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MM remains neutral the ASX200 after our upside target has been achieved

by Shawn Hickman

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MM is neutral/positive QBE

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MM remains long TLS in our Income Portfolio

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MM is cautious towards the resources medium term

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MM will consider increasing our MQG position into weakness

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MM likes JBH into another test on the downside

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MM will look to increase our GMG into another leg lower

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MM likes REA into another leg lower

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MM is still looking for the RBA Cash Rate to top out under 3%

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MM continues to look for US 10-years to rotate around 3%

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