Insights

ASX 200 Hits Record High in July: Key Drivers and Sector Performance The ASX 200 surged by 4.2% in July, reaching a new peak for the...

The ASX 200 rose 0.9% in June, lifting the benchmark’s total return for the 2024 financial year to 12.1%. A notable observation of...

Blackmore Capital Blended Australian Equites Portfolio A higher-for-longer interest rate environment in Australia underscores the...

The ASX 200 rose 0.9% in May, materially lagging the strong rebound of +4.3% in US equities led by the Technology sector, which continues...

“It is likely to take longer for us to gain confidence that we are on a sustainable path down to 2 per cent inflation…I don’t know how...

We have sold our investment in Treasury Wines following an investment update at the Macquarie Annual Conference in May. The expectation...

Blackmore Capital Blended Australian Equities Portfolio We have included a new position in the portfolio – Macquarie Technology Group...

The ASX 200 rose 3.30% in March, extending its positive momentum for five consecutive months. From the market lows in October 2023, the...

The ASX 200 rose 0.8% in February and set its first new high since Augst 2021. The recent rally in equity markets has been driven...

The US Federal Reserve held interest rates steady this month, signalling a rate cut would be unlikely in March. Post the decision, the...

The conclusion of 2023 witnessed a common theme for global equity markets, wherein the path of higher interest rates exerted a...

Australian Equities Blended Portfolio We have initiated a new position in IDP Education (IEL) in the Australian Equities Blended...

Global equities rallied in November, buoyed by evidence that global inflation was finally moderating to a level that would allow the US...

Blended Australian Equities Portfolio | Australian Equities income Portfolio We have initiated a position in Pilbara Minerals, whose...

Australian Equities Income Portfolio We have added to our existing position in Santos (STO) following the company’s Investor Day, with...

Blended Australian Equities Portfolio We have recently exited 2 positions in the portfolio, SkyCity Entertainment Group (SKC) and Amcor...

The ASX 200 fell 3.8% in October, as rising bond yields weighed heavily on equity valuations. Indeed, the tension between rising interest...

Blended Australian Equities Portfolio WiseTech Global (WTC) is a provider of cloud-based software solutions to the global logistics...

The ASX 200 fell 2.8% in September as rising bond yields weighed heavily on global stock market valuations. At both an Index and company...

Australian Equities Income Portfolio We have sold the Westpac Banking Corporation (WBC) position in the Income Portfolio and reinvested...