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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