Barclay Pearce Capital - BPC

Barclay Pearce Capital - BPC Barclay Pearce Capital (BPC) strives to provide optimal and multi-dimensional tailored services.

02/09/2026

A 10% return doesn’t always tell the full story.

In this clip, BPC Portfolio Manager Luke Wi******er explains why investors should look beyond the headline return and consider how much risk and volatility was required to achieve it.

A portfolio may finish the year having met its return objective, but if that result involved significant swings and drawdowns along the way, there may have been a more balanced way to achieve the same outcome.

For investors, the question isn’t simply:
“What did my portfolio return?”

It’s also:
“Was I taking the right level of risk to achieve it?”

A portfolio review can help assess whether your current holdings, diversification and risk exposure still align with what you’re trying to achieve.

Arrange a portfolio review with Barclay Pearce Capital: https://bit.ly/4xB6Tvm
General Advice Warning: This content is general in nature and does not constitute personal financial advice. Please consider your own circumstances and seek professional advice before making any investment decision.

This week on As Barclay Sees It, we look at a wealth management issue that receives far less attention than it should: t...
01/09/2026

This week on As Barclay Sees It, we look at a wealth management issue that receives far less attention than it should: the financial gap facing professional athletes after their playing careers end.

As AFL and NRL finals approach, the spotlight on Australia’s elite athletes is at its brightest. Salaries, broadcast deals and commercial opportunities have reached record levels, yet many athletes still face significant financial challenges once the final whistle blows on their careers.

The issue is not simply how much athletes earn. It is whether they have the right structures, advice and long-term planning in place to turn a short window of peak income into decades of financial security.

With athlete earnings becoming larger, more complex and increasingly public, specialist wealth management for professional sport is no longer a niche. It is an underserved discipline that is becoming increasingly important.
That is why platforms like Athlete’s Journey, which are designed around the realities of a professional sporting career, have an important role to play in helping athletes think beyond the playing years.

We unpack why the athlete wealth management gap exists, and why the next generation of professional athletes may need a more tailored approach.

View the full blog here: https://bit.ly/4gtnUBB

01/09/2026

A mineral discovery can look compelling on paper. But before investors get carried away by the size of a resource, there’s a more fundamental question to ask: who actually wants the product?

In this excerpt from Barclay Pearce Capital’s Critical Minerals Outlook 2026 webinar, geologist Andrew Hawker explains why understanding the market — and the metallurgy required to produce a saleable product — should come before committing significant capital to resource definition.

It’s one of the key considerations investors face when separating an interesting discovery from a potentially viable project.

Watch the excerpt and tell us what you look for first when assessing a critical minerals opportunity.

Access the full webinar: https://ap1.hubs.ly/H01k_kD0

General Advice Warning: This content is general in nature and does not constitute personal financial advice. Please consider your own circumstances and seek professional advice before making any investment decision.

29/08/2026

A considered investment view requires more than a headline or a price movement.

It requires an understanding of the business, the sector, the catalysts and the risks.

BPC Research helps investors develop that perspective across listed company opportunities and broader market themes.
Subscribe to BPC Research & Insights.

28/08/2026

Oil prices can move quickly. For producers, the more important question is what the market is signalling further out.

Brookside Energy (ASX: BRK) Managing Director David Prentice explains why the company focuses on the oil forward curve 18 months to two years ahead when assessing future development.

For Brookside, the objective is not simply to respond to short-term price movements. It is to make development decisions with a view to bringing production online into the strongest possible pricing environment.

With Brookside continuing to advance its operations in Oklahoma’s Anadarko Basin, this longer-term approach to capital allocation remains an important part of the company’s growth strategy.

Watch the snippet below.

Explore the Brookside Energy Investor Showcase and access further company information: https://ap1.hubs.ly/H01kp6H0



General Advice Warning: This content is general in nature and does not constitute personal financial advice. Please consider your own circumstances and seek professional advice before making any investment decision.

27/08/2026

🏉📉 Markets & Match-Ups – Where Finance Meets Footy! 🎙️💰

We’re back with another episode of Markets & Match-Ups, covering a mixed week across markets, reporting season updates, and another important round of NRL action.

This week, Luke Wi******er discusses a softer week for the Australian market, with the ASX down around 1.7% while US markets remained near all-time highs. Locally, weaker commodity prices weighed on the market, while results from major index names such as Commonwealth Bank and Telstra also contributed to the softer tone.

With reporting season in full swing, the team looks at how company updates are driving sentiment, from CBA’s mortgage application trends to Telstra’s increased network investment as competition builds across the enterprise market.

On the footy side, the team recaps the Panthers’ loss to the Roosters in what Luke called the game of the round, with a genuine finals feel and a strong defensive performance from the Roosters. The Knights also got the win over the Titans, keeping themselves in the mix as the race for top-four positioning continues.

Looking ahead, Warriors vs Souths stands out as the key match-up between two top-eight sides, while Roosters vs Tigers could be another big scoreline to watch.

Follow Markets & Match-Ups throughout the season, and connect with the BPC team to stay across the market moves that matter for your investment strategy.

In this edition of the BPC Insider, Adi Deshpande takes a closer look at the Australian healthcare sector, which has lar...
25/08/2026

In this edition of the BPC Insider, Adi Deshpande takes a closer look at the Australian healthcare sector, which has largely fallen out of focus as investor attention remains concentrated on technology, artificial intelligence and mining.

The S&P/ASX 200 Health Care Index has experienced a prolonged period of underperformance, with the recent sell-off pushing valuation and sentiment measures toward levels rarely seen over the past two decades.

While the exact drivers remain open to debate, the scale of the underperformance suggests the sector deserves closer scrutiny.

We unpack why Australian healthcare may be approaching one of its most interesting setups in recent years.

https://www.barclaypearce.com/blog/absi-healthcare-sector-review-countercyclical-or-carnage

24/08/2026

Where does the AI investment opportunity actually sit?

As the AI thematic matures, investors are increasingly looking beyond “AI” as a single investment category.
The opportunity spans multiple layers — from data centres and infrastructure, through to compute, software and the applications being built on top.

In BPC’s AI Investment Outlook 2026, Michael Bogoevski asks David Keane, CEO & Co-Founder of https://ap1.hubs.ly/H01jpm-0, how investors should think about the broader AI ecosystem and where opportunities could emerge over the next 12–24 months.

Understanding which layer of the AI value chain you’re investing in could become increasingly important as the sector develops.

Access the full BPC AI Investment Outlook 2026:
https://ap1.hubs.ly/H01jpPv0

General Advice Warning: This content is general in nature and does not constitute personal financial advice. Please consider your own circumstances and seek professional advice before making any investment decision.

20/08/2026

🏉📉 Markets & Match-Ups – Where Finance Meets Footy! 🎙️💰

We’re back with another episode of Markets & Match-Ups, covering a mixed week across markets, reporting season updates, and another important round of NRL action.

This week, Luke Wi******er discusses a softer week for the Australian market, with the ASX down around 1.7% while US markets remained near all-time highs. Locally, weaker commodity prices weighed on the market, while results from major index names such as Commonwealth Bank and Telstra also contributed to the softer tone.

With reporting season in full swing, the team looks at how company updates are driving sentiment, from CBA’s mortgage application trends to Telstra’s increased network investment as competition builds across the enterprise market.

On the footy side, the team recaps the Panthers’ loss to the Roosters in what Luke called the game of the round, with a genuine finals feel and a strong defensive performance from the Roosters. The Knights also got the win over the Titans, keeping themselves in the mix as the race for top-four positioning continues.
Looking ahead, Warriors vs Souths stands out as the key match-up between two top-eight sides, while Roosters vs Tigers could be another big scoreline to watch.

Follow Markets & Match-Ups throughout the season, and connect with the BPC team to stay across the market moves that matter for your investment strategy.

We take a closer look at Harmoney Corp Limited (ASX: HMY), a digital consumer lender operating across Australia and New ...
18/08/2026

We take a closer look at Harmoney Corp Limited (ASX: HMY), a digital consumer lender operating across Australia and New Zealand.

Harmoney has reaffirmed guidance for net profit to more than double, a notable signal for a micro-cap operating in a market where fintech, lending and SaaS businesses have largely fallen out of favour.

With its proprietary AI-powered lending platform, scalable digital operating model, diversified funding base and positive operating cash generation, HMY presents a case where the company’s earnings trajectory may not yet be fully reflected in its valuation.

We unpack why Harmoney’s latest guidance could mark an important inflection point for investors.
https://ap1.hubs.ly/H01hT6r0

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