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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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The Outlook for Listed Real Assets
After a difficult few years for the sector, the building blocks are in place for listed Real Assets opportunities in 2024.
- Date published
- 9 Jan 2024
- Tag
- Australia Real Income
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If "Bonds are back”, so too are listed Real Assets
With listed Real Asset share prices and yields reflecting higher interest rates, it’s now time to turn attention towards listed Real Assets for their appealing income and favourable growth traits.
- Date published
- 13 Dec 2023
- Tag
- Australia Real Income
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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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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income
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Identifying winners and losers through an income lens
Australia’s August reporting season has revealed critical signals and fundamental information to help income- focused investors reposition their portfolios for this contractionary economic environment.
- Date published
- 12 Oct 2023
- Tag
- Cross-Strategy Australia
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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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Real Assets: Making a real difference
Income opportunities while helping enrich the communities Real Assets are located in.
- Date published
- 10 Aug 2023
- Tag
- Australia Real Income
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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