Fund Updates
27 Mar 2024
Sunny Bangia from Blackwattle Investment Partners provides insights on investment opportunities and questions whether the “Magnificent Seven” have become the “Fabulous Four”. Sunny identifies notable changes in the financial climate, with a particular focus on earnings divergence amongst these companies, and shares his views on how this might further develop throughout the year.
Blackwattle Mid Cap Portfolio Managers Tim Riordan and Michael Teran recently engaged with Arcadium Lithium (LTM) regarding their views…
While shares of Australia’s major banks have delivered strong gains this year, high valuations, structural pressures, and the looming…
Hear from our lead Investment Analyst David Meehan discuss the growing demand in aged care facilities and the new…
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