21 September 2026
4 min read
Reporting season generated plenty of headlines. Here's what matters now.
Summary
Reporting season may be over, but the implications for portfolios and client conversations are only just beginning.
To help advisers cut through the noise, CFS sat down with MST Financial’s Sandstone Insights team to discuss the key themes that emerged during reporting season, the opportunities that have surfaced, and what they're watching closely in the months ahead.
Watch the recording
Watch the full discussion with Francy Taylor and the Sandstone Insights team as they share their perspectives on reporting season, emerging opportunities and what advisers should watch next.
Reporting season generated plenty of headlines. What really mattered?
Reporting season delivers a wealth of information for investors, with hundreds of companies providing updates on earnings, outlooks and business performance.
For advisers, the challenge isn't a lack of information. It's identifying which developments are most relevant to portfolios and client conversations.
In this latest discussion, Francy Taylor is joined by MST Financial’s Sandstone Insights team to unpack the key takeaways from reporting season and share their views on what advisers should be watching next.
Key themes explored
During the discussion, the team covers:
- Their overall assessment of reporting season and what it revealed about the health of the market
- The sectors and companies that stood out
- Major earnings beats and misses
- Emerging opportunities across growth, income and capital management stocks
- The themes, risks and opportunities currently on Sandstone Insights radar
Interested in Sandstone Insights?
Contact your CFS BDM to find out how you can register your interest for a complementary Sandstone Insights subscription.
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
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