Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26
About this episode
The episode discusses the performance of materials stocks in the ASX and features stock picks for the upcoming year.
There's no two ways about it. If you weren't holding materials stocks over the past 12 months, you missed a trick. The sector surged more than 45%, blitzing its nearest competitor (consumer staples up ~11%) and outperforming every other positive sector... combined. The sector was powered by insatiable demand for commodities from the AI infrastructure build-out. Gold, silver, copper, platinum and palladium all enjoyed significant price increases, whilst iron ore - still the backbone of the Australian mining sector - didn't suffer the price falls many were expecting. But the stellar performance begs the natural question - can the rally keep going? To explore that question, run the ruler over some of the winners, and each pitch a stock they're backing for the year ahead, Livewire Tom Stelzer is joined by Stephane Andre from Alphinity and Dougal Maple-Brown from Maple-Brown Abbott. Please note this episode was filmed on 1 July 2026.
People in this episode
Host: Tom Stelzer
Guests: Stephane Andre, Dougal Maple-Brown
Topics covered
- ASX stocks
- materials sector
- commodity demand
- investment strategies
- market performance
Mentioned in this episode
Organizations: Alphinity, Maple-Brown Abbott
Places: Australia
More episodes of Buy Hold Sell, by Livewire Markets
- Buy Hold Sell: 5 ASX tech stocks powering through AI panic
- Buy Hold Sell: Are these 5 ASX consumer stocks worth adding to the shopping basket?
- Buy Hold Sell: 3 energy stocks analysed (plus another so good it was picked twice)
- Buy Hold Sell: Which ASX stocks win as oil prices fall? (plus 2 surprise picks)
- Buy Hold Sell: 6 ASX stocks the shorts sellers love to hate
- Buy Hold Sell: 6 ASX stocks poised for a big FY27, plus two to avoid
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