Market Matters Active Growth Portfolio – Source Bloomberg

27/06/2024

Market Matters Active Growth Portfolio – Source Bloomberg

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Morning report 09/07/2026

What Matters Today: Are the semiconductors a ticking time bomb, or time to buy into panic?

The ASX 200 continues to ride the volatile rollercoaster it's been aboard for well over 400-days. Last week the local market looked destined for new all-time highs following triple-digit gains on Friday, close on the heels of a strong performance on the Thursday. This morning we're sitting at our desks contemplating what's next after President Trump declared the ceasefire with “scum” Iran is over; we knew he wasn’t happy following the USA’s debacle of an exit from the World Cup, but we didn’t think global tensions would escalate in just a matter of hours. The news is already sounding so familiar to much of the last quarter:

Afternoon report 08/07/2026

The Match Out: ASX trims steep losses as oil rally lifts energy, banks recover late

The ASX 200 finished modestly lower after recovering from an early 1.4% decline, with strength across Energy and Financials helping the market claw back losses following renewed geopolitical tensions in the Middle East.