MM is long Zillow in the International Equities Portfolio.

01/10/2025

MM is long Zillow in the International Equities Portfolio.

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Latest Reports

Morning report 06/11/2025

What Matters Today: Is the bull market in rare earths already over?

The ASX 200 slipped 0.11% on Wednesday, with investors taking a more risk-off stance across most sectors and stocks. The materials sector weighed the heaviest on the day, ably supported by tech names, which followed in the footsteps of overseas weakness across the “AI Trade”.

Afternoon report 05/11/2025

The Match Out: ASX down, Goodman reconfirms guidance

A choppy session for the ASX today, hit early to be down ~80pts at the lows, before staging an impressive recovery to finish only mildly lower. IT, Materials and Real-Estate were the main targets, with some decent moves lower in some areas, particularly the Uranium, Gold, Lithium & Rare-Earth stocks, following similar moves overseas. A higher U.S Dollar is weighing on this trade in the short term, though we don’t doubt that theme will last.