Market Matters Events

event date 20/11/2023

Sydney Event | Unlocking the Vault with Koch, Gerrish, Padley & Clarke – REGISTER NOW

Australia’s premier market analysts and stock commentators are coming together for an intimate, exclusive, unmissable event.

Hosted by David Koch, and featuring James Gerrish, Marcus Padley and Ben Clark — join us in Sydney as we unlock the best stocks, markets and positions heading into Christmas.

Unlocking the Vault: Koch, Gerrish, Padley & Clark’s Portfolio Picks for 24  

Where: Vault House, 185 Clarence Street, Sydney.
When: Tuesday 28th November, 6pm – 9pm AEST
Cost: $95.00 – Free to Market Matters members

As a Market Matters member, you can attend this intimate and exclusive face-to-face event for free! Complimentary drinks will also be provided. Please note, tickets are strictly limited so make sure you register early to avoid disappointment. 

REGISTER HERE

The Panel

• David Koch (host): one of Australia’s foremost business and finance commentators, ausbiz co-founder, tv guru and start-up investor
• James Gerrish: Lead Portfolio Manager with 20 years of experience, and primary contributor to Market Matters
• Marcus Padley: Founder and Author of the stock market newsletter ‘Marcus Today’ which looks after thousands of self-directed investors. Marcus has a unique style, developed over forty years in the financial markets
• Ben Clark: Portfolio Manager, TMS Capital High Conviction Fund, 20 years’ experience in markets with a proven track record

The Topics

• Interest rates have been the main game in 2023, but what now? Does the fight against inflation continue unabated, or has the heavy lifting been done?
• What will be the key macroeconomic drivers for markets in 2024?
• Stocks, bonds or cash – what mixes are the panel considering as we approach a new year?
• Investment ideas the panel likes here and now and what they are doing accordingly in the market moving forward.

We’re delighted to be able to put on such a prestigious event for members. It’s rare to hear from so many distinguished market voices and feels particularly apt with market uncertainty so high. As a group, we look forward to sharing our expertise and thoughts with you

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event date 20/11/2023

FY24 Ready – Webinar recording focussing on 8 key stocks picks for the year ahead

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event date 20/11/2023

In this month’s Pulse Check webinar — we’re diving into some of more unloved market sectors to discover the stock opportunities hiding in plain sight.

Join Market Matters as we review the market sectors investors are currently leaving alone, sharing our thoughts as to why and the trends impacting behaviours.

Crucially, we’ll also highlight the key stocks that you should be watching, and the ‘buy now’ opportunities that shouldn’t be ignored. As investors know, when things turn it’s usually hard and fast. Specific sectors on MM’s radar will include:

• Small caps
• Property
• Consumer staples

In what promises to be a highly informative and engaging webinar, join the Market Matters team of James Gerrish, Lead Portfolio Manager, Shawn Hickman, Research Lead, and Harry Watt, Portfolio Manager, as they wade through the uncertainty to discover the best value for investors.

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event date 20/11/2023

Resources into FY 24 — Is now the time to load up resource stocks following the tech run? 

Today’s webinar on the outlook for the resources sector and the stocks to consider in light of the global energy transition and decarbonization just finished. The webinar covered the strong performance of the technology sector compared to resources, raising the question of whether the gap has widened too much. We also highlighted certain commodities’ crucial role in driving the energy transition.

If you missed the webinar, don’t worry! We have a recording available for you to watch. Just click this image below

 

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event date 20/11/2023

Hybrid Securities: A deep dive with an expert who manages over $1 billion in ASX listed Hybrids

Hybrid Securities: A deep dive with an expert who manages over $1 billion in ASX listed Hybrids

Webinar Date: 14th of December

Time: 11.45am – 12.30pm (AEST)

Hybrid securities can deliver yields higher than bank shares, with reduced volatility, and are a key component of the Market Matters Active Income Portfolio.

To learn about Hybrids and provide insight into the current opportunities in the sector, Lead Portfolio Manager James Gerrish will be joined by Cameron Duncan, who manages over $1 billion in Hybrid Securities and is a true expert in the space — having been involved in the market for decades.

James & Cameron will discuss

– What are hybrid securities, and how do they differ from shares?
– Key picks in the hybrid market here and now.
– Constructing a well-balanced Hybrid portfolio.
– Why companies issue hybrid securities and what the broader market looks like for bank Hybrids into 2023.
– The components of hybrid pricing and the key influences on returns.
– Return expectations relative to other asset classes.

Q&A – your questions on Hybrids answered: Please email questions to [email protected], or there will be the ability to ask questions live (priority will be given to pre-submitted questions.

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