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This reporting season is shaping up to be a decisive one for portfolio positioning.
Australian equity valuations are near record highs. The gap between the most expensive and cheapest stocks remains at extreme levels. And index-driven flows continue to push up the prices (and index weights) of the largest Australian stocks.
In this environment, even modest earnings surprises may drive outsized price reactions, and create both risks and opportunities. For long-term investors, it’s a season where fundamentals matter more than ever.
Join Reece Birtles, Chief Investment Officer at Martin Currie Australia, as he shares the team’s insights from this reporting season. These will include results highlights, key earnings signals, takeaways from direct engagements with company management, and examples of where the team see the most compelling valuation and capital management opportunities emerging.
CPD points are available for this webinar.
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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.
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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