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Five ways we seek out Sustainable Opportunities with Financial Returns
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.
- Date published
- 12 Jun 2023
- Tag
- Australia Sustainable Equity
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Video: Focus on ESG and outperformance need not be mutually exclusive
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.
- Date published
- 25 May 2023
- Tag
- Australia Sustainable Equity
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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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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