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HOMEWIRESASSET ALLOCATIONThe next bull market is underwayAt...

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    The next bull market is underway

    At Centennial Asset Management we believe it is likely the next bull market has already started.
    The next bull market is underway - Matthew Kidman | Livewire (livewiremarkets.com)

    In Australia, equity managers are defensively positioned. Institutional exposure to defensive holdings has consistently increased since March 2020 and continues to rise. Portfolios are overweight defensive exposures such as telcos and supermarkets and underweight two of the largest growth sectors in the market, financials and materials.

    GLTAH
 
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