Australia’s August reporting season has revealed critical signals and fundamental information to help income- focused investors reposition their portfolios for this contractionary economic environment.
Celebrating the strategy’s three-year anniversary in May, we’ve delved into the five key factors and considerations that have underpinned the sustainability and financial credentials of our MCA Sustainable Equity portfolio since its launch.
As part of LiveWire Market's recent 'Undiscovered Funds' series, Portfolio Manager Will Baylis reflects on the philosophy and core principles the Martin Currie Australia Sustainability Equity strategy.
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