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Portfolio Positioning & Upcoming Earnings Season

  • Writer: Marcus Bogdan
    Marcus Bogdan
  • Jan 28, 2021
  • 1 min read

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.


 
 
 

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