Martin Currie Reporting Season

Available On Demand

Mind the Gap. Will price and earnings reconnect?

As markets set new highs, buoyed by sentiment and momentum, the question arises: are fundamentals being left behind?

For the MCA investment team, the Australian company reporting season remains a critical period to cut through the noise and focus on what truly matters—understanding the fundamental drivers of earnings and dividends.

Join Martin Currie Australia’s Chief Investment Officer, Reece Birtles, as he unpacks whether the team’s findings from this reporting season’s results and engagements with company boards and management hint at an impending shift in direction.


CPD points are available for this webinar.

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Speakers

Reece Birtles

Reece Birtles 

Chief Investment Officer, Martin Currie Australia

Reece has held the role of Chief Investment Officer (CIO) of Martin Currie Australia (MCA) since 2006 and is also the lead portfolio manager for MCA’s Value Equity, Equity Income and Growth strategies.

Reece joined Martin Currie Australia in January 1995 as a research analyst. In 2003 he moved to London as global equity portfolio manager and head of financials research, before being promoted to head of European equities. Reece returned to Australia in 2006 as Chief Investment Officer of the firm, launching the Australian Value Equity strategy. He spearheaded the launch of retirement income solutions in 2010. In his time as CIO the MCA team has been recognised for strong investment performance and developing unique client solutions that have resulted in strong product ratings, an expanded client base, and industry awards.

Reece has a Bachelor of Business (Economics and Finance) and a Masters of Finance from RMIT University, and is a CFA® charterholder.

David Fearnley

David Fearnley (Host)

Head of Retail Sales Management, Franklin Templeton Australia

David has over 25 years of experience in the financial services industry across a range of distribution-related roles including Business Development, Key Account Management and Sales Strategy.

David joined Franklin Templeton in 2015 and has responsibility for business-to-business relationships with private wealth firms, family offices and IFAs. He is also responsible for designing and leading the retail sales strategy for Franklin Templeton’s Australian business.

His areas of expertise include asset management sales, portfolio construction and sales leadership. He works with Financial Advisers, Research Analysts, Consultants and Chief Investment Officers to help improve portfolio outcomes for investors.

David’s qualifications include a Bachelor of Commerce (Monash University) and Diploma of Financial Planning (Deakin University).

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