Search
Latest insights
-
Webinar: Reporting Season - Surviving the profit downturn
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 6 Sep 2023
- Tag
- Cross-Strategy Australia
-
Real Assets: Making a real difference
Income opportunities while helping enrich the communities Real Assets are located in.
- Date published
- 10 Aug 2023
- Tag
- Australia Real Income
-
The seven Sustainable Development Goals
Unleashing the incredible investment and impact potential of the Sustainable Development Goals.
- Date published
- 4 Aug 2023
- Tag
- Improving Society Strategy
-
Contradictory forces at play leading into August reporting season
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 2 Aug 2023
- Tag
- Cross-Strategy Australia
-
Stewardship Matters – Edition 10: Making an Impact
With the industry focused on environmental products and solutions, we are directing our efforts to the social arena. The need to create a more equitable and fairer society is something we can all agree on and there are many public companies that
- Date published
- 28 Jul 2023
- Tag
- Stewardship Matters
-
Headwinds for the Australian Banks
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 19 Jul 2023
- Tag
- Australia Value Equity
-
Our three pillars of social impact
What they are and why they matter.
- Date published
- 11 Jul 2023
- Tag
- Improving Society Strategy
-
Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
- Tag
- Global Real Income
-
Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
-
A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
-
Themes that matter to Australian Value investors
We take a look at recent news flow and its significance for the outlook for Australian equity and Value style investors.
- Date published
- 22 Jun 2023
- Tag
- Australia Value Equity
-
Tales from the road: Semiconductors sustainability journey in Taiwan
Portfolio Manager, Divya Mathur, recently conducted a research trip to Taiwan. Here, we outline key observations around the opportunities in the country.
- Date published
- 19 Jun 2023
- Tag
- Global Emerging Markets