Why choose Market Matters?
Who We Are & What We Do
Market Matters breaks down the latest financial developments into simple, actionable opinion that members can rely on.
We deliver an incredibly easy to use financial platform, while still offering a unique level of depth. We give members access to some of the most trusted financial professionals in Australia and crucially, we invest in our own portfolios – putting real money where our mouth is.
It’s safe to say we’re not a newsletter or a tip sheet – far from it. Our goal is to deliver the most complete investor experience possible, giving you the information to make a smarter, more informed decision.
Every day we’ll give you our take on the market. With clear buy, hold and sell actions members can quickly see the stocks we like, the stocks we don’t and the history behind every one of our decisions.
Why Market Matters
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Daily Updates
Clear buy, sell and hold actions on the latest developments from a professional money manager.
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Access all our Portfolios
Full access to our No-Fee Portfolios. Follow in-full or recreate in-part.
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The Macro Report
Unrivalled analysis of the prevailing macro economic trends, delivered each Monday morning
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The Portfolio Report
Regular updates on portfolio positioning & likely actions across all portfolios
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Live Buy / Sell Alerts
The moment we make a decision, you’ll know. Updates via SMS for our flagship growth portfolio & email / website alerts for all others.
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Timely Audio and Video Updates
Midday podcast daily on market events, weekly videos on portfolio positioning, monthly webinars on specific market trends & analysis of stocks
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Detailed Company Pages
Detailed company breakdowns and previous actions. Transparent and accountable decisions.
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Tailored Service
Quick overviews and/or in-depth analysis - you choose. Search and tailor Market Matters to your investments and interests.
Market Matters Investment Approach
About James Gerrish
Author of Market Matters
James is the Author of Market Matters and a Portfolio Manager at Shaw and Partners, one of Australia’s leading financial services firms with approximately $20 billion of assets under management.
His style is pragmatic, his investment approach active. He’s straight-talking, concise, well informed and calls it as it is. James is one of the most credible financial voices in Australia, regularly appearing on CNBC Asia, Sky News, Ausbiz, and the ABC.
Our Values
What is ‘Opinion + Action’?
At Market Matters ‘Opinion + Action’ is more than just the way we deliver our service, it’s a commitment to our members. Every day we bring our personality, our expertise, our honesty and our unique approach to the latest financial developments. But just as importantly, we back these up with our actions.
We tell members what we’re doing in the market, not what we think they should do. We invest in our own portfolios and approach because we believe in them whole-heartedly. We give our members clear and considered decisions to help them form their own.
Opinion + Action is the Market Matters experience.
Confident in our wins. Open in our losses.
We believe in transparent and accountable decisions. It’s fundamental to ensure members can have total confidence in our service. It’s why you can see our portfolio percentage returns, or review our past decisions in uncompromising detail. It’s also why we celebrate our wins and acknowledge our losses.
It’s this integrity, together with our know-how, that has helped Market Matters become a service that is trusted and recommended by 9/10 of our members. We wouldn’t have it any other way.
Full complimentary access for 15 days
Full access to all our content. No payment details required.
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Meet the Market Matters Team
The Big Calls We Got Right.
- 2014 - We were unpopular, but correct, when we called significant declines in much loved household names BHP Billiton (BHP) & Woolworths (WOW).
- 2015 - Our favourite three stocks were Regis Resources (RRL) which rallied over 80%, Challenger Group Financial (CGF) which rallied 75% and Telstra (TLS) which rallied 17% - a nice trifecta.
- 2016 - We suggested a major reposition around resources, becoming bullish after an extended period of weakness, which proved to be a great call with heavyweight BHP Billiton (BHP) rallying 40% & many stocks we held up significantly more.
- 2017 - Interest rates were a key influence this year and we highlighted this ahead of time, giving subscribers the early heads up on repositioning for this changing dynamic.
- 2018 – We called and navigated two major stock-market corrections, proving reassurance to subscribers and a practical & profitable road map to follow.
- 2020 - While we failed to foresee the Pandemic, our bullish positioning as the recovery unfolded saw us outperform the market by more than 23% from March through December. Our top three calls for the year were Oz Minerals (OZL), Sims Group (SGM) & Tencent (700 HK) which rallied between 30% & 95%
- 2021 - Resources were a key pick for 2021 which proved on the money, while we suggested to be very selective in growth stocks. Unfortunately, we held a few that went backwards!
- 2022 & beyond - Join Market Matters today to find out