# Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26

Page: https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26
Text version: https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26.md
Podcast: [Buy Hold Sell, by Livewire Markets](https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577)
Published: 2026-07-05T20:00:00+00:00
Episode link: https://buyholdsell.podbean.com/e/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26/
Audio file: https://mcdn.podbean.com/mf/web/kzkniezvsptjudn5/BHS-2_01Jul26_Podcast9e50c.mp3
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Duration seconds: 687

## Resource

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.

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## Transcript

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