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.

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Jarred Rubin, CEO of Blackwattle Investment Partners, joined Andrew Geoghegan on ausbiz to unpack the recent surge in Australian consumer sentiment, driven by RBA rate cuts and growing optimism among households. Westpac’s consumer sentiment index has climbed approaching levels that signal renewed economic confidence.

Blackwattle highlights Judo Bank (ASX:JDO) as a standout, thanks to its SME lending focus and strengthening financial metrics, including rising margins and diversified funding initiatives.

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Blackwattle CIO and Partner, Michael Skinner discusses with Juliette Saly on ausbiz the continued resilience in Australian and global markets despite ongoing economic uncertainty. Michael identifies industrial, healthcare, and technology sectors as offering notable investment opportunities, particularly where companies possess competitive advantages and sound valuations.

Guzman y Gomez (ASX:GYG), Life360 (ASX:360), and Hansen Technologies (ASX:HSN) were discussed in more detail as standout stocks:

• GYG: Strong brand, growing demand for healthy fast food, and high foot traffic.
• Life360: Impressive sales growth and a broadening customer base.
• Hansen Technologies: Noted for stability and recurring revenues.

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Hear from our Portfolio Manager and Partner, Sunny Bangia, as he discusses the opportunities in the artificial intelligence race with Juliette Saly from ausbiz.

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