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MM are selling VGK US in the Global Macro ETF Portfolio, taking a loss around $55.85

by Shawn Hickman

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MM are selling BOQ in the Flagship Growth Portfolio, taking a loss around $7.35

by Shawn Hickman

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MM is looking to switch our VGK position into the YCS ETF

by Shawn Hickman

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MM is bullish WMT US and depressed retail stocks more generally

by Shawn Hickman

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MM is bullish ABY

by Shawn Hickman

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MM will hold GEM for now pending their 1H22 result on 24th August

by Shawn Hickman

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MM is considering cutting our BOQ position

by Shawn Hickman

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MM remains neutral US stocks

by Shawn Hickman

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MM believes economic pessimism went too far in H1

by Shawn Hickman

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MM is 50-50 whether we see a noticeable recession – who cares about theoretical ones!

by Shawn Hickman

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