Hear from our CIO and Partner Michael Skinner as he discusses Market Insights for December.
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Insights Video
20 Jan 2026Fund Updates
17 Dec 2025ausbiz: Outlook for 2026
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.
…To view please click the link below:
Insights Video
16 Dec 20253 Insights In 3 Minutes: Market Insights November
Hear from our Large Cap Portfolio Manager Joe Koh as he discusses Market Insights for November.
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Article
12 Dec 2025Money of Mine: Fundies’ Highest Conviction Trades for 2026
Blackwattle Mid-Cap Portfolio Manager Michael Teran joins Money of Mine hosts Travis Ricciardo and Jonas Dorling to share his outlook for 2026, alongside insights from a range of fund managers in the Annual Manager Predictions series.
…To view the video or read the article please click the link below:
Insights Video
18 Nov 20253 Insights In 3 Minutes: Market Insights October
Hear from our Mid Cap Portfolio Manager Tim Riordan as he discusses Market Insights for October.
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Insights Video
16 Oct 20253 Insights In 3 Minutes: Market Insights September
Hear from our Small Cap Portfolio Manager Robert Hawkesford as he discusses Market Insights for September.
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Fund Updates
15 Oct 2025ausbiz: Three Stocks For An Income Portfolio
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.
…To view please click the link below:
Article
3 Oct 2025Buy Hold Sell: 5 ASX playmakers making things happen
In this episode of Buy Hold Sell, Livewire’s Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to offer their verdicts on the companies showing strong game management and delivering
…To view the video or read the article please click the link below:
Insights Video
18 Sep 20253 Insights In 3 Minutes: Market Insights August
Hear from our CEO Jarred Rubin as he discusses Market Insights for August.
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Fund Updates
17 Sep 2025ausbiz: Top Tech Pick
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.
…To view please click the link below:
