ASX 100

CSL has already doubled off its May lows. Will Dougal Maple-Brown’s other shocking prediction land?

With cash offering attractive yields once again, Soul Patts CEO Todd Barlow explains why the bar for taking risk has risen.

One could triple, another is being hurt by unusually lucky punters, while the third is riding the huge electricity infrastructure build-out.

When prices become disconnected from fundamentals, who in the portfolio is actually looking for the difference?

CSL was Hofflin's top fallen angel pick. Now he's revisiting the basket and backing another beaten up stock that's down 96% from its highs.

Everyone wants copper exposure. Fewer have looked at why the supply side can't be fixed with money or time.

L1 Capital's James Hawkins on why a once-in-45-year jackpotting slump created a buying opportunity in Australia's lottery operator.

The lithium price is tumbling again, dragging ASX lithium stocks with it, but a major investment bank thinks sellers have misread the signs.

Schroders on the bond market threat and where the team is finding value in Australian equities.

A rate hike is likely, what's more important is where it looks like things go next.

Reporting season, elevated markets and a changing tax environment are putting a renewed focus on how investors generate reliable income.

There's 7 core drivers of a commodities cycle that's been decades in the making. Here's where Darko Kuzmanovic is seeing the opportunities.

Reporting season is over and I explore Market Index’s low PE stocks with strong broker conviction.

Open along strike, scoping vs feasibility study, NPV. Mining announcements are written in a dialect all their own – here’s the translation.

Trump's tariffs are driving more volatility in the copper price. But is buying the dip wise?

Forget the holds and sells. Two fund managers pitch 11 commodity stocks they like across five of the market’s most important segments.

Resources and healthcare continue to benefit from powerful tailwinds, while banks and consumer-facing businesses face growing challenges.

Final stats, notes and observations from the August reporting season that has failed to improve sentiment for Australian equities

What the August Reporting season tells us about the next wave of dividend darlings and how investors can capture stronger yield

We rated just 46 of 279 companies a BUY this reporting season, and the best opportunities we found were anything but exciting.

From copper and AI-driven demand to rising capex and execution risk, Portfolio Manager for the Fidelity Australian Equities Fund, Sam Heithersay and Mining Analyst,...

Reporting season wasn't just about earnings. The outlook mattered more.

Reporting season is done and dusted. In this episode of Buy Hold Sell, we assess the standouts and casualties at the top end of town.

Argonaut's David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move.