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The Value Opportunity: Equities & Growth Symposium 2025
Martin Currie Australia's CIO, Reece Birtles, spoke to James Dunn at The Inside Network’s Equities & Growth Symposium in Melbourne on true-to-label value investing in a changing market.
- Date published
- 8 May 2025
- Tag
- Australia Value Equity
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Australia Reporting Season Wrap – ‘Mind the gap’
Are fundamentals still being left behind on the platform this reporting season, or does the shift in factors driving market returns, macro themes and management tone suggest that valuations, earnings, and prices are starting to realign?
- Date published
- 24 Mar 2025
- Tag
- Cross-Strategy Australia
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Webinar: Mind the Gap. Will price and earnings reconnect?
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 12 Mar 2025
- Tag
- Cross-Strategy Australia
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The Value comeback: Why smart money is quietly shifting gears
History reminds us that periods of market euphoria inevitably give way to reality checks—and those transitions can happen with startling speed.
- Date published
- 11 Mar 2025
- Tag
- Australia Value Equity
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When a valuation bubble is not about growth...
Reece Birtles explains why the euphoria around Commonwealth Bank could unwind, potentially impacting index-aware portfolios, and why value stocks may hold the key for income and accumulation investors.
- Date published
- 17 Jan 2025
- Tag
- Australia Value Equity
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Australian Reporting Season Wrap – Be careful what you wish for…
Is the market is ready for the impact of the falling inflation and rates that they wished for? Read more in our August 2024 reporting season wrap.
- Date published
- 19 Sep 2024
- Tag
- Cross-Strategy Australia
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Webinar: Australian Reporting Season - Be careful what you wish for…
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 11 Sep 2024
- Tag
- Cross-Strategy Australia
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Beyond the AI Hype: The case for Value in today's market
We delve into the case for prioritising Value for a pathway beyond current market conditions.
- Date published
- 6 Aug 2024
- Tag
- Cross-Strategy Australia
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Australia Reporting Season Wrap – Will the Australian economy have a hard, soft or no landing?
Australia's February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024. And we think it might be worse than most want to believe.
- Date published
- 19 Mar 2024
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Spotlight on Net Zero in the Real World
The implications for Australian companies, investors and regulators.
- Date published
- 18 Mar 2024
- Tag
- Cross-Strategy Australia
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Webinar: Australian Reporting Season - Hard, soft or no landing?
Australia's upcoming February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024.
- Date published
- 12 Mar 2024
