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The Bottom Line

While value is starting to present itself in the retail sector, we believe it’s a tad too early to don a contrarian hat and increase market exposure.

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Relevant suggested news and content from the site

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ANZ Bank (ANZ) v Commonwealth Bank (CBA)
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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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Hybrid Table
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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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Overview
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Lovisa Holdings Ltd (LOV)
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Monthly Update: Portfolio performance and positioning during October
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