Australia Core Equity Insights

 
View [Six ways to assess if a board is competent and on our side] Six ways to assess if a board is competent and on our side

Six ways to assess if a board is competent and on our side

While governance quality is a hot topic of late, we see it is one of the longest-term dynamics between markets, management and a company’s fortunes. It is critical to a stock’s performance in the long term.

29 November 2018
View [Martin Currie achieves top ESG rating for second year in a row] PRI A+ award 2018

Martin Currie achieves top ESG rating for second year in a row

The Principles for Responsible Investment (PRI) assess responsible investment activities across the industry each year. Their review of 2017 has been published and Martin Currie has achieved A+ ratings for its responsible investment activities.

News 26 July 2018
View [Martin Currie Australia Market Outlook Q2 2018 update] Australian and global outlook May 2018 News

Martin Currie Australia Market Outlook Q2 2018 update

Lead indicators of global economic growth have indicated that December 2017 may well have marked the peak of the up cycle globally, with ‘soft’ and ‘hard’ economic data pointing in same direction. Against this backdrop, Reece Birtles shares his perspectives on the direction of the Global and Australian economy.

15 May 2018
View [AUSTRALIAN REPORTING SEASON WRAP: REWRITING THE SCRIPT FOR GROWTH ] Australia Reporting Season 2018 news

AUSTRALIAN REPORTING SEASON WRAP: REWRITING THE SCRIPT FOR GROWTH

After many years of the same old story – cost cutting and slow revenue growth story, February 2018’s reporting season has offered up some positive news for the Australian market and economy.

Active Viewpoint 15 March 2018
View [Australia Value Equity 2018 Outlook] Australia Value Equity Outlook 2018

Australia Value Equity 2018 Outlook

After the strong run for Australian equities and for the Martin Currie Australia Value Equity portfolio in 2017, Reece Birtles and Michael Slack look to the year ahead and explain how the Australia Value Equity strategy is well positioned to capture opportunities in 2018.

31 January 2018