Search
Latest Insights
-
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
-
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
-
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
-
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
-
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
-
Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
-
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
-
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
-
Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income
-
Australia Reporting Season Wrap – Will the Australian economy have a hard, soft or no landing?
Australia's February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024. And we think it might be worse than most want to believe.
- Date published
- 19 Mar 2024
- Tag
- Cross-Strategy Australia
-
Spotlight on Net Zero in the Real World
The implications for Australian companies, investors and regulators.
- Date published
- 18 Mar 2024
- Tag
- Cross-Strategy Australia
-
Webinar: Australian Reporting Season - Hard, soft or no landing?
Australia's upcoming February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024.
- Date published
- 12 Mar 2024
- Tag
- Cross-Strategy Australia