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Equity manager shifts to ‘recovery plays’ ahead of V-shaped recovery

High conviction Australian equity manager Blackmore Capital has flagged a major shift in its portfolio ahead of what CIO Marcus Bogdan suggests is a ‘V-shaped recovery’ in corporate profits over the next 12 months. Bogdan cites improving economic indicators including forward looking manufacturing PMI releases as a key reason to be more positive on the…
The Inside Adviser | 14th Jan 2021 | More
Blackmore Capital puts ESG in action

Environmental (E), Social (S), and Governance (G) analyses consider a multitude of issues within the E, S, G pillars. For example, MSCI, one of the mainstream ESG data and rating providers, scores companies using ten themes and 37 different factors across E, S, and G categories. However, while these scores can provide useful information about…
Dragana Timotijevic | 23rd Nov 2020 | More