• Marcus Bogdan

Safeguard sector plays for a rising inflation environment

Inflation is a current challenge for #portfolio creation, according to Marcus Bogdan CIO of Blackmore Capital. With the RBA already flagging it is mulling an earlier than expected interest rate rise, Marcus discusses how we are positioning portfolios. When it comes to sector specific, Marcus favours Endeavour Group $EDV for consumer basics, BHP & Oz Minerals for Commodities and Ramsay Healthcare & Healius for Healthcare.