Insights

Increasing Ramsay Health Care (RHC) | Blended & Concentrated Funds On the 20th April 2022 Ramsay Health Care (RCH) announced it had...

The ASX 200 declined 0.9% in April, outperforming the steep falls that beset US equities where the S&P 500 fell 8.7% and the Nasdaq fell...

Marcus Bogdan, CIO of Blackmore Capital discusses the current market outlook specifically the rotation between sectors with the onset of...

Increasing CSL Limited (CSL) & - Concentrated Fund Since the onset of the pandemic in March 2020 CSL’s share price has fallen ~18%...

Ramsay Health Care (RHC) has received a conditional, non-binding, indicative proposal from a consortium led by KKR, to acquire 100% of...

Australian equities have outperformed the Rest of World for the second month in a row, driven by strong gains in Resources and Banks. The...

Inflation is a current challenge for #portfolio creation, according to Marcus Bogdan CIO of Blackmore Capital. With the RBA already...

The rapid escalation in geopolitical risks has triggered a sharp rise in volatility for global equity markets. Yet against this backdrop,...

Australian Equities Income Portfolio Change We have sold the Ampol holding in the portfolio and initiated a position in Atlas Arteria...

Blackmore Capital is delighted to announce our partnership with Hillcrest Strategic Partners Pty Ltd. As an Australian Equity Managed...

With reporting season done and dusted, Marcus Bogdan, CIO of Blackmore Capital runs through the key themes and what to expect in the year...

“The economy no longer needs sustained monetary policy support.” Fed Chairman Jerome Powell The ASX 200 declined more than 6% in January,...

Marcus Bogdan CIO of Blackmore Capital provides a rundown on what sectors look attractive after the January sell-off. Marcus says the...

Blended Australian Equities Portfolio & Australian Equities Income Portfolio Change Buy National Australian Bank （NAB） We have added NAB...

Marcus Bogdan CIO of Blackmore Capital says the spike in cases presents a huge risk in equity markets right now, with tremendous...

The elements that have supported the buoyancy of equity prices in 2021 are expected to fade in 2022. The intoxicating combination of...

M&A has been the name of the game in healthcare this week with both CSL (CSL) and Ramsay Healthcare (RHC) adding more strings to their...

Foresight Analytics releases investment ratings on Blackmore Capital Blended Australian Equities Strategy. Foresight Analytics has...

For a third consecutive month, the ASX 200 closed modestly lower. For November, the top contributor to returns was Materials (+6.3%)...

A new COVID variant is here, but Marcus Bogdan of Blackmore Capital says it's not changing how he views the markets. He tells ausbiz...