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Latest Insights
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It's freezing out there, but we are not talking about the weather...
The emerging issue for investors in unlisted Real Assets.
- Date published
- 9 Dec 2022
- Tag
- Australia Real Income
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A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
- Tag
- Global Long-Term Unconstrained
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Biodiversity: The next frontier for companies and investors
Martin Currie Australia have undertaken a project to better understand the role companies and investors have to play in protecting biodiversity, and the challenges and opportunities it brings.
- Date published
- 30 Nov 2022
- Tag
- Australia Sustainable Equity
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Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
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The spice of "Australian" Value
Is a Global ETF really the best way to partake in the Value style for Australian investors?
- Date published
- 9 Nov 2022
- Tag
- Australia Value Equity
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Australia's population growth roars back
Australia’s population and economic outlook has roared back to life with the latest available arrivals and visa data.
- Date published
- 2 Nov 2022
- Tag
- Australia Real Income
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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Investment case for China remains strong
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
- Date published
- 26 Oct 2022
- Tag
- Global Emerging Markets ex. China
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Stewardship Matters – Edition 8: The power of Diversity and Inclusion in Investing
There is increasing evidence of a positive link between greater corporate focus on Diversity and Inclusion (D&I) and financial performance.
- Date published
- 20 Oct 2022
- Tag
- Stewardship Matters
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Italian election result
Landslide victory for a right-wing coalition
- Date published
- 30 Sep 2022
- Tag
- European Long-Term Unconstrained
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Australian Reporting Season Wrap - “Paying the piper”
What has been the impact of the current environment on Australian company results and outlooks this reporting season? What are companies doing to combat shrinking profit margins due to falling revenue and/or higher costs? And what does this mean for
- Date published
- 29 Sep 2022
- Tag
- Cross-Strategy Australia
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60 seconds with Zehrid Osmani - September 2022
Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.
- Date published
- 21 Sep 2022
- Tag
- Global Long-Term Unconstrained