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

Subscribe to Market Matters Blog

Latest Reports

Weekend report 26/07/2025

CORRECTWeekend Q&A: The ASX200 is feeling “soft” as we approach August & September

The ASX200 slipped 1% last week, eroding 40% of July's gains as the RBA took the shine off the local market even as global indices pushed to fresh highs, i.e. the US S&P 500 advanced +1.5% last week. The S&P 500 notched its 5th straight record weekly closing high, courtesy of more than 80% of the 169 S&P 500 companies that have reported to date have beaten Wall Street’s expectations. In Australia, it's been a more mixed and polarised affair on the reporting front, but with the “Big Four Banks” retreating on average close to 4% the ASX was always going to struggle to match its overseas peers.

Afternoon report 25/07/2025

The Match Out: Stocks end the week lower; Resources join Banks in the sell-off

The ASX put in a weaker session seeing sustained selling through the day, as softer iron ore prices weighed on the materials space. With heavyweight resources and the big banks down, the index was fighting a losing battle from start to finish, though we still managed to close higher for the week.