Video
Subscribe free today
Market Analysis
4.35%
6.03%
-0.49%
0.72%
6.02%
0.81%
-0.68%
3.44%
4.23%
6.48%
3.17%
3.16%
2.08%
-0.38%
-0.29%
-0.92%
1.52%
0%
-2.31%
2.68%
0.62%
0.31%
0.35%
1.38%
-1.22%
0.88%
0.69%
-0.23%
0%
0.83%
0.88%
2.09%
2.31%
-2.22%
1.99%
1.38%
0.61%
2.87%
0.37%
9.04%
1.28%
-2.12%
-1.01%
6.54%
0.81%
10.91%
5.02%
1.18%
5.53%
3.56%
1.32%
7.21%
-0.49%
1.47%
4.42%
3.53%
0.25%
-0.63%
-0.4%
4.41%
8.53%
2.37%
0%
6.98%
6.83%
-0.14%
-0.32%
-0.35%
0.27%
7.42%
0.3%
1.89%
1.66%
-0.38%
0.15%
-1.18%
-0.77%
0%
1.83%
0.35%
3.39%
1.54%
1.46%
3.97%
3.13%
-1.14%
0.11%
0.85%
0.46%
0%
4.08%
-2.08%
0.66%
0.63%
0.76%
0%
0.59%
0.9%
-5.49%
6.02%
2.11%
7.84%
-0.17%
0%
1.29%
3.18%
0.4%
0.35%
1.91%
2.48%
3.62%
4.2%
-1.57%
1.92%
7.07%
1.08%
-1.65%
1.46%
5.62%
6.46%
6.07%
2.48%
5.03%
0.15%
0%
-0.78%
3.05%
7.53%
-0.08%
0.89%
5.17%
0.95%
-0.4%
0.81%
4.5%
8.62%
2.97%
1.85%
0%
1.92%
1.16%
-2.7%
2.86%
1.11%
7.47%
1.59%
5.17%
2%
0.55%
1.72%
8.25%
-0.6%
8.51%
0.48%
0.5%
-0.63%
0.96%
0%
-1.22%
0%
0.36%
0.95%
11.11%
0.21%
4.1%
5.42%
3.57%
2.2%
4.17%
1.84%
-0.31%
0.5%
0.25%
0.21%
-0.48%
-0.42%
7.83%
2.76%
1.36%
7.16%
1.02%
1.86%
2.72%
2.88%
-4.13%
-1.03%
5.45%
0.5%
5.86%
2.03%
2.53%
8.25%
1.1%
1.52%
0%
6.93%
-3.43%
5.55%
-11.3%
4.71%
4.73%
2%
3.59%
-0.76%
4.84%
0.12%
3.15%
1.74%
1.71%
2.16%
2.04%
2.13%
0.68%
0.34%
1.43%
3.24%
0%
-0.87%
2.08%
3.94%
0%
-0.59%
0.53%
1.75%
4.48%
1.82%
0.77%
-0.42%
3.37%
3.45%
0%
2.27%
-0.24%
0.36%
2.59%
4.49%
2.88%
-1.53%
4.35%
4.08%
-0.24%
5.83%
3.53%
0.47%
2.87%
3.39%
0.53%
7.51%
3.51%
1.47%
0.68%
1.85%
3%
6.87%
1.6%
-0.48%
1.46%
7.06%
7.83%
-0.27%
2.57%
4.36%
0.82%
0.48%
3.88%
-17.36%
3.61%
4.31%
5.37%
3.31%
5.88%
6.04%
1.44%
6.05%
0%
2.09%
5.45%
2.93%
-0.42%
4.62%
0.65%
0.62%
5.59%
-0.05%
2.83%
-0.3%
1.58%
1.8%
4.25%
2.36%
-0.66%
1.95%
5.56%
0.98%
1.15%
5.2%
0.07%
0.37%
4.94%
6.42%
1.11%
-0.75%
5.29%
5.8%
4.48%
-1.01%
0.15%
3.3%
3.36%
2.19%
2.07%
1.58%
2.04%
0%
5.39%
3.74%
6.64%
0.87%
1.58%
0.24%
4.22%
4.98%
6.09%
-0.29%
2.03%
2.03%
-0.73%
-0.12%
-0.35%
5%
0.4%
-0.4%
1.93%
1.25%
0.15%
1.88%
2.39%
0%
8.06%
0.88%
2.57%
1.24%
-0.75%
4.79%
-3.55%
-0.56%
2.17%
6.56%
0%
-0.75%
-0.29%
1.89%
0.9%
2.46%
-0.26%
4.8%
1.34%
1.07%
2.92%
-2.72%
4.08%
0%
6.45%
0.12%
1.2%
1.88%
1.11%
0.42%
-0.21%
4.6%
3.01%
0.15%
5%
4.67%
0.15%
0.2%
-1.3%
7.32%
4%
2.81%
-2.2%
-0.22%
0.89%
2.92%
-2.23%
3.85%
5%
| POPULAR ETFs | Close($) | +/- | % |
|---|---|---|---|
|
A200
if (isset($cell['subtitle']) ) : ?>
ASX 200 endif; ?> |
143.81 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.97 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.68 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
SSO
if (isset($cell['subtitle']) ) : ?>
ASX Small Caps endif; ?> |
15.27 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
IVV
if (isset($cell['subtitle']) ) : ?>
S&P 500 endif; ?> |
62.97 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.89 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.43 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
NDQ
if (isset($cell['subtitle']) ) : ?>
Nasdaq endif; ?> |
50.80 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.08 if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.17 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
F100
if (isset($cell['subtitle']) ) : ?>
FTSE 100 endif; ?> |
14.86 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.21 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.43 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
ASIA
if (isset($cell['subtitle']) ) : ?>
Asia Tech endif; ?> |
14.79 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.79 if (isset($cell['subtitle']) ) : ?> endif; ?> | 5.64 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
IEU
if (isset($cell['subtitle']) ) : ?>
Europe endif; ?> |
97.38 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.62 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.69 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
IEM
if (isset($cell['subtitle']) ) : ?>
Emerging Markets endif; ?> |
83.07 if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.77 if (isset($cell['subtitle']) ) : ?> endif; ?> | 3.45 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
Gold
if (isset($cell['subtitle']) ) : ?>
Gold endif; ?> |
62.17 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.17 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.92 if (isset($cell['subtitle']) ) : ?> endif; ?> |
|
ACDC
if (isset($cell['subtitle']) ) : ?>
Battery Tech endif; ?> |
147.68 if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.18 if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.91 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| COMMODITIES | Close($) | -/+ | % |
|---|---|---|---|
| Gold if (isset($cell['subtitle']) ) : ?> endif; ?> | 4,695.28 if (isset($cell['subtitle']) ) : ?> endif; ?> | 25.7234 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.55 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Silver if (isset($cell['subtitle']) ) : ?> endif; ?> | 74.86 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.2426 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.32 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Platinum if (isset($cell['subtitle']) ) : ?> endif; ?> | 1,959.95 if (isset($cell['subtitle']) ) : ?> endif; ?> | 11.1648 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.57 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Palladium if (isset($cell['subtitle']) ) : ?> endif; ?> | 1,478.50 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.7476 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.12 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Ice Brent Crude if (isset($cell['subtitle']) ) : ?> endif; ?> | 118.31 if (isset($cell['subtitle']) ) : ?> endif; ?> | 5.53 if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.9 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| CURRENCIES | Close($) | -/+ | % |
| Australian Dollar if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.6919 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0019 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.28 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Euro if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.1573 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0021 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.18 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| British Pound if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.3242 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.002 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.15 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Canadian Dollar if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.3903 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.0011 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.08 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| New Zealand Dollar if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.5753 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0008 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.14 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Chinese Yuan if (isset($cell['subtitle']) ) : ?> endif; ?> | 6.8980 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.0139 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.2 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| Japanese Yen if (isset($cell['subtitle']) ) : ?> endif; ?> | 158.5600 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.15 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.09 if (isset($cell['subtitle']) ) : ?> endif; ?> |
10 Top Gainers | <$500m
| Code | Company | Last($) | % Chg |
|---|---|---|---|
| HMC if (isset($cell['subtitle']) ) : ?> endif; ?> | Hmc Capital if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.60 if (isset($cell['subtitle']) ) : ?> endif; ?> | 11.11 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| BNZ if (isset($cell['subtitle']) ) : ?> endif; ?> | Benz Mining-cdi if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.44 if (isset($cell['subtitle']) ) : ?> endif; ?> | 10.91 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| BMN if (isset($cell['subtitle']) ) : ?> endif; ?> | Bannerman Energy if (isset($cell['subtitle']) ) : ?> endif; ?> | 3.98 if (isset($cell['subtitle']) ) : ?> endif; ?> | 9.04 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| FML if (isset($cell['subtitle']) ) : ?> endif; ?> | Focus Minerals L if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.52 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.62 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| CSC if (isset($cell['subtitle']) ) : ?> endif; ?> | Capstone Cdi if (isset($cell['subtitle']) ) : ?> endif; ?> | 11.20 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.53 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| GGP if (isset($cell['subtitle']) ) : ?> endif; ?> | Greatland Resour if (isset($cell['subtitle']) ) : ?> endif; ?> | 12.31 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.51 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| GNG if (isset($cell['subtitle']) ) : ?> endif; ?> | Gr Engineering S if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.20 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.25 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| LRV if (isset($cell['subtitle']) ) : ?> endif; ?> | Larvotto Resourc if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.12 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.25 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| TBN if (isset($cell['subtitle']) ) : ?> endif; ?> | Tamboran Res Cdi if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.34 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.06 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| DVP if (isset($cell['subtitle']) ) : ?> endif; ?> | Develop Global if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.54 if (isset($cell['subtitle']) ) : ?> endif; ?> | 7.84 if (isset($cell['subtitle']) ) : ?> endif; ?> |
10 Biggest Fallers | <$500m
| Code | Company | Last($) | % Chg |
|---|---|---|---|
| PXA if (isset($cell['subtitle']) ) : ?> endif; ?> | Pexa Group if (isset($cell['subtitle']) ) : ?> endif; ?> | 12.57 if (isset($cell['subtitle']) ) : ?> endif; ?> | -17.36 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| LIN if (isset($cell['subtitle']) ) : ?> endif; ?> | Lindian Resource if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.79 if (isset($cell['subtitle']) ) : ?> endif; ?> | -11.3 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| DTR if (isset($cell['subtitle']) ) : ?> endif; ?> | Dateline Resourc if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.43 if (isset($cell['subtitle']) ) : ?> endif; ?> | -5.49 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| KAR if (isset($cell['subtitle']) ) : ?> endif; ?> | Karoon Energy Lt if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.98 if (isset($cell['subtitle']) ) : ?> endif; ?> | -4.13 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| A2M if (isset($cell['subtitle']) ) : ?> endif; ?> | The A2 Milk Comp if (isset($cell['subtitle']) ) : ?> endif; ?> | 9.23 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.55 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| LIC if (isset($cell['subtitle']) ) : ?> endif; ?> | Lifestyle Commun if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.51 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.43 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| VEA if (isset($cell['subtitle']) ) : ?> endif; ?> | Viva Energy Grp if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.50 if (isset($cell['subtitle']) ) : ?> endif; ?> | -2.72 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| GLF if (isset($cell['subtitle']) ) : ?> endif; ?> | Gemlife Communit if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.32 if (isset($cell['subtitle']) ) : ?> endif; ?> | -2.7 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| APA if (isset($cell['subtitle']) ) : ?> endif; ?> | Apa Group if (isset($cell['subtitle']) ) : ?> endif; ?> | 9.72 if (isset($cell['subtitle']) ) : ?> endif; ?> | -2.31 if (isset($cell['subtitle']) ) : ?> endif; ?> |
| YAL if (isset($cell['subtitle']) ) : ?> endif; ?> | Yancoal Australi if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.11 if (isset($cell['subtitle']) ) : ?> endif; ?> | -2.23 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Latest Market Matters Opinions
Listed Income Securities – where is the best value today?
The ASX-listed income space continues to offer investors an appealing alternative to traditional fixed income, term deposits and even parts of the equity market, particularly for those seeking regular cash flow in a still-uncertain macro backdrop. Yields across the sector are generally sitting in the 7% to 10% range as shown in the table below, with most vehicles also trading at a discount to their underlying asset value (NTA), which on the surface at least, makes the area look attractive. Read moreOnly available to Members
Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required
For membership options and pricing.
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.
Market Matters Content
Question asked
Xero Ltd (XRO)Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David
Question asked
Aurizon Holdings Ltd (AZJ)I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.
GO TO ALL PORFOLIOS
At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.
Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.
*Portfolio returns 1 year to 28th February 2026
Question asked
Xero Ltd (XRO)Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David
Question asked
Aurizon Holdings Ltd (AZJ)I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.
