Latest Insights and News
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February 2021 Australian Company Reporting Season - week two
With 75% of S&P/ASX 200 companies by market cap having either pre-released or reported so far, the February 2021 reporting season is set to be the strongest we’ve seen in 10 years based on forward earnings per share (EPS) revisions.
- Date published
- 24 Feb 2021
- Tag
- Australia
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Where to for income in 2021
2020 was a challenging year for investors that rely on dividends to fund their income needs. Does 2021 look better for income investors?
- Date published
- 23 Feb 2021
- Tag
- Australia
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COP26 and the importance of 'net zero'
2021 could prove to be a pivotal year in the fight against climate change and the race towards Net Zero emissions
- Date published
- 17 Feb 2021
- Tag
- Stewardship & ESG
Strategies in Focus
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Global Emerging Markets
High-conviction, stock-focused portfolios that seek to exploit market inefficiencies.
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Global Long-Term Unconstrained
Long-term alpha generation from the world’s strongest companies.
Long-Term investment Institute
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COP26 and the importance of 'net zero'
2021 could prove to be a pivotal year in the fight against climate change and the race towards Net Zero emissions
- Date published
- 17 Feb 2021
- Tag
- Stewardship & ESG
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Stakeholder primacy in the post-COVID world
Despite the truly unprecedented societal and economic challenges the world has faced this year, we believe stakeholder primacy has gathered significant momentum.
- Date published
- 11 Nov 2020
- Tag
- Stewardship & ESG
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Infrastructure - the time is now
With infrastructure spend set to increase globally, this paper is a comprehensive overview of current and future infrastructure outcomes.
- Date published
- 27 Oct 2020
- Tag
- Australia