NZ based fixed line infrastructure business may have crossed some investors’ minds as they scanned the main board for defensive orientated positions, especially as the shares are forecast to yield in excess of 4% over the next 12-months. The stock keeps promising and then failing to deliver, MM believes this is a time to keep it simple, we prefer Telstra (TLS) and TPG Telecom (TPL) in the Telco space.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Vaneck FTSE Global Infrastructure ETF (IFRA)
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Gerrish: The correction is done, we’re positioning for what comes next
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Friday 6th June – Dow off -108pts, SPI down -13pts
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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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Vaneck FTSE Global Infrastructure ETF (IFRA)

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Gerrish: The correction is done, we’re positioning for what comes next
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Friday 6th June – Dow off -108pts, SPI down -13pts
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