investing in asx stocks

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

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.

Strong margins, a profitable UK expansion and the prospect of significant store rollout have reinforced Oberg's conviction in Nick Scali.

As AI commoditises information, investment edge is shifting. Airlie's Ray David explains why judgement may matter more than ever.

The industrials sector is home to some of Australia's most enduring companies. Which ones offer the resilience investors need right now?

These high-growth companies have strong tailwinds.