ASX 100

Where dispersion in markets is set to rise, stock picking and making active and well-researched calls will be as relevant as ever

Also at RRS, Liontown stablemate Minerals 260 will outline its lithium hunt, as will Delta, while several gold stocks will unveil assays.

As part of Livewire's Undiscovered Series, Plato's Dr David Allen shares the long and short opportunities he is identifying today.

In this episode, Plato's Peter Gardner and Antares' Andrew Hamilton analyse three dividend darlings facing headwinds from here.

The daily Match Out report for Thursday 11 May with Market Matters' James Gerrish.

We provide our thoughts on the recent Big Four bank reporting season results.

Appearances can hide the real picture, as is the case in today's financial markets.

From key transaction details to the potential bump for Allkem's valuation. Here's everything you need to know about the $10bn merger.

Small caps might typically be a high growth, volatile market, but incorporating a value style could be a game-changer.

Get up to date on overnight market activity and the big events for the day.

Most experts rule out a soft-landing recession, including those at ClearBridge Investments. Here's why and what investments to look at.

Cash flow is king and not every company will be able to back up its stories with facts.

With spot prices trading below the investment bank's short-term forecasts, analysts continue to expect long-term outperformance.

In the AFR today I share some views on why we think Australian bank shareholders are vulnerable. Here's more on Antipodes' thesis.

Get up to date on overnight market activity and the big events for the day.

The daily Match Out report for Tuesday 9 May with Market Matters' James Gerrish.

Macquarie noted four key market themes, upgraded some stocks and downgraded others in its 2023 Conference. In this wire, I'll explore these.

Tesla claims it will eliminate the use of Rare Earths in its Electric Vehicles. What could this mean for markets?

Morgan Stanley observes improving sentiment, a decline in midstream inventories and disappointing supply growth for lithium markets.

The daily Match Out report for Monday 8 May with Market Matters' James Gerrish.

Geologist, James Cooper, offers his take on why developers could be entering a Goldilocks period as the lithium sector braces for a recovery

Incitec Pivot (ASX: IPL)  is a key holding in the Firetrail Absolute Return Fund. Incitec Pivot consists of two businesses: 1. Explosives – Incitec Pivot...

In a world where inflation remains sticky and interest rates continue to tick higher, investors can still uncover sustainable yield.

The daily Match Out with Market Matters' James Gerrish for Friday 5 May