As discussed in recent reports, we have shifted to neutral on Pinnacle (PNI) after a strong rally. We have reservations around FUM flows heading into half year results and are using the recent rally to lock in profits on our 4% weighting.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Monday 12th May – Dow down -119pts, SPI up +16pts
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MM are selling PNI in the Emerging Companies Portfolio, taking profit around $10
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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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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Monday 12th May – Dow down -119pts, SPI up +16pts
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