Top sectors and value stock picks
The Australian economy proved far more resilient than the market expected this reporting season, with beats outnumbering misses.
To make sense of it all, our team of portfolio managers combed through the detail to bring you a snapshot of this reporting season across both the large and small cap spectrum and reveal the stocks they’re paying close attention to.
SIZING UP VALUE IN LARGE CAPS
Jason Kim and Brad Potter analyse corporate earnings, identify their top value picks, and discuss the outlook for iron ore, lithium and the insurance sectors.
THE SMALL CAPS PUNCHING ABOVE THEIR WEIGHT
Tim Johnston and James Nguyen discuss the sectors that stood out and call out a number of stocks that have a big future ahead of them.
