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Latest insights
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Australia Reporting Season Wrap – Will the Australian economy have a hard, soft or no landing?
Australia's February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024. And we think it might be worse than most want to believe.
- Date published
- 19 Mar 2024
- Tag
- Cross-Strategy Australia
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Spotlight on Net Zero in the Real World
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 18 Mar 2024
- Tag
- Cross-Strategy Australia
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WEBINAR: REPORTING SEASON - HARD, SOFT or NO LANDING?
Australia's upcoming February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024.
- Date published
- 12 Mar 2024
- Tag
- Cross-Strategy Australia
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Australian Outlook 2024
Is 2024 the year for a hard, soft or no landing?
- Date published
- 15 Jan 2024
- Tag
- Cross-Strategy Australia
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Does a strong culture equate to a strong investment?
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 6 Dec 2023
- Tag
- Cross-Strategy Australia
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VIDEO: Pathway to 2030 Forum: Net Zero in the Real World
Watch investors, sustainability experts and leading ASX-listed companies explore the real investment implications from the transition towards Net Zero.
- Date published
- 31 Oct 2023
- Tag
- Australia Sustainable Equity
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Australian Reporting Season Wrap - Surviving the profit downturn
This August, the Australian reporting season revealed critical signals and fundamental information to help investors reposition their portfolios for this contractionary economic environment.
- Date published
- 15 Sep 2023
- Tag
- Cross-Strategy Australia
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Webinar: Reporting Season - Surviving the profit downturn
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 6 Sep 2023
- Tag
- Cross-Strategy Australia
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Contradictory forces at play leading into August reporting season
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 2 Aug 2023
- Tag
- Cross-Strategy Australia
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Headwinds for the Australian Banks
Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.
- Date published
- 19 Jul 2023
- Tag
- Australia Value Equity
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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