Search
Latest Insights
-
Australian opportunities in the renewable transition
Australian companies are well-placed to benefit from the transition away from fossil fuels towards renewable energy over the next decade.
- Date published
- 4 Mar 2021
- Tag
- Stewardship & ESG
-
A lower carbon perspective for Australian equities
Martin Currie Australia’s client focused investment platform has been evolving to deliver sustainable low carbon solutions for Australia equity investors.
- Date published
- 4 Mar 2021
- Tag
- Stewardship & ESG
-
February 2021 Australian Company Reporting Season - week two
With 75% of S&P/ASX 200 companies by market cap having either pre-released or reported so far, the February 2021 reporting season is set to be the strongest we’ve seen in 10 years based on forward earnings per share (EPS) revisions.
- Date published
- 24 Feb 2021
- Tag
- Australia
-
Where to for income in 2021
2020 was a challenging year for investors that rely on dividends to fund their income needs. Does 2021 look better for income investors?
- Date published
- 23 Feb 2021
- Tag
- Australia
-
February 2021 Australian Company Reporting Season - week one
Vaccine news, ongoing stimulus and strong economic indicators leading into results are translating into strong upgrades for Australian companies reporting this February. Will this set the scene for a strong Reporting Season and a more optimistic
- Date published
- 16 Feb 2021
- Tag
- Australia
-
The time is now for value
The time is now to position portfolios in Value stocks ahead of spreads narrowing as economies rebound.
- Date published
- 2 Feb 2021
- Tag
- Australia Value Equity
-
ESG matters for Australia’s upbeat AGM season
Australia’s quasi
- Date published
- 7 Dec 2020
- Tag
- Stewardship & ESG
-
Australia’s ‘social distancing’ with China
The crisis has forced the Australian government to pick a side, but this has hurt Australia as a brand in China. What does taking the US side mean for Australian industry?
- Date published
- 5 Oct 2020
- Tag
- Aftermath: Post Covid-19
-
Australian Reporting Season Wrap - "Civil Obedience"
Australians have been asked to do (or not do) a lot in the six months since last reporting season. The bushfires and the COVID-19 pandemic have highlighted the best and worst in ‘civil obedience’ from both companies and the general public.
- Date published
- 28 Sep 2020
- Tag
- Australia
-
Immigration shifting gear
With widespread domestic job losses and restrictions on the movement of people across borders, what does this mean for migration and remittance trends?
- Date published
- 21 Sep 2020
- Tag
- Aftermath: Post Covid-19
-
Governance on watch for Rio Tinto
In response to Rio Tinto’s destruction of heritage sites at Juukan Gorge, we have been guided by our diligent Active Ownership approach.
- Date published
- 16 Sep 2020
- Tag
- Australia Ethical Income
-
Eroding trust in the social contract
Most citizens would see that they have a type of social contract with their governments. Is a growing sense of inequity eroding trust in governments? Are they looking for companies to fill the void?
- Date published
- 8 Sep 2020
- Tag
- Aftermath: Post Covid-19