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Global Emerging Markets - Through the ESG lens
Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.
- Date published
- 18 Jan 2023
- Tag
- Global Emerging Markets
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A beginner’s guide to semiconductors
An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 17 Jan 2023
- Tag
- Global Emerging Markets
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Sustainability and stewardship outlook
2023 is set to have an increased focus on real-world impact.
- Date published
- 9 Jan 2023
- Tag
- Improving Society Strategy
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 2022
- Tag
- Global Emerging Markets
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Zehrid Osmani - Investment Outlook 2023
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 19 Dec 2022
- Tag
- Global Long-Term Unconstrained
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It's freezing out there, but we are not talking about the weather...
The emerging issue for investors in unlisted Real Assets.
- Date published
- 9 Dec 2022
- Tag
- Australia Real Income
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A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
- Tag
- Global Long-Term Unconstrained
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Biodiversity: The next frontier for companies and investors
Martin Currie Australia have undertaken a project to better understand the role companies and investors have to play in protecting biodiversity, and the challenges and opportunities it brings.
- Date published
- 30 Nov 2022
- Tag
- Australia Sustainable Equity
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Getting over the stagflation wall
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
- Date published
- 11 Nov 2022
- Tag
- Global Long-Term Unconstrained
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Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
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The spice of "Australian" Value
Is a Global ETF really the best way to partake in the Value style for Australian investors?
- Date published
- 9 Nov 2022
- Tag
- Australia Value Equity
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Australia's population growth roars back
Australia’s population and economic outlook has roared back to life with the latest available arrivals and visa data.
- Date published
- 2 Nov 2022
- Tag
- Australia Real Income