Michael Skinner from Blackwattle Investment Partners joins ausbiz to discuss growing pressure in Australia’s housing market, as rising interest rates, falling auction clearance rates and unrealistic seller expectations begin to weigh on sentiment. Michael warns the slowdown could extend beyond property, creating broader risks for ASX-listed banks, construction firms, building materials and REITs.

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Michael Skinner from Blackwattle Investment Partners joins ausbiz to discuss how artificial intelligence is reshaping investment management and where its impact is still underdeveloped. He outlines how most firms are currently using AI primarily as a research aid rather than embedding it across core investment processes, and explains Blackwattle’s plan to integrate AI firm-wide across macro analysis, stock selection, portfolio construction, risk management, trading, and client reporting.

Michael also shares his views on the types of businesses best positioned to benefit from AI-driven structural change, as well as areas of the market that may face longer-term headwinds as automation accelerates.

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Blackwattle Long-Short Deputy Portfolio Manager, Elan Miller joins ausbiz to discuss the standout stocks and February insights.

The ASX delivered a strong rally in February, supported by broadly positive earnings outcomes however volatility has picked up meaningfully, with geopolitics and macro uncertainty driving larger swings across key sectors.

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Australia’s retirement income strategy is evolving!

With 2.5 million Australians entering retirement, the focus is shifting to building sustainable, long-term income. Australian equities will play a key role in delivering the solution.

Rudi Minbatiwala, Equity Income Portfolio Manager at Blackwattle Investment Partners, recently joined Juliette Saly to discuss how retirees can balance income today with growth for tomorrow.

Retirement investing isn’t just about yield; it’s about durability and long-term income growth.

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Blackwattle 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.

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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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Blackwattle Investment Partners CEO Jarred Rubin speaks with Juliette Saly from ausbiz discussing the technology sector in the current market highlighting the challenges and opportunities in software companies from AI.

One of our key picks in this space is Xero where we think AI is a tailwind and the recent Melio acquisition could be an inflection point for the business as it looks to scale in the US.

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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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