Article
19 Feb 2025Michael Skinner, Chief Investment Officer at Blackwattle Investment Partners, recently discussed the current reporting season with Juliette Saly on ausbiz. Michael highlighted optimism in the markets, attributing it to rate cuts and easing inflation.
Fund Updates
13 Feb 2025Markets never stand still.
As we start 2025, we’ve seen a strong rebound in many financial markets, but key risks remain. In this short video, our Managing Director and CIO Michael Skinner explores three critical areas shaping the year:
1. Interest Rate Expectations
2. Sector Rotations: Winners and Losers in 2025
3. Global Markets: Diverging Paths
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Video
4 Feb 2025Watch our recent webinar featuring our senior investment team providing insights into key trends shaping our portfolios and financial markets as we enter 2025.
Investment Strategy
At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal and professional growth.
Rather than shy away from mistakes, we embrace them as learning opportunities.
Here’s a story from our Portfolio Manager, Daniel Broeren, relating to investments during the Covid-19 era. Dan highlights the importance of effective risk management within both process and culture.
To view the livewire article please click here
Video
16 Jan 2025Video
19 Dec 2024Hear from our Large Cap Portfolio Manager, Joe Koh, as he explores financial markets, US Banking, Materials and Healthcare.
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Fund Updates
12 Dec 2024Hear from our CIO Michael Skinner sharing his views on the Australian Market, noting the ASX 200’s 3.8% rise in November. He sees continued consumer spending and asset price growth but warns of risks from stretched valuations and geopolitical tensions.
Michael highlights technology stocks like Xero (ASX: XRO) as promising for 2025, citing revenue growth and disciplined cost management. However, he advises caution with expensive financials, indicating a struggle with current valuations.
Thank you Andrew Geoghegan and ausbiz for your support.
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Investment Strategy
3 Dec 2024At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal and professional growth.
Rather than shy away from mistakes, we embrace them as learning opportunities.
Here’s a story from our Portfolio Manager, Joe Koh, discussing an investment decision he made early in his career and key takeaways from his experience.
Fund Updates
29 Nov 2024Conversations on the Couch: This latest interview with Michael Skinner, Managing Director and Chief Investment Officer at Blackwattle Investment Partners marked 12 months of our partnership, and highlighted the unique approach Empire Financial Group takes to sourcing investment opportunities for our client portfolios.
This discussion talks about Blackwattle’s investment philosophy and the opportunities and challenges an emerging fund manager faces, and how our first 12 months of working together delivered a very pleasing result for our clients.
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Video
20 Nov 2024Hear from our Global Quality Fund Portfolio Manager, Sunny Bangia and Large Cap Quality Fund Portfolio Manager, Ray David, discuss a detailed look into current market dynamics following the recent U.S election.
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Michael Skinner, Chief Investment Officer at Blackwattle Investment Partners, recently discussed the current reporting season with Juliette Saly on…
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Michael Teran, Portfolio Manager and Partner, recently shared his insights with The Australian Financial Review, discussing his stock picks…
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