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Latest Insights
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Australian Reporting Season Wrap - Surviving the profit downturn
This August, the Australian reporting season revealed critical signals and fundamental information to help investors reposition their portfolios for this contractionary economic environment.
- Date published
- 15 Sep 2023
- Tag
- Cross-Strategy Australia
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Webinar: Reporting Season - Surviving the profit downturn
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 6 Sep 2023
- Tag
- Cross-Strategy Australia
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Real Assets: Making a real difference
Income opportunities while helping enrich the communities Real Assets are located in.
- Date published
- 10 Aug 2023
- Tag
- Australia Real Income
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Contradictory forces at play leading into August reporting season
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 2 Aug 2023
- Tag
- Cross-Strategy Australia
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Headwinds for the Australian Banks
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 19 Jul 2023
- Tag
- Australia Value Equity
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Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
- Tag
- Global Real Income
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Themes that matter to Australian Value investors
We take a look at recent news flow and its significance for the outlook for Australian equity and Value style investors.
- Date published
- 22 Jun 2023
- Tag
- Australia Value Equity
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Five ways we seek out Sustainable Opportunities with Financial Returns
Celebrating the strategy’s three-year anniversary in May, we’ve delved into the five key factors and considerations that have underpinned the sustainability and financial credentials of our MCA Sustainable Equity portfolio since its launch.
- Date published
- 12 Jun 2023
- Tag
- Australia Sustainable Equity
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Webinar: Real Assets - An opportunity for income and growth in an inflationary world
Portfolio managers Ashton Reid and Andrew Chambers provide their perspective on the listed Real Assets landscape, highlighting the sectors they believe will thrive in this environment.
- Date published
- 25 May 2023
- Tag
- Global Real Income
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Video: Focus on ESG and outperformance need not be mutually exclusive
As part of LiveWire Market's recent 'Undiscovered Funds' series, Portfolio Manager Will Baylis reflects on the philosophy and core principles the Martin Currie Australia Sustainability Equity strategy.
- Date published
- 25 May 2023
- Tag
- Australia Sustainable Equity
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It’s high time to look again at Asia Pacific REITs
Attractive valuations, re-opening, and ongoing structural demand from urbanisation mean that this part of the Real Asset market is well positioned to shine again.
- Date published
- 1 May 2023
- Tag
- Asia Pacific Urban Trends Income
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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