The market narrative is changing, with investors seemingly less concerned about recession and more concerned about not missing out on the next rally.

Livewire Markets has been speaking to fund managers who have held bullish views and who continue to hold them looking forward, including Munro Partners’ portfolio manager Jeremy Gibson. He provides his take on the macro conditions, why the glass is half full, and the opportunities the Munro team is pursuing.

Click here to read the article.

 

Angus Test Advisor

Stephen Miller is an Investment Strategist with GSFM. The views expressed are his own and do not consider the circumstances of any investor.

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