Equities have delivered some painful moves over recent weeks but the declines by bonds have been unrelenting through 2022. However, as we discussed earlier MM believes the move is maturing fast as markets become increasingly concerned that a recession is looming on the horizon. We see no reason to catch this falling knife at this stage but it’s certainly one for our Watchlist.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM looking for a buying opportunity in the AGVT ETF
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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