The picture in Europe is similar to our own with stocks managing to hold reasonably firm even as COVID numbers escalate into winter is again testament that investors are reticent to give up on the bull market, at least just yet. We feel the risk / reward is slowly shifting towards the buyers back around the 15,000 area.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Vaneck FTSE Global Infrastructure ETF (IFRA)
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Gerrish: The correction is done, we’re positioning for what comes next
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Friday 6th June – Dow off -108pts, SPI down -13pts
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MM likes the DAX into current 7.8% weakness
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
FY26 is shaping up as a year where strategic portfolio positioning will matter more than ever. Hear from James Gerrish & Shawn Hickman as they detail MM's current views.


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Vaneck FTSE Global Infrastructure ETF (IFRA)

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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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Friday 6th June – Dow off -108pts, SPI down -13pts
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