top of page

Portfolio positioning for supply chain disruption

  • Writer: Marcus Bogdan
    Marcus Bogdan
  • Jan 17, 2022
  • 1 min read

Marcus Bogdan CIO of Blackmore Capital says the spike in cases presents a huge risk in equity markets right now, with tremendous disruptions to supply chains and labour.


Marcus says that it's important investors take into account both Omicron and inflation risk, but also that we are still seeing elevated levels of growth and that trajectory seems strong.



 
 
 

Commentaires


bottom of page