Blackwattle Investment Partners CIO Michael Skinner recently joined Juliette Saly on ausbiz to discuss the Equity Income Fund set to launch in 2026.
As millions of Australians transition toward retirement over the next decade, Blackwattle see a major shift from growth investing to income-focused strategies.
Michael Skinner of Blackwattle Investment Partners outlines the structural changes driving this movement:
- The phasing out of the hybrid market by 2027 (leaving a $40B income gap)
- Stress in private credit markets
- Falling deposit rates
In this environment, Michael emphasises the role of high-quality, dividend-paying Australian companies – alongside diversified income strategies to deliver sustainable, liquid income.
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