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Navigating COVID lockdowns from an ASX portfolio perspective

  • Writer: Marcus Bogdan
    Marcus Bogdan
  • Jul 30, 2021
  • 1 min read

Marcus Bogdan CIO of Blackmore Capital discusses portfolio positions in Quality Defensives and the Energy & Materials sectors.


Navigating COVID lockdowns from a portfolio perspective requires defensive attributes with a focus on consumer staples and industrials, as well as being alert to reopening plays.



 
 
 

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