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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