Blackwattle Portfolio Manager Elan Miller discussed reporting season, where improving margins were offset by cautious outlooks as companies cut costs amid economic uncertainty.

Blackwattle’s August 2026 Market Insights: ASX 200 +1.5% amid sharp sector dispersion as reporting season drives volatility. Three our Funds outperformed benchmark, net of fees.

Michael Skinner reflects on why AI is making data a commodity in investing—judgement and process, not data spend, are the real competitive edge.

Jarred Rubin from Blackwattle Investment Partners states that the current reporting season in Australia is broadly strong, though banks appear softer than expected.

July saw a 7% gap between large and small caps, energy up 12%, and the RBA’s hawkish pause. Blackwattle’s monthly market insights and fund commentary.

Australian equities closed the 2026 financial year with a subdued June, the S&P/ASX 200 returning 0.7% for the month and 6.1% for the twelve months to 30 June 2026. Blackwattle Investment Partners Market Pulse from CIO Michael Skinner.

Hear from our Blackwattle CEO and Partner Jarred Rubin as he discusses Market Insights for June.

Blackwattle Equity Income Portfolio Managers, Rudi Minbatiwala and Marlon Chan have submitted a response to the consultation paper ‘Strengthening…

Hear from Blackwattle Equity Income Portfolio Manager and Partner, Rudi Minbatiwala as he discusses Market Insights for May.