The sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12.
There is a lot of alpha on offer during reporting season, particularly for those who move quickly.
Usually, it sets the tone for relative performance trends in the months that follow. Strong results are rewarded, weak results are punished – and, more importantly, there tends to be legs to those trades.
Source: https://www.afr.com/markets/equity-markets/time-to-shake-up-equities-after-a-head-scratcher-earnings-season-20250227-p5lfrx