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Latest Insights
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Martin Currie Investment Outlook 2025
We present our investment teams outlook for 2025 across emerging and developed markets.
- Date published
- 12 Dec 2024
- Tag
- Markets
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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
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ESG challenges for ASX listed companies in FY25
The seven key topics we want to see ASX-listed companies work harder to address in this financial year.
- Date published
- 29 Jul 2024
- Tag
- Australia Sustainable Equity
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Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
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Listed Real Assets and the AI Boom
In this three-part series, our investment team discuss how the right kind of listed Real Assets can provide steady income while benefitting from the explosive data growth and electricity demand being fuelled by AI.
- Date published
- 20 Jun 2024
- Tag
- Global Real Income
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Making an impact: one year on
As we celebrate Improving Society's first anniversary – offering clients one of the first socially-focussed impact equity strategies – we are delighted to share an update with you, on what has been a fruitful first year.
- Date published
- 20 Jun 2024
- Tag
- Improving Society Strategy
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Generating consistent alpha: Focusing on fundamental ‘active insights’ over style factors
Low-cost, systematic products fuel the active/passive debate. Can a 'goldilocks' active portfolio be built? We believe consistent alpha with lower tracking error is possible by removing style factor cyclicality & focusing on deep fundamental insight.
- Date published
- 4 Jun 2024
- Tag
- Australia Active Insights