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Stewardship Annual Report 2025
With improved transparency in our reporting and notable progress in achieving our diversity and climate objectives, our annual stewardship report updates on how we’ve continued to enhance our stewardship practices to ensure responsible management.
- Date published
- 29 Apr 2025
- Tag
- Stewardship & Sustainability
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Listed Real Assets - Your 'safe harbour' in a storm
In this four-part series, our investment team discuss the reasons why listed Real Assets are well-placed for the storms on the economic horizon.
- Date published
- 17 Apr 2025
- Tag
- Global Real Income
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Australia Reporting Season Wrap – ‘Mind the gap’
Are fundamentals still being left behind on the platform this reporting season, or does the shift in factors driving market returns, macro themes and management tone suggest that valuations, earnings, and prices are starting to realign?
- Date published
- 24 Mar 2025
- Tag
- Cross-Strategy Australia
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Webinar: Mind the Gap. Will price and earnings reconnect?
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 12 Mar 2025
- Tag
- Cross-Strategy Australia
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The Value comeback: Why smart money is quietly shifting gears
History reminds us that periods of market euphoria inevitably give way to reality checks—and those transitions can happen with startling speed.
- Date published
- 11 Mar 2025
- Tag
- Australia Value Equity
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When a valuation bubble is not about growth...
Reece Birtles explains why the euphoria around Commonwealth Bank could unwind, potentially impacting index-aware portfolios, and why value stocks may hold the key for income and accumulation investors.
- Date published
- 17 Jan 2025
- Tag
- Australia Value Equity
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Science-Based Net Zero Targets: Insights from engaging ASX-listed companies
We surveyed companies to understand their rationale for adopting (or not adopting) verified targets, and to explore the challenges and opportunities that lie ahead.
- Date published
- 3 Dec 2024
- Tag
- Australia Sustainable Equity
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Why we are excited about the opportunities in Listed Real Assets
The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now and explain our positive outlook on our listed Real Assets portfolio.
- Date published
- 18 Oct 2024
- Tag
- Global Real Income
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Meet the Managers - Australia Sustainable Equity
Get to know Co-Portfolio Managers Will Baylis and Naomi Bant from the Martin Currie Australia team.
- Date published
- 2 Oct 2024
- Tag
- Australia Sustainable Equity
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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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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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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