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Our take on the latest investment themes

View [Investing in the ‘Real Asset’ Australian dream] RealAssetAbstract

Investing in the ‘Real Asset’ Australian dream

by Ashton Reid

While we’ve all experienced the frustrations of road congestion, that queue at the supermarket or indeed the rising cost of life’s necessities, there is a ‘Real’ way to ease the burden.

2 August 2019
View [Lessons from the rise of UK digital banks] RiseofDigitalBanksAbstract5

Lessons from the rise of UK digital banks

by Matthew Davison

Matthew Davison, senior research analyst for Martin Currie Australia, reports back from his UK research trip that despite the tough banking market conditions, it’s not all doom and gloom for banks.

31 July 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 [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 [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 [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