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Our take on the latest investment themes

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

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 [Real assets: Empowered by Asian energy demand] RealAssetAsiaEnergyDemandAbstract

Real assets: Empowered by Asian energy demand

by Daniel Fitzgerald

Continued high growth in energy demand in the Asia Pacific ex Japan region should bring opportunities for listed real asset utilities.

16 September 2019
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