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Australian equities: Clouded by political, economic and credit uncertainty

The Australian reporting seasons (in February and August) are important periods for markets, with much more fundamental company information available to investors than at other times in the year. This season, however, while company fundamentals are largely intact, profit results have been clouded by negative sentiment coming from politics, financial conditions and house prices. In this Legg Mason podcast, Martin Currie’s Chief Investment Officer Reece Birtles, provides context to the recent company reporting season and economic environment, from both a fundamental and analytical perspective, and discusses the implications for investment portfolios.

The Inside Adviser

  • 26th Mar 2019
    26th Mar 2019

    The Australian reporting seasons (in February and August) are important periods for markets, with much more fundamental company information available to investors than at other times in the year. This season, however, while company fundamentals are largely intact, profit results have been clouded by negative sentiment coming from politics, financial conditions and house prices. In this Legg Mason podcast, Martin Currie’s Chief Investment Officer Reece Birtles, provides context to the recent company reporting season and economic environment, from both a fundamental and analytical perspective, and discusses the implications for investment portfolios.

    The Inside Adviser

  • Australian equities: Clouded by political, economic and credit uncertainty

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