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The potential for portfolio rotation into Value & Cyclicals

  • Writer: Marcus Bogdan
    Marcus Bogdan
  • Nov 11, 2020
  • 1 min read

Marcus Bogdan CIO of Blackmore Capital discusses the rotation of portfolio positioning into value & cyclical companies and recent trading updates from Brambles (BXB), Goodman Group (GMG) & Woolworths (WOW).


 
 
 

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