Conversely we think the tech stocks will struggle to post fresh highs in 2022 after too many big names have been rerated on the downside, a great illustration around how stock / sector selection combined with some astute timing will be required to add decent alpha through 2022 – we shouldn’t expect to get everything correct but its shaping up to be an Active Investors dream for the next few years.
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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 the NASDAQ short-term
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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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Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
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