Focal point

Our take on the latest investment themes

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 [The "Greenification" of China] ChinaGreenificationAbstract1

The "Greenification" of China

by Daniel Fitzgerald

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

5 June 2019
View [REITs in Asia - An exciting "Emerging" Asset Class] AsiaREITsAbstract1

REITs in Asia - An exciting "Emerging" Asset Class

by Daniel Fitzgerald

We see significant potential for real estate investment trusts (REIT’s) across the Asia Pacific. Whilst they have been largely a developed-market phenomenon so far, incremental growth is likely to come from the emerging Asia markets, and exciting new listings are imminent in the Philippines and India.

1 April 2019
View [Royal Commission Report puts governance in the spotlight] AusAsianBankingAbstract1

Royal Commission Report puts governance in the spotlight

by Matthew Davison

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the governance failings aired during the hearings gives us plenty to learn for the future, and also long-term opportunities.

1 April 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 [Budget surplus to drive consumption] Abstact2

Budget surplus to drive consumption

by Reece Birtles

Wage growth and tax cuts are a significant driver of household expenditure, and bracket creep provides a good basis to fund tax relief and repair consumption.

29 March 2019
View [Reporting Season: What we've learned so far] ReportingSeasonAbstract1

Reporting Season: What we've learned so far

by Reece Birtles

We are almost through Australia’s semi-annual reporting season. Profit results are being clouded by negative sentiment on politics, financial conditions and house prices. But politics is also creating an interesting dynamic for dividends and capital management.

4 March 2019