3 wires that caught my eye this week
1) Hamish Douglass, Chief Investment Officer at Magellan provides his latest update on the global macro outlook. With central banks around the world beginning to tighten he sends a clear message: Beware of Quantitative Tightening: (VIEW LINK)
3) Bell Potter’s experienced Banking & Insurance Analyst, TS Lim, evaluates the outlook for the financial sector, including their picks in the space: (VIEW LINK)
This week we asked some of our regular contributors what they do when a stock in their portfolio is getting hit hard; it seems this was timely information for our readers as we were blown away by the response. We hope you enjoy it as much as our other readers: (VIEW LINK)
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