It is easy to stress over whether we are in a bear rally or the start of a bull market. But we know that companies have stressed balance sheets from disruption. Rather than chase individual opportunities it may be simpler to own the quoted brokers. This could be their time.
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Weekly Commentary: 13/04/20 – With Recovery comes Refinance
With Recovery comes Refinance
It is easy to stress over whether we are in a bear rally or the start of a bull market. But we know that companies have stressed balance sheets from disruption. Rather than chase individual opportunities it may be simpler to own the quoted brokers. This could be their time.
Read more