Emerging opportunities in large-caps

While the best large-cap stories are normally expensive and the ASX 50 is dominated by cyclicals, banks, bond proxies and property names, there is a way through to attractive returns. It’s necessary to buy the growth stories in market panics, pick the right turnarounds to back and trade the others around their cycles. This report details how our large-cap research process works and where we see the next opportunities. (VIEW LINK)