Chris Watling from London-based Longview Economics has been a vocal bear for some time and recently called for an Australian recession. The real question now though is what can investors do with this information? We asked him and his responses were quite surprising.
Chris, who also argues that the Fed needs to cut rates, told us “I think there is probably one more chapter in that - one more leg down - then come the middle of the year, I think one wants to start thinking about a reflationary trade”. Watch this snippet from our recent shoot with him, in which he explains why it will soon be time to switch to equities.
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