The August reporting period is an important time for companies and investors alike. Results can drive share prices for the next six months and beyond, and investors often make buying and selling decisions based on a big beat or miss.

So what can investors take from this latest round of corporate updates?

To provide their view on the big themes, key sectors, and compelling stock opportunities emerging from this latest reporting period, Yarra’s Australian equities team sat down with Christopher Conway from Livewire Markets.

Marcus Ryan (large caps), Michael Steele (small caps) and Joel Fleming (micro caps) unpick their major highlights, lowlights and key holdings for the period ahead.

Time stamps

0:27 – Characterising the season
2:04 – What were the major themes?
3:43 – Highlight of the season
4:30 – Lowlight of the season
5:01 – Large cap opportunities: quality income
6:36 – Large cap opportunities: healthcare
7:56 – Is 2024 still the year of small caps?
9:04 – Earnings growth outlook for small caps
10:01 – Lower rates and their impact on micro caps
11:12 – Two high-conviction micro cap ideas
12:37 – The resources sector and the one (commodity) above all
14:05 – Large cap resources pick
14:51 – Small cap resources pick
15:50 –  Micro cap resources pick
16:59 – Innovation and value creation
17:24 – Innovative micro cap
18:20 – Innovative small cap
19:04 – Innovative large cap