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MM is neutral 3PL, and would become more positive $1.10.

by James Gerrish

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MM is neutral IEL.

by James Gerrish

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MM is bullish the $A medium-term, a headwind for the Education Sector.

by James Gerrish

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MM is very concerned around China – Australia trade relations.

by James Gerrish

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MM is bullish US / global bond yields medium term.

by James Gerrish

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MM remains bullish stocks / risk assets through 2021 albeit in an ever increasingly volatile manner.

by James Gerrish

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MM remains bullish BSL.

by James Gerrish

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MM is bullish RHC.

by James Gerrish

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MM is watching A2M carefully & not adding to our small 3% position yet

by James Gerrish

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MM remains bullish the ASX200 through 2021 albeit in an increasingly volatile manner.

by James Gerrish

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