Insights

Encouragingly, recent economic indicators reflect a V-shaped recovery in profits over the next 12 months. Global manufacturing PMIs have...

The ASX 200 total return of 1.4% for 2020 belies a sense of resolute calmness. For 2020 the Blended Australian Equity Portfolio returned...

Marcus Bogdan, CIO of Blackmore Capital goes INDepth with James Dunn from The Inside Network about the 'Importance of Process and...

What is the most disruptive company in your portfolio?

What is the most powerful investment theme in the next decade?

What are the key contributors to your outperformance?

What is your 3 year view on the banking sector and dividends?

Which sector or company is best placed for a strong 2021?

Do Value, Growth or both have a role to play in an equity portfolio?

Marcus Bogdan of Blackmore Capital and Tribeca's Jun Bei Liu team up for a special stock-specific panel with their recommendations on...

The 10.2% return for the ASX 200 in November ranks as one of the strongest months on record. The expectation of a ‘V-shaped recovery’...

Marcus Bogdan CIO of Blackmore Capital on current market valuations and the outlook for earnings in 2021. Stocks discussed included CSL,...

Adjustments to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Increasing Northern Star Resources (NST) We...

Laura Dew from Money Management Australia recently covered Blackmore Capital exit from ASX Limited Link to full article

Blackmore Capital CIO Marcus Bogdan shared his thoughts with Jonathan Shapiro of The Australian Financial Review on why we exited our...

Marcus Bogdan CIO of Blackmore Capital speaks to Ausbiz on the rebound of equity markets and current valuations. Stocks discussed...

The following article was published on the Inside Adviser website authored by Dragana Timotijevic - the article can be viewed here ....

Adjustments to the Blended Australian Equity Portfolio Reduced BHP Group (BHP), Commonwealth Bank (CBA) & News Corporation (NWS) -...

Marcus Bogdan CIO of Blackmore Capital discusses the rotation of portfolio positioning into value & cyclical companies and recent trading...

We are at the nascent stages of an economic recovery in Australia, with the FY20 earnings season marking the trough in corporate earnings...