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 a Portfolio Manager within Shaw and Partners heading up a team that manages direct equity and option portfolios. He is also the Primary Contributor to Market Matters, a daily investment report that offers real market insight.