Martin Currie Australia

Early reports by ASX-listed companies under the Commonwealth’s Modern Slavery Act are positive but many have not responded to requests for information and some high-profile companies are exposed to greater risks than others. According to a new study by Martin Currie Australia (MCA), which manages almost $10 billion in Australian equities, 18 per cent of…

With 128 fund managers having signed up for the Net Zero Asset Managers initiative commitments, one of them has spelled out just how difficult the path to net zero will be for both managers and investors. Martin Currie, the global equities manager, says in a report published last week (July 15), ‘Quantifying Decarbonisation‘, that it…

The ASX is not Wall Street. A lot of the recent discussion about a style rotation, at long last, putting the value back in value investing, has focussed on the behaviour of US and global markets. A clearer focus on Australia offers a more nuanced, and relevant, analysis. According to a blog posted last week…

Australia has a long way to go to catch up to its major trading partners in its planned spend on new infrastructure, notwithstanding Prime Minister Morrison’s pledge of $100 billion over the next 10 years. This should be something for investors to savour, as well as those who benefit from the multiplier effect for employment….

The past two years have seen poor performance for value style indices and typical value managers globally, and stronger performance for momentum, growth and quality factors. There have been recent comments in the market that value is broken or that this could be the death of value.