Agenda
Agenda
Setting the Investment Agenda
Agenda 2021 – Our Views in Brief
Global Growth
The world will go from synchronised crisis in 2020 to synchronised recovery in 2021. Sizeable fiscal and monetary stimulus globally will feed into consumer and business investment spending in developed markets and support export-led growth in emerging market economies.
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IN CONVERSATION
IN CONVERSATION
Broadcast of periodic market insights
Perspectives: Fund Manager Interview with Adrian Redlich from Merricks Capital
In this episode, Investment Analyst, Darragh Kennelly speaks to Adrian Redlich, Chief Executive Officer of Merricks Capital. Adrian outlines the investment case for an allocation to Australian agriculture through a diversified credit strategy. He also discusses the outlook for the industry and the …
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ASSET ALLOCATION
ASSET ALLOCATION
A quarterly summary of finances
Asset Allocation June 2021
The early, most profitable, phase of the investment cycle is now likely past. Mid-cycle still offers opportunities for equity investors but it is fair to say the easy gains have now been had.
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Responsible Investing
Responsible
Investing
ESG Research and Insights
Escala’s ESG Annual Report
Escala Partners adopts a best-in-class approach to ESG with the launch of the Escala Annual ESG Report.
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SMA Commentary
SMA Commentary
Profiling Separately Managed Accounts
Martin Currie - Equity Income SMA
Martin Currie aim to provide an annual franked income of more than 25% in excess of the S&P/ASX 200 Index yield before fees and after taxes. The Trust also aims to provide long term growth in its income stream in excess of the rate of inflation (as measured by the Consumer Price Index).
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Insights
Insights
Bespoke market insights from our CIO
Introducing Thematic Investing
Thematic investing is an investment approach that has been growing in popularity and acceptance over the last several years. The starting point for thematic investing is the identification of a macro trend, typically long term in nature. Once the theme is identified, active managers who invest in …
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