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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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