ASX 100

With the market starting to get a bit wild and silly, its time for a good contrarian piece on the virtue of cash

4D Infrastructure CIO, Sarah Shaw, shares what went in, what came out, and what’s got her watching the US economy closely.

One-year-old Oliver's investment strategy: buy stocks, hold winners, and let Dad handle the research.

ASX healthcare’s been flatlining, could a recovery be on the cards? Two top investors name the stocks they think could revive the sector.

Lithium has spiked in the last few weeks, leading many to speculate the low is in. We investigate the latest price drivers to see if it is.

Soul Patts becomes the market's first dividend aristocrat, with a newly discovered 27-year streak of consecutive dividend increases.

REA Group delivers big. Seneca’s Luke Laretive gives his take on REA’s results, valuation and the headwinds for the year ahead.

Morgan Stanley highlights five large cap stocks set to drive market sentiment this earnings season, including CSL, Woolworths and Telstra.

Billions in passive dollars are about to shake up ASX indices. Here’s who’s in, who’s out, and how to stay ahead of the September reshuffle.

Forager’s Steve Johnson has trimmed winners, raised cash and is eyeing beaten-up small caps as reporting season kicks off.

Rudi Filapek-Vandyck on sky high valuations, falling earnings and the AI stocks he’s got on his radar

Why dividend idiosyncrasies lend themselves so well to active management, and what a great dividend-paying company looks like.

There’s more to ASX property than meets the eye. With rates falling, Matt Williams and David Wilson reveal where value is emerging.

Elston’s Bruce Williams discuss ResMed's results and margin momentum, and whether the stock still deserves a buy rating.

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.

Wilson AM’s Matt Haupt explains why volatility created opportunity for income investors and how his team is positioning for what’s next.

CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.

After Carl Capolingua's deep dive into the most consistent dividends payers in the ASX 100, IML's Mike O'Neill shares his top picks.

This is the Apprentice, markets edition. Jun Bei Liu, Ben Richards, Henry Jennings and more name their highest-conviction buys and sells.

At the recent Pinnacle Summit, four fund managers reveal their top ASX stock picks focusing on fundamentals and long-term value in 2025.

During the June quarter, we visited China to better understand the Chinese consumer sector. Key areas of interest included wine (Treasury Wine Estates), infant milk...

Plato's Peter Gardner and Atlas' Hugh Dive run the ruler over stocks with above-market yields. They also share a top pick each.

These Aussie companies have turnaround potential, strong momentum, or something to prove this reporting season.

Iron ore heavyweights are trending higher, while Commonwealth Bank is down almost 6% in the last two sessions. Here's why.