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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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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
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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
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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
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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
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Does a strong culture equate to a strong investment?
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 6 Dec 2023
- Tag
- Cross-Strategy Australia
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Video: Pathway to 2030 Forum: Net Zero in the Real World
Watch investors, sustainability experts and leading ASX-listed companies explore the real investment implications from the transition towards Net Zero.
- Date published
- 31 Oct 2023
- Tag
- Australia Sustainable Equity
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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
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Webinar: Australian 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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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