Opportunities under the surface – what stocks to watch in this market
About this episode
Henry Jennings discusses the current stock market dynamics and investment opportunities amidst varying sector performances.
While the ASX looks to be performing solidly in 2026, there is a lot going on below the surface. Strength in materials and financials has masked double digit declines in tech and healthcare, throwing up risk and opportunity for investors. Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss: Why the ‘killing season’ is in full swing, and who’s suffering How the ‘big bifurcation’ creates opportunity Which stocks are winning as Australia becomes the world’s third largest data centre market and What to avoid when the siren call of a sell off sings to you. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth. If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
People in this episode
Guest: Henry Jennings
Topics covered
- stock market analysis
- investment opportunities
- technology sector
- healthcare sector
- financial markets
- data centre market
Keywords
- ASX
- investment
- stocks
- market trends
- financials
- technology
- healthcare
- data centres
Mentioned in this episode
Organizations: Marcus Today
Places: Australia, ASX
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