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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
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Why changes to off-market buyback legislation could be positive for low tax rate shareholders
Answering the key questions around the Australian Government's proposed changes to the tax advantage of off-market share buybacks
- Date published
- 24 Jan 2023
- Tag
- Australia Equity Income
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Australia's AGM Season: Our key take outs
Our annual summary of the investment thematics arising from ASX-listed company AGMs.
- Date published
- 2 Dec 2022
- Tag
- Cross-Strategy Australia
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Australian Reporting Season Wrap - “Paying the piper”
What has been the impact of the current environment on Australian company results and outlooks this reporting season? What are companies doing to combat shrinking profit margins due to falling revenue and/or higher costs? And what does this mean for
- Date published
- 29 Sep 2022
- Tag
- Cross-Strategy Australia
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The Reporting Season results so far
We are coming to the end of company results season proper. Now that most of the data is in, we shift our focus towards digesting the broader themes at play.
- Date published
- 31 Aug 2022
- Tag
- Cross-Strategy Australia
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Shaping up for the next Reporting Season
Blow-out inflation readings, central bank rate rises, a new Australian government and a market correction in June… As we enter Australia's next reporting season, we have looked at the key market developments since last season we expect to shape
- Date published
- 27 Jul 2022
- Tag
- Cross-Strategy Australia
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Australian Reporting Season Wrap - “A return to the ‘old’ normal”
What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style
- Date published
- 29 Mar 2022
- Tag
- Cross-Strategy Australia
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When uncertainty is high, not all equities are created equal - six ways to improve your income
With uncertainty across markets expected to persist, and inflation set to rise, retirees need a source of high, stable and growing income that can offset cost of living rises and longevity risk.
- Date published
- 29 Mar 2022
- Tag
- Australia Equity Income
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February 2022 Australian company reporting season – an early update
Our early views on the results and the thematics at play for the Australian companies reporting.
- Date published
- 22 Feb 2022
- Tag
- Australia Value Equity
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ESG issues at the forefront during Australia’s AGM Season
Our annual summary of the investment thematics arising from ASX-listed company AGMs, and how these guide our voting and engagements.
- Date published
- 3 Dec 2021
- Tag
- Cross-Strategy Australia
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Australian Reporting Season Wrap – “Spending the stimulus”
How will spending the government stimulus help improve earnings growth outlooks for Australian companies? What will the end of lockdowns mean for Value style investors?
- Date published
- 30 Sep 2021
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Mitigating the risk of modern slavery in Australian companies
The reporting requirements under the new Modern Slavery Act are helping to focus attention on the risks of exploitation. Martin Currie Australia has looked deeply at how to mitigate them.
- Date published
- 25 Aug 2021
- Tag
- Stewardship Matters