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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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Australian Banks: Margin upside prevails in war with housing risk
The emerging issue for investors in unlisted Real Assets.
- Date published
- 19 Dec 2022
- Tag
- Australia Value Equity
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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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The Tide Continues to Turn for the Value-Growth Dynamic
As the economic reopening gathers momentum, the Value style is witnessing a swing from performance headwinds to tailwinds. The time is now to capitalise on this thematic.
- Date published
- 28 Apr 2022
- Tag
- Australia Value Equity
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Mitigating the risk of modern slavery in Australian companies
The reporting requirements under the new Modern Slavery Act are helping to focus attention on the risks of exploitation. Martin Currie Australia has looked deeply at how to mitigate them.
- Date published
- 25 Aug 2021
- Tag
- Stewardship Matters
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ESG evolution: Stewardship and Martin Currie
What does stewardship mean to Martin Currie? How has the Stewardship & ESG focus developed over time? What is Martin Currie’s role with the PRI? How do you translate SDGs (Sustainable Development Goals) and climate change theory into investment
- Date published
- 18 Aug 2020