Markets are currently doing what they do best – climbing a wall of worry. And while cashed-up investors may be waiting for another crash or downswing so they can re-position, Tribeca Investment Partners’ Jun Bei Liu thinks investors are getting it wrong.

Instead, Liu is bullish on the outlook for the Australian economy, believes that the China reopening theme still has room to run, and believes investors should be taking profit in defensive companies and repositioning into quality stocks to navigate the months ahead.

And while she admits we are likely to see some near-term weakness, particularly in consumer-related companies, Liu believes that by taking a longer-term view, investors portfolio’s will come out stronger on the other side.

Click here to read the LiveWire article.