I am short term bullish across the same asset classes that have performed well during the course of this year (primarily banks, industrials)

James Marlay

I am short term bullish across the same asset classes that have performed well during the course of this year (primarily banks, industrials). I am also starting to feel more optimistic towards the resources sector. In particular those majors that have solid balance sheets and have been part of a broad resources sell off. Costs have been stripped out and I suspect they should be able to deliver good cash generation and work their assets harder. Medium term position to come later. James


About this contributor

James Marlay

James Marlay

Co Founder, Livewire Markets

I have 13 years experience in equity markets and financial media. In 2013 I Co Founded, Livewire Markets with Tom McKay. Our vision is to be the #1 source of investment ideas in Australia. Opinions expressed are my own.

Expertise

oz sentiment

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