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CONTRIBUTORS

Reece Birtles

Chief Investment Officer, Martin Currie Australia

Michael Slack

Head of Research, Martin Currie Australia

Ashton Reid

Portfolio Manager, Martin Currie Australia

Andrew Chambers

Portfolio Manager, Martin Currie Australia

Will Baylis

Portfolio Manager, Martin Currie Australia

Naomi Bant, CFA

Portfolio Manager & Quantitative Research, Martin Currie Australia

Martin Currie Australia’s fundamental perspectives on the outlook for Australian equities

As we continue to settle into more ‘normal’ long-term interest rates & inflation expectations, and a probable contraction in Australian household budgets, the Martin Currie Australia team look back at what shaped the market in 2023 and share their fundamental perspectives on what lies ahead in 2024 for Australian equity portfolios.

Our 2024 outlook covers the following in finer detail:

  • The key economic and market themes driving our 2024 outlook;
  • Our expectations for earnings and dividend growth from Australian companies;
  • Why we think the Australian market remains attractively valued on a global basis;
  • The opportunities higher bond yields present for listed Real Assets; and
  • The important Sustainability themes that will shape our engagements in 2024.
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