This week our Portfolio Manager Steven Everett appeared on Ausbiz News Channel to chat about how he sees the market right now.
Having initially been an investor in Afterpay back in its infancy, Steven’s now changed his view and feels the market has run too far for this well talked about tech unicorn and is forecasting a rocky road ahead.
Acknowledging that it is a challenging time to be an investor with the risk of being out of the market just as great as the risk of being in the market, Steven provides some ideas of where one might be able to get exposure to shares while mitigating some of the risk.
Finally, when prompted about the extension of the mortgage payment holiday, Steven provides what is probably a contrarian view that if we are going to have a housing correction that we should stop trying to put it off and simply get on with it.
Watch the entire interview here: