Reporting Season and the Aussie Dollar

Daniel Mueller

Forager Funds

Reporting season is on our doorstep. This biannual affair, occurring every February and August, is where companies report their half year and full year earnings. It can be a time of backslapping or a time for airing dirty laundry. And its lead-up is associated with an abundance of crystal ball gazing. At this time of year, broker reports and the financial press are plastered with expected themes for reporting season. Unsurprising, the predominant theme for this reporting season is the ongoing low growth environment, with sales growth hard to come by. Companies that focus on reducing costs will be the ones rewarded with earnings growth. While this theme has been prevalent for several years, and will likely continue for several more, one theme that might not continue for much longer is the impact of the lower Australian dollar on earnings. Read the full blogpost (VIEW LINK)

Daniel Mueller
Daniel Mueller
Senior Analyst/Portfolio Manager
Forager Funds

Daniel joined Forager in April 2016 as a senior analyst / portfolio manager for the Australian Fund. He is an avid value investor having previously worked at Investors Mutual and MMC Asset Management. He has a Bachelor of Commerce degree...


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