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Everything from Martin Currie Australia

CBA’s upgrade cycle may be over as valuation disconnect grows

From Martin Currie Australia

Matthew Davison, Portfolio Manager at Martin Currie Australia has cautioned that Commonwealth Bank of Australia’s (CBA) recent upgrade cycle may be drawing to a close, despite the bank continuing to post

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15 Aug 2025

Martin Currie awarded another Australian Equity CFS mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie Australia (MCA) has been selected to manage another Australian Equity mandate available on the CFS FirstChoice platform. The selection of the MCA Active Insights strategy

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14 May 2025

Corporate Australia faces major hurdles on the path to Net Zero

From Martin Currie Australia

Will Baylis Corporate Australia is struggling to meet Net Zero goals, with significant challenges hindering progress according to Martin Currie Australia, a leading equities investment manager. Even though the firm

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16 Dec 2024

Be careful what you wish for from reporting season

From Martin Currie Australia

Company results and communications from the recent August 2024 reporting season echo the poor conditions experienced back in 2019, according to Chief Investment Officer at Franklin Templeton specialist investment manager

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27 Sep 2024

Companies hoarding earnings raises shareholder value concerns

From Martin Currie Australia

Shareholders are increasingly concerned about companies becoming more conservative in their payout ratios and debt levels. According to data collated on S&P/ASX 200 companies, this current reporting season saw average

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23 Sep 2024

Martin Currie awarded CFS Equity Income mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie has been selected to manage an Equity Income mandate available on the Colonial First State FirstChoice platform. “We are pleased to be awarded this mandate

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25 Jun 2024

Australian companies’ analysis shows Australia edging closer to a hard landing

From Martin Currie Australia

Although a consensus ‘Goldilocks’ view prevails for Australia’s economy, analysis of the latest reporting season reveals that a hard landing is still a very real possibility, according to Reece Birtles,

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27 Mar 2024

Martin Currie recognised for Environmental, Social and Governance Investing by Principles of Responsible Investment

From Martin Currie Australia

Martin Currie, the active equity specialist with AUD $31 billion in assets under management, as of December 31 2023, has been awarded the highest possible rating by the Principles of

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27 Feb 2024

2024 Outlook: Will it be a hard, soft or no landing?

From Martin Currie Australia

Martin Currie Australia, part of Franklin Templeton, has released its recent outlook paper on what has shaped the Australian market in 2023 and provide fundamental insight into the Australian equities

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25 Jan 2024

Where’s the Beef? It’s Emerging Markets earnings

From Martin Currie Australia

Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case

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24 Aug 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]