After a turbulent 2025, value stocks staged a strong rebound in the second half of the year. What drove this shift – and can it last into 2026?
In his latest video, Dougal Maple-Brown joins Dean McLelland, CFA, to explore why stretched valuations snapped back, how market favourites like CBA, Wesfarmers and CSL have repriced, and the influence interest rates may have on returns in the year ahead.
His outlook for FY2026? It won’t be all smooth sailing—but there are opportunities for those ready to position strategically.
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BEc, LLB (Hons), FFIN, CFA
Dougal joined Maple-Brown Abbott in 2001 as an equity analyst. He is currently a portfolio manager and equities analyst. Dougal was an Executive Director from July 2009 to October 2018. Dougal’s responsibilities include equity analysis and portfolio management, including managing a large number of institutional and retail accounts. He attended the Advanced Management Program at Harvard Business School in 2014. Prior to joining Maple-Brown Abbott Dougal worked in a national law firm and at an international investment bank.
Dougal joined Maple-Brown Abbott in 2001 as an equity analyst. He is currently a portfolio manager and equities analyst. Dougal was an Executive Director from July 2009 to October 2018. Dougal’s responsibilities include equity analysis and portfolio management, including managing a large number of institutional and retail accounts. He attended the Advanced Management Program at Harvard Business School in 2014. Prior to joining Maple-Brown Abbott Dougal worked in a national law firm and at an international investment bank.
Board and committee membership:
Asset Allocation Committee
Dougal
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