Insights

Recent changes to the Blackmore Capital Australian Equity Portfolios With the unprecedented dislocation of economic activity, the...

It has been a watershed month for financial markets as coronavirus outbreaks have become more widespread. The disruption to global output...

It has been a watershed month for financial markets as coronavirus outbreaks have become more widespread. The disruption to global output...

Increased BHP Group (BHP), Macquarie Group (MQG), Qube Holdings (QUB) and Ramsay Health Care (RHC) As the coronavirus has become more...

• Market corrections are never pleasant experiences. Yet, this is the time when investment temperament becomes critically important....

Blackmore Capital has been shortlised for the Money Management Australia Fund Manager of the Year Awards 2020 in the Seperately Managed...

Recent changes to the Blackmore Capital Blended Australian Equity Portfolio With equity market valuations trading at significant premiums...

The 12-month forward Price earnings Ratio (PE) for the ASX 200 is now greater than 18 times, notably 27% higher than the long-term...

We added GPT Group to the portfolio, an additional property trust exposure to the existing position in Viva Energy REIT. GPT is one of...

“The danger of focusing on maximising current earnings is you systematically underinvest. You really need to make sure you focus on the...

Recent changes to the Australian Equities Income Portfolio Sold Insurance Australia Group (IAG) In July 2019 we materially reduced our...

“Interest rates will remain low for an extended period – certainly, much lower, on average, than before the global financial crisis…[as]...

Livewire Markets Alex Cowie recently interviewed Marcus Bogdan CIO of Blackmore Capital on stock selection in times of periodic market...

The following changes have been made to the Blackmore Capital Blended Australian Equity Portfolio. Reduced Commonwealth Aust Bank (CBA)...

Investor sentiment remains exuberant, with central banks having created a very supportive backdrop for global equities. With the prospect...

Recent changes to the Blended Australian Equities Portfolio & Australian Equities Income Portfolio Increased BHP Group (BHP) Since we...

This year the world’s economy is expected to grow by its slowest rate since 2009, according to the International Monetary Fund. Growing...

Recent changes to the Blended Australian Equities Portfolio Sold Resmed (RMD) We have sold our position in Resmed following a 40%+ uplift...

Blackmore Capital CIO Marcus Bogdan discusses Blackmore Capital's Concentrated Australian Equity Portfolio with InvestSense's Jonathan...

Entrenched uncertainty is exerting a pervasive depressing effect on global economies. A growing number of global manufacturing & services...