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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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Biodiversity: The next frontier for companies and investors
Martin Currie Australia have undertaken a project to better understand the role companies and investors have to play in protecting biodiversity, and the challenges and opportunities it brings.
- Date published
- 30 Nov 2022
- Tag
- Australia Sustainable Equity
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Pathway to 2030 Forum
Watch investors, leading ASX-listed companies, and sustainability experts explore the real investment implications from action, and inaction, on critical sustainability issues such as biodiversity and climate change.
- Date published
- 22 Nov 2022
- Tag
- Australia Sustainable Equity
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Sustainable Equity opportunities for the energy transition
There is a big opportunity for Australian companies to participate in the growing demand for renewable energy.
- Date published
- 21 Nov 2022
- Tag
- Australia Sustainable Equity
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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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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