Materials sector

The days of relying on the major banks to bolster the ASX might be over.

The materials rally is now an earnings story, not sentiment-driven. Alphinity shares the 2 ASX stocks positioned for the next leg.

4 major brokers break down the outlook for materials in 2026, revealing the commodities and ASX stocks best placed for another strong year.

With the sector rallying 26% this year, two small caps stand out for their potential to outperform the next leg.

Copper demand is accelerating fast while supply tightens. Michael Slack reveals the two stocks best positioned for the decade ahead.

Market mood shifts post-reporting: Mixed portfolio results, macro concerns, and stock volatility shape cautious investor sentiment

Short rates have continued to rise and earnings outside of the miners and banks are generally faltering, but the Australian equity market continues to power on.