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Themes that matter to Australian Value investors

We take a look at recent news flow and its significance for the outlook for Australian equity and Value style investors.

Date published
22 Jun 2023
Tag
Reece Birtles, CFA Chief Investment Officer, Australia

  • As the world continues to normalise to higher rates and long-term inflation expectations, the market thematic continues to play towards an ongoing attractive environment for the Value style.

Positioned for the Value opportunity

  • The Martin Currie Australia Value Equity strategy provide investors with a diversified exposure to our highest conviction stock ideas with Valuation potential, while balancing risks through our focus on Quality & Direction analysis. Click here to find out more about the Martin Currie Australia Value Equity strategy.