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          <time datetime="2025-08-06T12:00:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 06, 2025 12:00</time>
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              5 ASX 200 stocks that&#39;ll drive market sentiment this reporting season
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Morgan Stanley highlights five large cap stocks set to drive market sentiment this earnings season, including CSL, Woolworths and Telstra.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Stockland</div>
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      +2
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    <div
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Insurance Australia Group Ltd</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1001">
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          <div 
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    <div
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Stockland</div>
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Telstra Group Ltd</div>
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    <div
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>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2190" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-wow">
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Value investing isn’t dead, you’re just doing it <span class="whitespace-nowrap">wrong<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Legendary value investor Rich Pzena shares the mindset and math behind buying great businesses when no one else wants them.
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              What is the best opportunity in US equities today?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this article we examine some key themes in US equities, and how the last 3 months have created tailwinds for the Nasdaq 100.
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          <div class="sm:flex-grow">
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              Bitcoin ETFs at a tipping point: from niche product to portfolio staple
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  With record inflows and local super funds watching, this asset is no longer just for speculators.
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        Monochrome Asset Management
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Party like it’s 1890: historic gold prices hit Kalgoorlie
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Diggers and Dealers Conference in Kal is taking place, and geologist James Cooper has a golden ticket! Read on to find out the goss!
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              The modern retiree&#39;s guide to income investing
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  Boomers and Gen X have had to challenge the old norms of asset allocation. Here&#39;s where to invest.
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              From Domino&#39;s to domination... How Arden Jennings beat the market in FY25
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  One of Australia’s top small-cap PM&#39;s in FY25 began investing as a teen, with a Domino’s paycheck, and a hunch on Fortescue.
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          <time datetime="2025-08-05T16:48:34+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2025 16:48</time>
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              Mark your calendar: The $2.3 billion reshuffle that could move ASX stocks
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  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.
</div>

          </div>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Forager: Cashed up ready to reload after bumper year
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Forager’s Steve Johnson has trimmed winners, raised cash and is eyeing beaten-up small caps as reporting season kicks off.
</div>

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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Rudi: It’s not a bubble, AI’s next winners, and what investors are <span class="whitespace-nowrap">overlooking<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Rudi Filapek-Vandyck on sky high valuations, falling earnings and the AI stocks he’s got on his radar
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              Global titans: 3 fundies share their top stock picks for 2025
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  Hyperion, Antipodes and Plato share their biggest stock calls and global market outlooks at the recent Pinnacle Summit.
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              Claudia Kwan - returns without compromise: investing for impact &amp; outperformance
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  David Clark is joined by Claudia Kwan, recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit.
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        Koda Capital
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>PIMCO&#39;s global play for income and <span class="whitespace-nowrap">stability<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Simon Conn’s guide to surviving the small cap &#39;torture <span class="whitespace-nowrap">chamber&#39;<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  After nearly three decades at IML, Simon Conn reflects on investing through cycles, what matters most, and two stocks he still rates today.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>“The devil’s in the details”: How to spot opportunities in a hot <span class="whitespace-nowrap">market<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Strong demand is fuelling credit markets, but the rally won’t last forever. Here’s how KKR are balancing risk and opportunity.
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              To pay out or not to pay out: special dividends unpacked
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Special dividends can be a boon for income investors. Here I explain what they are and why companies pay them.  
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        Lazard Asset Management
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              Make ASX reporting season easy: Buy winners, sell losers
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  16 seasons of data reveal stocks beating earnings forecasts gain 5.2% on results day and often continue trending higher for several months.
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              Adobe’s valuation slump on AI disruption not an issue for Canva, says fund manager
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  Figma&#39;s spectacular IPO has cranked excitement around Canva&#39;s potential to go public in a US market with a wild appetite for tech stars.
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