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Stewardship Matters – Edition 9: Achieving positive change
Investors are increasingly seeking positive governance and sustainability impacts alongside financial returns, and engagement can help ensure companies operate with better practices.
- Date published
- 22 Feb 2023
- Tag
- Stewardship Matters
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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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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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Global Investment Outlook
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 15 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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Stewardship Matters – Edition 8: The power of Diversity and Inclusion in Investing
There is increasing evidence of a positive link between greater corporate focus on Diversity and Inclusion (D&I) and financial performance.
- Date published
- 20 Oct 2022
- Tag
- Stewardship Matters
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Portfolio insight - WEG research case study
We recently added WEG to the Global Emerging Market portfolio. In this article we provide a snapshot of our research on the company, including our fundamental assessment, ESG assessment and outlook.
- Date published
- 1 Sep 2022
- Tag
- Global Emerging Markets
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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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Investing in the UN Sustainable Development Goals: Good health and wellbeing
Using our knowledge and engagement with corporates, we look at structural trends and companies making material contributions toward SDG 3.
- Date published
- 1 Jul 2022
- Tag
- Stewardship Matters
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
- Tag
- Global Emerging Markets
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Global Long-Term Unconstrained: Investment Outlook 2022 - update
Increased geopolitical tension is increasing the risk of an economic slowdown, however, in a world transitioning towards sustainability, exciting opportunities remain for long-term investors.
- Date published
- 2 May 2022
- Tag
- Global Long-Term Unconstrained
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Australian Reporting Season Wrap - “A return to the ‘old’ normal”
What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style
- Date published
- 29 Mar 2022
- Tag
- Cross-Strategy Australia