Charlie Aitken & James Gerrish – Why the market could drop 10%.
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 Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and Partners heading up a team that manages direct domestic and international equity & fixed-income portfolios for wholesale investors.
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