Webinars
Explore our live and on-demand webinars, where our Specialist Investment Managers share their perspectives and provide updates on current portfolio positioning.
On-Demand: Australian Equity Reporting Season Webinar - Protecting the ‘castle’ in the AI era
Recent shifts in interest rates and persistent inflation are putting company earnings under the microscope. In Australian equities, widening valuation dispersion is creating a more compelling environment for active stock selection — particularly as earnings “moats” are tested and, in some cases, reinforced.
Reece Birtles,
Head of Australian Equities, ClearBridge Investments Australia
12 March 2026
Duration: 45 minutes
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On-Demand Webinar
Australian Equity Reporting Season – August 2026
Through our research lenses: results, reactions and what comes next
10 September 2026 | Duration: 45 minutes
Australian reporting season provides a valuable test of investment views as company results reveal how businesses are navigating the current environment. Reece Birtles examines the latest results and reactions through ClearBridge’s research lens, and what they could mean for Australian equities from here.
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On-Demand Webinar
Powering the Capex Super-Cycle: Infrastructure in a New Growth Regime
11 August 2026 | Duration: 45 minutes
AI-driven power demand, electrification and energy independence are reshaping the infrastructure opportunity. As economies invest in greater digital capacity and more reliable energy systems, capital is increasingly flowing towards infrastructure companies that support growth, including utilities, power generation, transmission networks and data centre enablement.
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On-Demand Webinar
Expectations vs. Impact Will earnings get rewarded or punished this season?
8 September 2025 | Duration: 45 minutes
Missed the Martin Currie Reporting Season webinar? Chief Investment Officer Reece Birtles discusses some critical insights and what truly drives long-term returns for Australian companies.
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On-Demand Webinar
Martin Currie Reporting Season Webinar
Mind the Gap. Will price and earnings reconnect?
12 March 2025 | Duration: 45 minutes
Martin Currie Australia’s Chief Investment Officer, Reece Birtles, unpacks the team’s findings from this reporting season’s results and engagements with company boards and management, hinting at an impending shift in direction.
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On-Demand Webinar
From volatility to victory
Building resilient fixed income portfolios in the new yield paradigm
5 June 2024 | Duration: 45 minutes
Chris Siniakov from FT Fixed Income, and Carol Lye from Brandywine Global, provide their latest perspectives on managing fixed income portfolios in an era characterized by both heightened volatility and changing inflation dynamics.
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On-Demand Webinar
Martin Currie Reporting Season Webinar
7 March 2024 | Duration: 1 hour
Martin Currie Australia's Chief Investment Officer, Reece Birtles, helps investors digest company pricing power, cost inflation, consumer resilience, and commodity demand trends.