We are adding to our existing position in Snowflake (SNOW US), increasing by 2% taking it to a 5% portfolio weight into current weakness. We believe the stock has now found a level post a softer than expected quarterly result.
MM are adding to Snowflake (SNOW US) in the International Equities Portfolio, targeting a 5% weighting around $US163.00
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We are adding to our existing position in Blackstone (BX US), increasing by 2% taking it to a 6% portfolio weight. Blackstone has significant exposure in global asset markets that we can now back with more conviction.
MM are adding to Blackstone (BX US) in the International Equities Portfolio, targeting a 6% weighting around $US128.00
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