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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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Asia Pacific listed Real Assets: Why now?
Now is an exciting time to be investing in listed real estate, utilities and infrastructure securities across the Asia Pacific ex Japan region.
- Date published
- 14 Feb 2023
- Tag
- Asia Pacific Urban Trends Income
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It's freezing out there, but we are not talking about the weather...
The emerging issue for investors in unlisted Real Assets.
- Date published
- 9 Dec 2022
- Tag
- Australia Real 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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Australia's population growth roars back
Australia’s population and economic outlook has roared back to life with the latest available arrivals and visa data.
- Date published
- 2 Nov 2022
- Tag
- Australia Real Income
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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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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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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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Rising into Falling Markets, with Lower Volatility
Our Asia Pacific Real Income portfolio design is continuing to provide investors with low volatility outcomes during uncertainty.
- Date published
- 17 May 2022
- Tag
- Asia Pacific Urban Trends Income
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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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Real assets can prosper in inflationary times
While inflation is usually considered a headwind, we see opportunities for growing the income steam of our Australian Real Income strategy.
- Date published
- 21 Mar 2022
- Tag
- Australia Real Income