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MM is mildly bullish towards the US 2s, yields lower

by Matthew Snodgrass

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MM is neutral towards the KOSPI around 5,500

by Matthew Snodgrass

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MM is negative towards the DAX around 25,000 short-term

by Matthew Snodgrass

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MM remains negative towards the S&P 500 around 6835 short-term

by Matthew Snodgrass

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MM is now neutral towards the ASX200, around 8900

by Matthew Snodgrass

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MM remains neutral towards the ASX200, around 8900

by James Gerrish

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MM is long GQG, having recently upped our weighting

by James Gerrish

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MM has turned more neutral on WBC above $40

by James Gerrish

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MM remains long and bullish NCK in the Emerging Companies Portfolio

by James Gerrish

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MM remains neutral towards the ASX200, around 9050

by James Gerrish

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