Fund Updates
18 Sep 2026
Blackwattle Portfolio Manager Elan Miller joins Juliette Saly on ausbiz to discuss reporting season, where improving margins were offset by cautious outlooks as companies cut costs amid economic uncertainty. Elan unpacks the pressure facing banks and REITs from higher-for-longer rates, why he favours Stockland and Ramsay Health, and why he’s questioning the recent valuation reratings in CBA and CSL.
…To view please click the link below:
Blackwattle Portfolio Manager Joseph Koh joined Sean Roger of Perpetual Asset Management on Livewire Markets’ Buy Hold Sell, borrowing the AFL Grand Final idea of balancing attack and defence to look at the ASX.
Blackwattle’s August 2026 Market Insights: ASX 200 +1.5% amid sharp sector dispersion as reporting season drives volatility. Three our Funds outperformed benchmark, net of fees.
Hear from our Blackwattle Head of Distribution and Partner Maggie Mills as she discusses Market Insights for August 2026
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