The Match Out: ASX rallies as some of the dogs start to bark!

The majority of companies have now reported and while we hate using the old cliché, its been better than feared, much like the broader economic outcomes that have played out over the past year which has prompted a more aggressive stance by central banks globally – the imminent recession is getting less airtime and markets are reflecting that. As we’ve written at nauseum over recent months, we’re neutral at the index level but that belies significant action that’s unfolding under the hood, a theme we expect to continue, creating a great environment for stock picking, as long as you pick the right stocks!

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Alerts 08/08/2025 10:22

Portfolio Amendments – Growth & Income Portfolio

MM is adding a new position to the Income & Growth Portfolios

Morning report 08/08/2025 09:30

ETF Friday: Our 4 top macro calls, and way to play them via ETFs

The ASX 200 slipped 0.1% on a quiet Thursday, with the index remaining around all-time highs as the exchange where its shares are traded goes from one mess-up to the next.

Afternoon report 07/08/2025 17:40

The Match Out: ASX stalls as investors await Reporting Season

The ASX 200 plateaued today, failing to push to new highs despite a solid session overnight in the US, though there was no clear push in either direction after recent strength.

Morning report 07/08/2025 09:23

What Matters Today: Three companies MM believe may be takeover targets into 2026

The ASX200 surged another +0.8% on Wednesday, closing at a fresh all-time high, and well above the psychological 8800 for the first time. Over 75% of the main board closed higher, but the main drivers of the more than 70-point advance were the heavyweight financials and materials sectors, which combined made up almost 60% of the indexes gain.

Afternoon report 06/08/2025 17:24

The Match Out: News highs for the ASX, with 9000 now in sight!

A second day of strength for the ASX, breaking out to new highs as ‘risk on’ flows across the market. Futures were well supported overnight, even as the US market pulled back, implying a degree of overseas buying is hitting our bourse led by a reemergence of interest in the resources and energy sectors.

Morning report 06/08/2025 09:38

Portfolio Positioning: The bulls remain in charge as earnings support global equities

The ASX200 surged towards new highs on Tuesday, ending the session up +1.2%, only 6 points below its all-time high. Gains were broad-based, with over 90% of the main board advancing, led by the rate-sensitive consumer discretionary, real estate and financial stocks.

Afternoon report 05/08/2025 17:37

The Match Out: The bulls take back control – ASX up +100pts

181 stocks in the ASX 200 made gains today, all sectors were higher, intra-day dips were bought, and the market made a new all-time closing high up tripped digits – a bullish day all around as we move into local reporting season. US earnings have strong; we made the point this morning that S&P 500 companies are on track to post a +9.1% lift in profits, far above analysts’ projection of 2.8% before results began, with earnings, and importantly, positive earnings revisions ultimately driving stock prices. Now it’s our turn!

Morning report 05/08/2025 10:51

What Matters Today: Three defensives MM likes when it’s time to de-risk portfolios

The ASX200 recovered from early losses on Monday to end the session in positive territory, an impressive performance considering the Dow's more than 500-point drop on Friday night.

Afternoon report 04/08/2025 17:17

The Match Out: ASX shrugs off U.S market rout, closes flat.

The ASX opened on the backfoot this morning, however that was the worst of it, with strength amongst the miners and supermarkets offsetting weakness elsewhere. US Futures edged higher, and Asia was also well supported during our time zone, moving past the weakness we saw in US economic data on Friday.

Alerts 04/08/2025 09:53