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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
ASX update; COVID-19 impacting Macquarie Group

Vaccine trial restart boosts markets, ASX strength to continue, COVID-19 impacting Macquarie Group A positive lead from Wall Street and news that AstraZeneca plc (NYSE:AZN) had resumed their vaccine trial sent the ASX 200 (ASX:XJO) 0.7% higher on Monday. Positive news on the vaccine front support the energy and industrial sectors amid hope of a…
Drew Meredith | 14th Sep 2020 | More
Charting a course to the future

Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to investments in property.

Drew Meredith | 25th Aug 2020 | More