Reporting season wrap | Inflation | Russia-Ukraine
With reporting season done and dusted, Marcus Bogdan, CIO of Blackmore Capital runs through the key themes and what to expect in the year ahead.
Despite a rocky start with Omicron and concerns over Russia-Ukraine, this reporting season brought the pleasant surprise of more upgrades.
Marcus believes in this inflationary and uncertain environment, healthcare is still the sector to watch as hospitals work through backlogs of patients and that stocks such as CSL (CSL) and Ramsay (RHC) will continue to do well over the next 2-3 years. Companies with pricing power are also on his watchlist.