Insights

Marcus Bogdan shares on Livewire the five main macro headwinds that the equity market is facing. https://www.livewiremarkets.com/wires/th...

“Having badly misjudged the strength of inflation over the past year, central banks are now anxious to convey the message that they are...

The Blackmore Capital Blended Australian Equities Fund has been awarded a Lonsec Research Rating of Investment Grade (SMA). The...

Marcus Bogdan, CIO of Blackmore Capital summarises the 2022 Full Year Company Reporting Season wrapping up stocks and industries that...

Remarkably, the consumer has been incredibly resilient despite record levels of inflation and rising interest rates. How did the Consumer...

“The Australian economy is starting from a strong base with low unemployment and high levels of household savings, but the effects of...

Changes for Blended Australian Equities Portfolio Buying Amcor (AMC.AX) Amcor is a global packaging company supplying a broad range of...

Claire Xiao spoke to Hans Lee & Livewire Markets on the News Corp result and outlook. See the full interview as to why NWS remains in our...

Portfolio change for Blended Australian Equities Portfolio Reduce News Corp (NWS) We have reduced our position in News Corp (NWS). With...

Consumer discretionary spending is declining, according to credit & debit expenditure statistics from CBA #research. Blackmore Capital's...

With several supply headwinds being faced by the mining and energy sectors, what is the outlook for both? And where does the healthcare...

Marcus Bogdan, CIO of Blackmore Capital talks through our current portfolio positioning given the outlook of rising interest rates

“A peak in inflation is one the typical drivers of a bear market trough, a perception that the rate of deterioration in economic growth...

On 1 June 2022, BHP’s Petroleum business merged with Woodside to create a global top 10 independent energy company by production. Given...

Blackmore Capital CIO Marcus Bogdan recently spoke to Glenn Freeman of Livewire Markets - a full transcript of the interview can be found...

We have reduced the Commonwealth Bank (CBA) position in the portfolios and reinvested most of the proceeds in the existing Telco...

Over the course of the pandemic central bankers spent considerable time reassuring investors what might lie ahead in terms of both...

The Blackmore Capital Blended Australian Equities Fund has been upgraded to Recommended by Zenith Investment Partners. 'The Portfolio,...

Marcus Bogdan, CIO of Blackmore capital discusses the importance of company visitation and management interviews as a core component of...

Marcus Bogdan, CIO of Blackmore Capital reviews the current state of Banking stocks including dividend levels and recent performance. ...