The big themes from reporting season

Reporting season is a busy and exciting time for all investors, this one more than most. Volatility has been a common factor this time around, with some huge moves in both directions. Expectations were low coming in, but there have been some big surprises, with energy and making up every one of the top ten biggest gains from the first 2 weeks of February. As mining stocks rally, and some popular growth stocks look crowded, is this the start of a new trend? In this thematic discussion, we asked Ben Rundle from NAOS Asset Management and Don Williams from Platypus Asset Management what they thought the big themes from reporting were, and where they see the markets going for the rest of the year.