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Market outlook for 2026-27

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Hi James & team,

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New Zealand 50 Gross Index

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Thank you for all your excellent analysis & insights.

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SmartGroup Corp Limited (ASX:SIQ) and Liontown Resources Limited (ASX:LTR)

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Hi Market Matters Team
Can I have your current view on Smart group (SIQ) and Liontown (LTR). Would you hold them now or sell?
Both were sold by MMatters late Jan.
regards
Debbie

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Unexpected movement of shares from ASX to Canada.

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Firstly, thank you for your service.

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GR Engineering Services Limited (ASX:GNG) and McMillan Shakespeare Limited (ASX:MMS)

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Could I have your thoughts on MacMillan Shakespeare and GR Engineering please?

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WiseTech Global (ASX:WTC)

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Good morning Team,
In view of Hormuz, what is your valued opinion of WTC?
Regards,
John

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Your thoughts on Hansen Technologies Limited (ASX:HSN) and are you still happy with Regal Partners Limited (ASX:RPL)?

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Dear Team,

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Vysarn Limited (ASX:VYS) and EBR Systems Inc (ASX:EBR)

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Dear MM,
Many thanks for all your excellent advice and information. I was hoping to get your thoughts on VYS, which you last covered about 18 months ago, when it was too small. I was also going to ask about oOh!Media, but given this week’s developments, I’ll change track and ask about your thoughts on a non-profitable company, EBR. Best regards, Mark

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Amcor Plc (ASX:AMC), James Hardie Plc (ASX:JHX) and ResMed Inc (ASX:RMD)

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To the MM team,

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Portfolio Construction and Aus vs US equities

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To The MM team,
Great work guys, keep up the amazing content.
Not looking for personal advice more a matter of strategy and philosophy.
You run multiple portfolios across different themes (Growth, Income, Small Cap and International). Us mere mortals have our equities bundled into a single portfolio where we cherry pick ideas from different styles.
So my question, with the forecast US returns (and Tech in particular) likely to outpace the ASX, how would you deal with underperforming Aussie shares. In particular: AMC and MGR. No doubt they will recover, but with a 12-18 month horizon it seems to me it could be better to cut and run then redeploy the cash into a hedged US ETF’s.
Any comments would be appreciated.
Charles

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