Hear from our CIO and Partner Michael Skinner as he discusses Market Insights for March.
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Insights Video
17 Apr 2026Fund Updates
16 Apr 2026ausbiz: Top Stocks To Take Advantage Of The AI Shift
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.
…To view please click the link below:
Insights Video
20 Mar 20263 Insights In 3 Minutes: Market Insights February
Hear from our Mid Cap Portfolio Manager Tim Riordan as he discusses Market Insights for February.
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Fund Updates
18 Mar 2026ausbiz: Standout Stocks Making The Most Noise
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.
Key insights:
• Increased volatility across large-cap stocks, despite generally resilient underlying fundamentals
• Broad-based earnings beats and analyst upgrades, with banks and miners continuing to underpin market strength
• Technology and healthcare lagging — driven by indiscriminate AI-related selling in tech and cost, currency and tariff pressures in healthcare
• Ongoing opportunities in quality compounders, while higher rates and transport-driven inflation pose risks to consumer discretionary
…To view please click the link below:
Fund Updates
26 Feb 2026Webinar – Equity Income Fund
Following the launch of the Blackwattle Equity Income Fund, CEO Jarred Rubin and Portfolio Manager Rudi Minbatiwala provide an in depth overview of the Fund’s investment strategy, objectives, and approach to delivering consistent income outcomes for investors.
Please click the video below to view:
Insights Video
24 Feb 20263 Insights In 3 Minutes: Market Insights January
Hear from our Large Cap Portfolio Manager Joe Koh as he discusses Market Insights for January.
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Fund Updates
19 Feb 2026ausbiz: Rethinking Your Income Strategy In Retirement
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.
Key insights:
• High dividend yield stocks don’t always deliver the best long-term income growth
• Options strategies can help generate near-term income while managing risk
• Managed funds make these sophisticated strategies more accessible
Retirement investing isn’t just about yield; it’s about durability and long-term income growth.
…To view please click the link below:
Insights Video
20 Jan 20263 Insights In 3 Minutes: Market Insights December
Hear from our CIO and Partner Michael Skinner as he discusses Market Insights for December.
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Fund 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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