A slight deviation from the theme but we are open-minded to both stocks and sectors, in this case we like this private health insurer into 2021. This insurer should benefit from the major COVID improvement as elective surgeries play catch up and people reconsider health cover now it actually offers far more value to those who opt for it, as opposed to during the pandemic when many surgeries were obviously unavailable.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish NHF initially targeting 15% upside.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Recorded Friday 20th February 2026
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Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
Recorded Wednesday 10th December
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