Skip to content

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

_____________________________________________

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.

 

Replay Now

_____________________________________________

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.

 

Replay Now

_____________________________________________

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.

 

Replay Now

_____________________________________________

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.

 

Replay Now

Information on this website is intended to be of general interest only and does not constitute investment or financial product advice.  It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page.

To make an initial investment in Brandywine Global Income Optimiser Fund in accordance with the TMD, a retail investor must have received appropriate financial advice. Contact our Client Services team at 1800 673 776 to obtain the Application Form.