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Company makes a wholesale placement but no retail offer – is that fair?

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Hi

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When to Sell?

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Hello MM

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Emerging Market ETF’s

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To the MM team,

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Updated view on Telix Pharma Ltd (TLX)

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Good afternoon MM team,

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Your opinion on 3 stocks please

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Dear Team,

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The situation with recent move on Sandfire (SFR)

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Hi,
thank you for your help with getting through the market.

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Japanese rates and domestic / U.S. bonds

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Hi guys, Could you please try to summarise what and why Japan is doing / thinking about with their rates and bonds. It seems like for the last few years I’ve been seeing the same headlines, in that they are waiting to increase rates and cut bond buying. Can you throw some light on what they’re waiting for or what they are getting forced into. How much U.S. debt do they hold and if they do adjust, how much impact will it have? Last year there was a big reaction; however, if everyone is expecting it, would it most be priced in?
Regards, Simon

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GQG Partners Inc (GQG)

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GQG does not appear to be on your radar for the Income Portfolio. Is it worth looking at now that it is trading under $2.00 & the last FUM update was positive? Thanks

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Light & Wonder (LNW), Southern Cross Electrical (SXE) and A1M (AIC Mines)

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Hi Market Matters
LNW & SXE are on your Emerging Co’s Portfolio. When are you likely to Hit Buy – at what price?
Also today AIC Mines have announced an equity raise.
Will you be participating in the SPP?
regards
Debbie

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Fixed Income Products

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Hello James and Team,

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