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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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM looking for a buying opportunity in the AGVT ETF
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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