Insights

The ASX 200 reached a new high in January rising +4.6%. The rebound in momentum was supported by better-than-expected inflation data...

Marcus Bogdan from Blackmore Captial reporting season report card says the February reporting season for Australian stocks showed mixed...

The ASX 200 fell 3.2% in December as expectations that interest rates would be cut aggressively by the US Federal Reserve in 2025 faded...

The ASX 200 rose 3.8% in November buoyed by a decisive Republican victory in the US election. While the Trump victory helped equity...

Marcus Bogdan of Blackmore Capital highlights that Australia's market returns are robust but concentrated. A significant portion of...

The resilience of equity markets was tested in October, with the ASX 200 declining by 1.3%. The impact of higher bond yields and...

“We are committed to maintaining our economy’s strength…this decision reflects our growing confidence that with an appropriate...

Increasing Goodman Group (GMG) We have increased our position in Goodman Group (GMG) following the FY24 results and a subsequent price...

New Heights Amidst Sector Divergence The ASX 200 reached new record highs in August, marking its fourth consecutive monthly gain with a...

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...