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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
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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
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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
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Five ways we seek out Sustainable Opportunities with Financial Returns
Celebrating the strategy’s three-year anniversary in May, we’ve delved into the five key factors and considerations that have underpinned the sustainability and financial credentials of our MCA Sustainable Equity portfolio since its launch.
- Date published
- 12 Jun 2023
- Tag
- Australia Sustainable Equity
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Webinar: Real Assets - An opportunity for income and growth in an inflationary world
Portfolio managers Ashton Reid and Andrew Chambers provide their perspective on the listed Real Assets landscape, highlighting the sectors they believe will thrive in this environment.
- Date published
- 25 May 2023
- Tag
- Global Real Income
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Global Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
- Tag
- Global Long-Term Unconstrained
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It’s high time to look again at Asia Pacific REITs
Attractive valuations, re-opening, and ongoing structural demand from urbanisation mean that this part of the Real Asset market is well positioned to shine again.
- Date published
- 1 May 2023
- Tag
- Asia Pacific Urban Trends Income
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The most pressing questions on Chinese financials
Portfolio Manager, Paul Sloane, goes through some of the most pressing questions on investors' minds today.
- Date published
- 11 Apr 2023
- Tag
- Global Emerging Markets
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Australian Reporting Season Wrap - Looking over the edge…
As we stand on the edge of a mortgage rate cliff and a potential Australian recession, how did this impact the shape of company results in Australia’s February 2023 company reporting season? And what does it mean for Value, Sustainable and
- Date published
- 20 Mar 2023
- Tag
- Cross-Strategy Australia
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
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Why changes to off-market buyback legislation could be positive for low tax rate shareholders
Answering the key questions around the Australian Government's proposed changes to the tax advantage of off-market share buybacks
- Date published
- 24 Jan 2023
- Tag
- Australia Equity Income