Sort By

  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Ishan Dan

  • The Inside Adviser

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
Lockdown 2.0 – How the second wave will hit markets

Just when you thought it was over. Coronavirus strikes again.

Ishan Dan | 28th Jul 2020 | More