• Marcus Bogdan

Portfolio Positioning & Upcoming Earnings Season

Marcus Bogdan, CIO of Blackmore Capital discusses valuations & earnings + dividend growth in the forthcoming 1H21 earnings season plus short term risks that could derail momentum in the ASX 200, including stretched valuations, bond yield rising & delays in vaccine rollout. Also covered is portfolio positioning towards defensive and value & cyclical sectors over growth.


Contact Us

   Level 2

       302 Lygon Street

       Carlton VIC 3053

   Postal Address

       GPO Box 1887

       Melbourne  VIC  3001

  • Black LinkedIn Icon
  • Black Twitter Icon
Subscribe To Receive Portfolio Updates
arrow&v
Contact Us
  • White LinkedIn Icon
  • White Twitter Icon

© 2018 Blackmore Capital

Art Direction by Michele Douglas
Designed By T.McDowell

Blackmore Capital Pty Ltd (ABN 72 622 402 895) (Blackmore Capital) is a Corporate Authorised Representative (CAR) of Artesian Venture Partners Pty Ltd (AFSL 284492)