News
22 Sep 2023Blackwattle is now live with 3 funds established, a 4th to be launched in September.
In this investor information session, hear directly from our CIO and our Lead Portfolio Managers on financial markets and our current portfolio positioning.
Investment Strategy
12 Sep 2023Ray David of Blackwattle Investment Partners articulates the major insights and consequences stemming from the current reporting season in the equity market. Ray pinpoints a heightened degree of impairment stemming from higher interest rates, which noticeably impacts lower valuations and results in unprecedented cost inflation, particularly affecting REITs, the mining sector, and industrial areas.
Click below to find out more:
https://ausbiz.com.au/media/quality-stocks-navigating-the-higher-cost-cycle?videoId=31632
As we wrap up the August 2024 reporting season, several key trends and economic conditions have emerged across various…
Our Blackwattle Investment Partners Large Cap Portfolio Manager Ray David provides insights to the Australian Financial Review following Wesfarmers…
Our Blackwattle Investment Partners Portfolio Manager Ray David discusses with the Australian Financial Review on the comparison of company…
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