markets

Reporting season has taken a positive turn - Market Partners' James Gerrish breaks it down for us

Strong operating leverage, disciplined acquisitions and a growing order book position Codan for sustained multi-year growth.

AI mania is here. We break down three ETFs chasing the boom and three designed to hold firm if the hype unravels.

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.

Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.

An 18% dividend beat and expanding copper ambitions point to stronger cash flow and a higher-multiple future for BHP.

A messy start, stretched valuations and rising risks. The nine charts that will shape markets this year.

New market realities mean the old way of doing things may no longer give investors what they want.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

I sat down with my old running mate, Henry Jennings, to unpack a volatile week of reporting season.