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.

…To view please click the link below:

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.

…To view please click the link below: