Conversely BKL was the markets worst performing stock on Monday slipping 5% on no news, the stock continues to bounce around between $60 and $90 putting it into the watch and see area for MM on both the fundamental and technical level. For now it seems all too hard.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Gerrish: The correction is done, we’re positioning for what comes next
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MM is neutral BKL
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
FY26 is shaping up as a year where strategic portfolio positioning will matter more than ever. Hear from James Gerrish & Shawn Hickman as they detail MM's current views.

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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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