Following its sobering 32% fall ALU like much of the IT sector has started to shrug off rising bond yields, a very encouraging short-term signal for the recently unloved growth sector. We are looking for an ongoing bounce which makes sense when we consider fund managers exposure to tech is at its lowest level in 16-years.
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 19th April – DOW up 22pts, SPI down -55pts
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MM is looking for 10-20% upside from ALU
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