In this tug-of-war market you need a bet each way

Brett Gillespie | Ellerston Capital | 15 October 2018

The world is getting very interesting. I like to think of it as two strong forces - the force of the US economy accelerating but also the concern about tariffs getting bigger. It's like two big tug of war forces and they’ve both got stronger since my last update. You need to have a bet each way.

Presentation  Recorded 24 September 2018 (5 mins)  |  Podcast