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MM likes the risk/reward towards ASH US ~$76

by Matthew Snodgrass

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MM is bullish & now long RUL in the Emerging Companies Portfolio

by Matthew Snodgrass

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MM is disappointed that APRA has pushed on with their proposal wind up tier 1 bank hybrids

by Matthew Snodgrass

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MM likes VNT around $4.20

by Matthew Snodgrass

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MM is long and bullish Alphabet

by Matthew Snodgrass

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MM is cautiously bullish towards US stocks

by Matthew Snodgrass

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MM is cautiously bullish towards the ASX200

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MM is still looking for one rate cut this FY

by Matthew Snodgrass

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There is now a higher chance of a rate cut in February

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MM needs more time to assess ILU’s update, making us neutral for now.

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