Webinar: Australian Equities Reporting Season Wrap

Expectations vs Impact: Will Earnings Get Rewarded or Punished This Season?

This reporting season is shaping up to be a decisive one for portfolio positioning.

Australian equity valuations are near record highs. The gap between the most expensive and cheapest stocks remains at extreme levels. And index-driven flows continue to push up the prices (and index weights) of the largest Australian stocks.

In this environment, even modest earnings surprises may drive outsized price reactions, and create both risks and opportunities. For long-term investors, it’s a season where fundamentals matter more than ever.

In this webinar, Reece Birtles, Head of Australian Equities and Portfolio Manager, shares the Australian Equity Team's insights from this reporting season. These include results highlights, key earnings signals, takeaways from direct engagements with company management, and examples of where the team see the most compelling valuation and capital management opportunities emerging.

Join us to hear how the team is cutting through the noise to focus on what truly drives long-term returns for Australian companies.

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