Focal point

Our take on the latest investment themes

View [Purposeful Engagement is More Effective Than Shareholder Activism] Front of office sunny with trees

Purposeful Engagement is More Effective Than Shareholder Activism

by Will Baylis

Shareholder activist groups are diverting company management’s time and energy towards narrow environmental and social causes. We explore why active ownership and purposeful engagement can achieve a better outcome for all stakeholders.

5 March 2020
View [In defence of natural gas: an ESG perspective] MCAInDefenseOfGasAbstract

In defence of natural gas: an ESG perspective

by Will Baylis

Australia’s energy mix cannot consist of renewables alone, and we believe that natural gas has a role to play in the transition to a lower carbon future.

3 February 2020
View [ESG challenges for investing in the modern age] ESG Challenges for investing in the modern age

ESG challenges for investing in the modern age

by Will Baylis

In this modern age of climate change and the ‘me-too’ movement, Environmental and Social factors have become increasingly important investment risk factors to consider. For our analysts, they have also been important discussion points with Australian companies during the August 2019 reporting season.

18 September 2019
View [The transition from coal to renewable energy] MCATransitionAbstract

The transition from coal to renewable energy

by Will Baylis

In the Australian market, we see the transition from coal to renewable energy as well under way, and we are happy to help our clients be a part of this evolution towards a cleaner, lower carbon future.

4 July 2019
View [What do the proposed franking changes really mean for Australian equity investing?] AusFrankingAbstract4

What do the proposed franking changes really mean for Australian equity investing?

by Will Baylis

An interesting theme that emerged during the recent Australian reporting season has been the growing impact of political uncertainty on corporate behaviour. In particular, the expected Federal election in May has driven companies to dramatically change their short-term capital-management strategies.

1 April 2019
View [ESG - Don't just use the rear view mirror] Rear view mirror

ESG - Don't just use the rear view mirror

by Will Baylis

We are often asked why we don’t have a 100% exclusion of fossil fuels, or if we avoid the un-ethical banks. We recognise there is no 'perfect company', and that the past is not always a reliable indicator of the future

31 October 2018