investing in industrials

Latest news and analysis on investing in industrials

Investment Theme

In a shifting equity landscape, 3 ASX sectors and 4 stocks offer value

Australian equities offer the most compelling value in materials, energy and parts of the finance sector, says MLC Asset Management
BLD
BPT
GMG
+5
Glenn Freeman
Livewire Markets
Equities

ASX Industrials – Broker views on the sector’s 5 largest firms

There is plenty to like in ASX industrials, which captures a broad range of industries including infrastructure and transport.
BXB
CPU
REH
+2
Glenn Freeman
Livewire Markets
Macro

A big disinflation tailwind is coming

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.
Chris Bedingfield
Quay Global Investors
Reporting Season

This housing-linked stock beat expectations despite slowing construction activity

A home-building slowdown creates opportunity for investors ahead of a likely re-rating of this ASX stock
REH
Glenn Freeman
Livewire Markets
4