Charlie Aitken & James Gerrish – Why the market could drop 10%.
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This morning I sat down with Charlie Aitken from AIM for a quick update on his macro views and the susceptibility of the market at current levels. We discuss US tech, Asian growth, crowded trades and the scope for a large correction in global stocks.
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James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
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