Marcus Bogdan

Marcus established Blackmore Capital in 2017 following a 25-year investment career covering work as a research analyst at McIntosh/Merrill Lynch, Portfolio Manager at Cooper Investors, and CIO (Asia Pacific) for Canaccord Genuity.

Expertise

The opportunity (and challenge) of online grocery for Coles and Woolworths

Marcus Bogdan

The online grocery sector is inherently more complex than other forms of online retail. It is evident that the online grocery sector has not exhibited the same level of frenetic cadence or disruption that other forms of online retail have experienced. Show More

ASX:WES ASX:WOW

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Two beneficiaries of the $24bn infrastructure pipeline

Marcus Bogdan

Public infrastructure spending in Australia has a positive outlook for the medium-long term, with government announcements and global trends indicating that large public infrastructure companies will have a multitude of projects in the pipeline. Two of these beneficiaries are ASX-listed companies Boral (BLD) and Adelaide Brighton Cement (ABC). Show More

ASX:ABC ASX:BLD

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