We are buying Dexus Property Group (DXS) into its current pullback. While uncertainties remain around the future of office, we believe these are captured in the price with DXS trading back at/below Covid lows.
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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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Monday 12th May – Dow down -119pts, SPI up +16pts
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MM are buying DXS in the Active Income Portfolio, allocating 4% around $8.02
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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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Monday 12th May – Dow down -119pts, SPI up +16pts
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