Category: International Markets

International Markets

Leaders & Laggards in our International Equities Portfolio

Financials 01/12/2019

Market Matters Weekend Report Sunday 1st December 2019

Markets lose confidence that central banks can avoid a recession with monetary policy & QE, plus of course we also have government fiscal stimulus lurking in the wings.

International Markets 18/07/2019

Questions from subscribers – having a look at value in the US and Australian markets

Income Securities 02/07/2019

How are the Market Matters portfolios tracking?

Americas 26/11/2018

Is it time to buy the FAANG stocks?

Americas 20/09/2018

International Stocks to buy – an American Focus

Asia 20/09/2018

International Stocks to buy – an Asian focus

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Latest Reports

Afternoon report 01/07/2025

The Match Out: A flat start to FY26 for Aussie stocks

A lacklustre first trading session of FY26 with the index trying to push higher early but faltering before the closing bell. All those itching to sell CBA can now do so without paying tax for a while prompting some re-allocation amongst the banks - ANZ the standout today up +2.5% while CBA fell by 1.2%. It was fairly quiet elsewhere.

Morning report 01/07/2025

What Matters Today: Looking in the rearview mirror & through the windscreen into FY26

A slightly shorter report today as we take a deep breath after our busiest day of the year. As the saying goes, there are two certainties in life: “death and taxes”. At MM, we see it big time with investors taking out subscriptions ahead of the EOFY, a great win-win in our opinion.