The end of momentum

Avoca Investment Management

In the podcast below, Jeremy Bendeich, Chief Investment Officer and Portfolio Manager at Avoca Investment Management discusses his overall impressions and trends for the reporting season. He discusses the following six key points:

  • His overall impression of the reporting season that just past
  • How the portfolio/investments fare in reporting season
  • The best and worst performing investments
  • Trends evident in reporting season
  • How to position in a reflating global macro environment
  • Where he sees value in the market

You can access the podcast here: (VIEW LINK)


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