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  • Writer's pictureMarcus Bogdan
    • Nov 11, 2020
    • 1 min read

The potential for portfolio rotation into Value & Cyclicals

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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