Fund Updates

21 Aug 2025

ausbiz: Stocks To Shop As Consumer Sentiment Picks Up

Jarred Rubin, CEO of Blackwattle Investment Partners, joined Andrew Geoghegan on ausbiz to unpack the recent surge in Australian consumer sentiment, driven by RBA rate cuts and growing optimism among households. Westpac’s consumer sentiment index has climbed approaching levels that signal renewed economic confidence.

Blackwattle highlights Judo Bank (ASX:JDO) as a standout, thanks to its SME lending focus and strengthening financial metrics, including rising margins and diversified funding initiatives.

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