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Latest Insights
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Inclusion, Diversity and Equality
Recognising women's achievements and the contribution that women make to society on International Women’s Day 2021.
- Date published
- 8 Mar 2021
- Tag
- Global
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Australian opportunities in the renewable transition
Australian companies are well-placed to benefit from the transition away from fossil fuels towards renewable energy over the next decade.
- Date published
- 4 Mar 2021
- Tag
- Stewardship & ESG
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A lower carbon perspective for Australian equities
Martin Currie Australia’s client focused investment platform has been evolving to deliver sustainable low carbon solutions for Australia equity investors.
- Date published
- 4 Mar 2021
- Tag
- Stewardship & ESG
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February 2021 Australian Company Reporting Season - week two
With 75% of S&P/ASX 200 companies by market cap having either pre-released or reported so far, the February 2021 reporting season is set to be the strongest we’ve seen in 10 years based on forward earnings per share (EPS) revisions.
- Date published
- 24 Feb 2021
- Tag
- Australia
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Where to for income in 2021
2020 was a challenging year for investors that rely on dividends to fund their income needs. Does 2021 look better for income investors?
- Date published
- 23 Feb 2021
- Tag
- Australia
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February 2021 Australian Company Reporting Season - week one
Vaccine news, ongoing stimulus and strong economic indicators leading into results are translating into strong upgrades for Australian companies reporting this February. Will this set the scene for a strong Reporting Season and a more optimistic
- Date published
- 16 Feb 2021
- Tag
- Australia
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Positive Momentum in Emerging Markets
Portfolio Manager, Colin Dishington reviews emerging markets in Q4 2020 and why he believes there are exciting investment opportunities in 2021.
- Date published
- 16 Feb 2021
- Tag
- Global Emerging Markets
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Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Global Long-Term Unconstrained
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The time is now for value
The time is now to position portfolios in Value stocks ahead of spreads narrowing as economies rebound.
- Date published
- 2 Feb 2021
- Tag
- Australia Value Equity
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China vs the Rest - Finance
The Financial sector is a natural beneficiary of globalisation and confidence in its outlook has been suffering as a result of the escalating rupture between the US and China.
- Date published
- 27 Jan 2021
- Tag
- Trade Wars
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Latest Stewardship Activity: December
The latest update from David Sheasby, Head of Stewardship & ESG..
- Date published
- 21 Jan 2021
- Tag
- Stewardship & ESG
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Stewardship Matters - Edition 2
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends. EDITION 2 focusses on the United Nation’s Sustainable Development Goals.
- Date published
- 20 Jan 2021
- Tag
- Stewardship & ESG