Shaping up for the Reporting Season

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As we enter Australia’s reporting season, Reece Birtles, Chief Investment Officer, Martin Currie Australia, looks at the key market developments since last season and what will shape the profit margins... Read more continue reading

A stock-take for dividend seeking investors

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A stock-take of Australian equity dividends from an investor’s perspective results in a number of conclusions. Max Cappetta, CEO of GSFM investment partner Redpoint Investment Management shares five key takeouts.... Read more continue reading

Trust and loyalty for Super funds hit new low: CSBA benchmarking

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The customer experience of Super fund members suffered a substantial fall, the latest results of the CSBA FEAL Superannuation CX Benchmarking report has found. Customers were impacted in part by... Read more continue reading

Value investors the likely winners in current environment

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Stagflation fears and the end of easy money have already resulted in the de-rating of many high-flying stocks but it is likely there is still further to go which should... Read more continue reading

Evergreen launches industry leading Responsible Investment Client Questionnaire

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Evergreen Consultants has launched a Responsible Investment Questionnaire that financial advisers can use to help clients select Responsible Investment (RI) products for their investment portfolios. The RI Questionnaire builds on the... Read more continue reading

Equity Trustees asset management joins UNPRI  

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The asset management division of Australia’s leading trustee company, Equity Trustees (ASX:EQT), has become a signatory to the United Nations supported Principles for Responsible Investing (PRI). Dilan Ashton, General Manager for... Read more continue reading

Zurich boosts its marine offering with new NM Insurance agreement

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Zurich Australian Insurance Limited (ZAIL) has announced a new agency agreement with NM Insurance Pty Limited (NM), to act as security for Proteus Marine Insurance (Proteus), a leading provider of... Read more continue reading

Sustainability with Substance: Ninety One publishes its Global Environment Impact Report

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Global Environment sees 70% of portfolio companies reduce their carbon intensity across Scope 1, 2, and 3 and 70% grow their carbon avoided in 2021 Ninety One, a global investment... Read more continue reading

Protecting downside key for top performing small cap fund

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A conservative approach which emphasises capital protection has been key to the Prime Value Emerging Opportunities Fund topping Mercer’s Australian Small Companies (ex-ASX100) survey for performance over three years. The... Read more continue reading

The inflationary implications of deglobalisation, demographics and decarbonisation

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In a reflationary environment, GSFM’s investment partner Epoch expects investors to exhibit an increased focus on capital allocation, as well as quality and sustainable free cash flow. All is explained... Read more continue reading