Double-Digit Returns in 2026 from Aust Shares! We Talk to Reece Birtles from Clearbridge
- E59
- 18:45
- January 30th 2026
In this episode of Pizz-Spectives, Rob Pizzichetta, Founder of Mont Wealth, is joined by Reece Birtles, Head of Australian Equities at ClearBridge Investments, to unpack why Australian equities are entering a powerful opportunity set in 2026.
The discussion revisits last year’s call on valuation dispersion between growth and value, reviews ClearBridge’s strong relative performance, and explores what has played out as expected—and what has surprised. Reece shares insights on earnings breadth, bank valuations, resource sector dynamics, and why active management is increasingly critical in a concentrated market.
The conversation also covers dividend sustainability, AI’s real-economy impact, risks around geopolitics and policy, and where ClearBridge sees its highest-conviction opportunities for the next 12 months.
This episode is essential viewing for investors seeking double-digit return potential through active Australian equity management.
General advice only. Seek personal financial advice before acting.
https://www.clearbridgeinvestments.com.au/investment-strategies/australian-equity-strategies/australian-equity-income/australian-equity-income-strategy/
Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies
Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.
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