The list of ingredients needed for cyclical recovery continues to build. This month we have further rotated the Wilsons Australian Equity Focus List towards cyclical recovery beneficiaries which now comprise 60% of the Focus List, up from 45% in September. New developments in the COVID-19 vaccine race this week further support this case. In our November Australian Equities report we:
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John is a leading investment strategist with 20 years experience.