Fund Updates
20 Aug 2026
Blackwattle CEO Jarred Rubin joins Juliette Saly on ausbiz to discuss a broadly positive reporting season, while highlighting weaker trends across the banks and housing market. Jarred also shares where he sees opportunities, with a focus on small caps, technology, consumer discretionary and selected resources.
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Hear from our Blackwattle CEO and Partner Jarred Rubin as he discusses Market Insights for July.
July saw a 7% gap between large and small caps, energy up 12%, and the RBA’s hawkish pause. Blackwattle’s monthly market insights and fund commentary.
Australian equities closed the 2026 financial year with a subdued June, the S&P/ASX 200 returning 0.7% for the month and 6.1% for the twelve months to 30 June 2026. Blackwattle Investment Partners Market Pulse from CIO Michael Skinner.
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