On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
Chief Investment Officer Scott Glasser provides perspective on the January market selloff, explaining how reduced liquidity, inflation and supply chain issues are causing an adjustment period for equities. He also highlights the many positives supporting the economy that have the potential to offset cost pressures and monetary tightening by the Fed.
As valuations have recovered and market expectations have risen, the focus remains on finding idiosyncratic opportunities where structural improvement is underappreciated and can persist irrespective of macroeconomic outcomes.
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