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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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After its worst decade, is Value investing set to roar back in the 2020s?
Is the scene set for a resurgence of the Value style?
- Date published
- 10 Jan 2023
- Tag
- Australia Value Equity
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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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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