2 March 2026

Reporting season delivered surprises, misses and a few under‑the‑radar winners — and our Australian equities team was there to observe it all.

In this rapid‑fire conversation, Portfolio Managers Marcus Ryan (Large caps), Michael Steele (Small caps) and Joel Fleming (Microcaps) catch up with Chris Conway from Livewire Markets to unpick the biggest shocks, standout results, sleeper stocks and key sector risks shaping markets right now.

From hospital operators and mining services to microcap MedTech and AI‑linked data centres, the team shares what caught their eye and where they’re seeing both opportunity and danger in the current environment.

Watch the discussion below and read Livewire’s full take here.