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  • Writer's pictureMarcus 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.


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