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Latest Insights
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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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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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The Tide Continues to Turn for the Value-Growth Dynamic
As the economic reopening gathers momentum, the Value style is witnessing a swing from performance headwinds to tailwinds. The time is now to capitalise on this thematic.
- Date published
- 28 Apr 2022
- Tag
- Australia Value Equity
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Australian Reporting Season Wrap - “A return to the ‘old’ normal”
What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style
- Date published
- 29 Mar 2022
- Tag
- Cross-Strategy Australia
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Re-heating the energy sector
Adding fuel to Australian Value performance.
- Date published
- 28 Feb 2022
- Tag
- Australia Value Equity
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February 2022 Australian company reporting season – an early update
Our early views on the results and the thematics at play for the Australian companies reporting.
- Date published
- 22 Feb 2022
- Tag
- Australia Value Equity
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Future defining demographic mega trends
In the current environment, a diversified portfolio of listed global Real Assets, with growth driven by the megatrend of urbanisation, can offer a compelling income-focused solution.
- Date published
- 8 Nov 2021
- Tag
- Global - Urban Population Megatrend
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Rising into falling markets, with upside from re-opening
Our Asia Pacific Real Income portfolio design has provided low volatility outcomes during the recent uncertainty, but this strength does not diminish the potential for future returns.
- Date published
- 18 Oct 2021
- Tag
- Asia Pacific Real Income
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Australian Reporting Season Wrap – “Spending the stimulus”
How will spending the government stimulus help improve earnings growth outlooks for Australian companies? What will the end of lockdowns mean for Value style investors?
- Date published
- 30 Sep 2021
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August 2021 Australian Company Reporting Season - Half Time update
Reported results surprising on the upside, and better (than feared) company outlooks producing strong upgrades.
- Date published
- 23 Aug 2021