OSH looks very similar to WPL, its failed to embrace the strong crude price through 2021 and we see no reason to fight the underperformance trend until further notice.
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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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Friday 6th June – Dow off -108pts, SPI down -13pts
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MM is neutral OSH
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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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Friday 6th June – Dow off -108pts, SPI down -13pts
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