- We are looking to tweak our portfolios away from Tech into Christmas, with the Resources and Healthcare/Real Estate Sectors most likely to receive some of the funds due to our current positioning instead of our preference for 2024.
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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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Friday 9th May – Dow up +254pts, SPI up +3pts
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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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Friday 9th May – Dow up +254pts, SPI up +3pts
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