Insights

Portfolio Commentary The rapid economic recovery from the pandemic has supported continued momentum in equity prices with the ASX 200...

Marcus Bogdan, CIO of Blackmore Capital reviews the 2021 Financial Year of Australian equities and our current positioning for the year...

Blackmore Capital acknowledges the need for greater onus on governance and risk in our daily operations and constantly look to increase...

to hear Marcus Bogdan, Chief Investment Officer at Blackmore Capital discusses the impact of lockdowns on the share market on SBS.

Post Demerger WOW remains the largest supermarket across Australia and New Zealand with $53 billion of revenue and an even more robust...

Australian Equities Income Portfolio Change: Increased Amcor (AMC) We have added to our position in Amcor (AMC) a global packaging...

Marcus Bogdan CIO of Blackmore Capital talks to Ausbiz on the strong share price performances of: Commonwealth Bank, Goodman Group,...

Marcus Bogdan, CIO of Blackmore Capital discusses current themes in healthcare including Healius, Resmed, Sonic and views on M&A activity...

“The paradox is that the more successful central banks are in driving up valuations of risky assets using stimulus, the harder it becomes...

Blended Australian Equities Portfolio Changes: Increased weighting in Healius (HLS) We are encouraged by evidence of an ongoing recovery...

Thanks to Equity Mates Media for hosting Blackmore Capital CIO Marcus Bogdan for Watchlist Wednesday including Amcor, CSL and Healius...

Marcus Bogdan CIO of Blackmore Capital discusses sectors & themes we are currently favouring and an update on the Woolworths/Endeavour...

Blackmore Capital's Chief Investment Officer Marcus Bogdan talks about being focused on earnings quality, earnings resilience and balance...

Blended Australian Equities Portfolio Changes: WOW’s supermarket business has consistently outperformed Coles, and notably its online...

Optimism on Australia’s economic recovery continued to propel equity markets higher in April. Equity returns have been further bolstered...

Marcus Bogdan CIO Blackmore Capital, discusses key highlights from the Macquarie Bank Australia Equity Conference and the recent bank...

Marcus Bogdan, CIO of Blackmore Capital discusses our Australian Equity Portfolio and Investment Methodology.