Podcast Archive

Marcus Strategy Tuesday 27th April 2020


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Floppy day today but the trend is still our friend as interest rates continue to trend down and virus issues (in India) continue to be ignored. We have a look at Afterpay and highlight that there are some stocks that are driven by sentiment first and fundamentals second and this is one. We have included both the MT Growth and MT Income portfolios today. The MT Income portfolio is flying along at the moment as the banks results season comes into focus, calendar in the Strategy Section today. We look at a couple of sectors that are quietly trending up and conclude that for now we are chasing a bull market and the only way to do that is to be fully invested.

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