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Australian Reporting Season Wrap – Be careful what you wish for…
Is the market is ready for the impact of the falling inflation and rates that they wished for? Read more in our August 2024 reporting season wrap.
- Date published
- 19 Sep 2024
- Tag
- Cross-Strategy Australia
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A recipe for success?
IT services meets India.
- Date published
- 19 Sep 2024
- Tag
- Global Emerging Markets
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Webinar: Australian Reporting Season - Be careful what you wish for…
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 11 Sep 2024
- Tag
- Cross-Strategy Australia
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained
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Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Mapping the EM journey
In this series, we will put into context the recent difficult period and explore the key reasons why we believe one should continue allocating to EM equities.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - India
We believe that India has the potential to drive returns in EM over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Beyond the AI Hype: The case for Value in today's market
We delve into the case for prioritising Value for a pathway beyond current market conditions.
- Date published
- 6 Aug 2024
- Tag
- Cross-Strategy Australia
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ESG challenges for ASX listed companies in FY25
The seven key topics we want to see ASX-listed companies work harder to address in this financial year.
- Date published
- 29 Jul 2024
- Tag
- Australia Sustainable Equity