With a volatile ASX reporting season now concluded, Yarra Capital Management’s equities team sat down with Chris Conway from Livewire Markets to debate the key takeaways.

During the discussion, Marcus Ryan (Deputy PM, Large Caps), Michael Steele (Co-PM, Small Caps) and Joel Fleming (PM, Microcaps) cover a number of themes, including the key drivers of current market volatility, where they’re seeing value (and where not), momentum in small caps, and surging M&A in the micro cap market.

The team also names a number of preferred stocks for the period ahead.