Fund Updates
17 Dec 2025Blackwattle Investment Partners CEO Jarred Rubin discusses with Juliette Saly key themes shaping 2026.
Jarred outlines 2025 as a year defined by three distinct phases – early trade and tariff uncertainty, a powerful risk-on rally led by small caps, and a late resurgence in inflation concerns. Looking ahead to 2026, he highlights the growing divergence in interest rate expectations between Australia and the US as a key macro theme.
…To view please click the link below:
Market Insights Australian equity markets declined in November, with the S&P/ASX 200 falling 2.7%, underperforming most developed markets. Domestic…
Hear from our Large Cap Portfolio Manager Joe Koh as he discusses Market Insights for November. Click the video…
Blackwattle Mid-Cap Portfolio Manager Michael Teran joins Money of Mine hosts Travis Ricciardo and Jonas Dorling to share his…
Blackwattle Equity Income Fund Launch – January 2026
Blackwattle Investment Partners is pleased to announce the launch of its new Equity Income Fund. The team, comprising Rudi Minbatiwala, Jason Moodie, and Marlon Chan, brings a combined 70 years of investment experience and a 17+ year history of working together at First Sentier Investors, where they managed a highly regarded Equity Income strategy since 2008.
To find out more please contact our team by clicking the link below: