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The US markets shift to T+1 settlement and the FX PDS update both take effect on Tuesday 28th May 2024.

Is this it? end of the bull market or buying opportunity?

The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.

The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.
 

In this timely discussion, Investor’s Mutual portfolio manager Dan Moore discusses all this and more, including:

  • Why valuations may still need to fall
  • Which companies are most likely to struggle in a downturn
  • Why banks are making provisions for increased delinquencies
  • Where to find gems in the chaos, and
  • How a long term investor can profit if they hold their nerve.