TMS Insights August 2020

18 August 2020

18 August 2020 – Ben and Jeremy provide an update on the reporting season, running through a number of companies results. They give their views on navigating and positioning portfolios for the current COVID environment, as well as looking forward to the post COVID environment. Will there be a rotation out of stocks that have benefited from the pandemic? Stocks discussed include REA, RMD, CBA, SEK, ALU, CGF, AZJ.
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