In Livewire’s Outlook Series, Tim Carleton tips the US‑exposed building sector for a rebound in 2026, backing Reece as the standout Aussie player. He believes its huge US growth runway and recent share buybacks show confidence that earnings are set to recover and the market’s overlooking the long‑term opportunity.

Read & Watch | Livewire Markets Outlook Series

Tim Carleton

Tim Carleton founded Auscap Asset Management in 2012. He has over 20 years’ experience in the financial services industry. From 2007 to 2011 he was an Executive Director at Goldman Sachs where he was responsible for managing an Australian equities portfolio using proprietary funds. Prior to 2007 he worked at Macquarie Bank within the Investment Banking Group. Tim has a Bachelor of Laws (Hons) and a Bachelor of Commerce from the University of Sydney and is a CFA charterholder, a CMT charterholder, a Senior Associate of FINSIA and a Graduate of the Australian Institute of Company Directors (GAICD). 

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
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