Market Bites

Thomas Schoenmaker

Wentworth Securities

"Market Bites" brings together commentary, links to news and articles, which we think our clients will find of interest. We worry about China before Greece. We stand by recent macro thematic trades we have discussed for some time - 1) Interest rates in AUS moving lower 2) Be short the A$ - finally moving lower at US$0.745. Should eventually see a move in to the 60c range. 3) Don't own iron ore stocks. Too early. 4) Look at alternate investment managers for international and low correlation to equity markets. Millennium Intl was up +1.2% in June as an example (S&P500 -2.10% and ASX All Ords -5.61%). Have a quick read (VIEW LINK)

3 stocks mentioned

Thomas Schoenmaker
Director and Head of Wealth Management
Wentworth Securities

Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...

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