Insights

Blended Australian Equities Portfolio & Australian Equities Income Portfolio Change Buy National Australian Bank （NAB） We have added NAB...

Marcus Bogdan CIO of Blackmore Capital says the spike in cases presents a huge risk in equity markets right now, with tremendous...

The elements that have supported the buoyancy of equity prices in 2021 are expected to fade in 2022. The intoxicating combination of...

M&A has been the name of the game in healthcare this week with both CSL (CSL) and Ramsay Healthcare (RHC) adding more strings to their...

Foresight Analytics releases investment ratings on Blackmore Capital Blended Australian Equities Strategy. Foresight Analytics has...

For a third consecutive month, the ASX 200 closed modestly lower. For November, the top contributor to returns was Materials (+6.3%)...

A new COVID variant is here, but Marcus Bogdan of Blackmore Capital says it's not changing how he views the markets. He tells ausbiz...

Marcus Bogdan CIO of Blackmore Capital spoke to Gemma Dale of nabtrade on our current views of Bank, Healthcare and the general outlook...

Reducing Banks - Westpac (WBC) & Commonwealth Bank (CBA) Blended & Income Portfolio We recently reduced the Westpac (WBC) and...

Just four weeks after the Victorian Royal Commission, Crown has received another takeover bid. How does it stack up? SBS Finance Editor...

Marcus Bogdan of Blackmore Capital shares his views on earnings momentum. He's been disappointed by the banking sector so far, with CBA...

We have added to Integral Diagnostics (IDX) following its trading update at its AGM. While organic revenue remains below expectations in...

With the Australian equity market having returned more than 70% since the pandemic lows of March 2020, the recovery in stock prices has...

Marcus Bogdan CIO of Blackmore Capital discusses the local AGM season and recent quarterly reports . On the top of his watchlist is Amcor...

Marcus Bogdan of Blackmore Capital says we're headed into a seasonally tough period for markets. On top of that, supply chain issues are...

Blackmore Capital Australian Equities Income Portfolio We have added to the existing holding of Suncorp in the Income portfolio, funded...

Integral Diagnostics (IDX) provides diagnostic imaging services in Australia and New Zealand. IDX derives ~90% of its revenue from...

Blackmore Capital is bolstering its defenses, adding quality names to the portfolio with economic uncertainty still a reality. Marcus...

Portfolio Commentary The indomitable optimism that has fuelled risk assets to be priced to perfection was punctuated by more sober...