Reporting season shows resilience of company performance despite fears about inflation, rate rises and recession

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As we approach the end of Australian company reporting season, the results have demonstrated resilience of company performance in the face of fears about inflation, rate rises and recession notes

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2023 is set to have an increased focus on real-world impact

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Over the last decade, stewardship and sustainability have evolved rapidly, driven by a mixture of growing investor demand (asset owners), increased sophistication to manage risk (asset managers), improved reporting (companies)

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Martin Currie Australia strengthens team

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Martin Currie Australia, the active equity specialist investment manager of Franklin Templeton Australia Limited (Franklin Templeton), has bolstered its distribution team with the appointment of Ross Kent as a Client

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Australia’s value ‘spice’: Is global exposure really the best way for investors to add value

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Investors have recently been adding Global Value ETFs to their portfolios to enhance  exposure to value style given the market dynamics this year, says Martin Currie, the active Australian equity

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Investment case for China remains strong

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Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact, notes Martin Currie, an active investment

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Martin Currie Ethical Income Fund wins ‘Lonsec Sustainable Fund of the Year Award’

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Leading investment research house Lonsec has named the Martin Currie Ethical Income Fund as the 2022 Sustainable Fund of the Year. Martin Currie Australia is the active equity specialist investment manager of Franklin

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Martin Currie crowned Australia’s best ESG Fund at the 2022 Hedge Funds Rock + Australian Alternative Investment Awards

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Martin Currie Australia, the active equity specialist investment manager of Franklin Templeton Australia Limited (Franklin Templeton), has been awarded Australia’s ‘Best Specialist ESG Fund’ for the Martin Currie Sustainable Equity

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Martin Currie Australia announces senior promotions

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Active Australian equity manager, Martin Currie, part of the Franklin Templeton group, has bolstered its Australian portfolio management capabilities through two key promotions. Senior analyst Matthew Davison and quantitative analyst

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Martin Currie Australia launches ‘Active Insights’ strategy with a focus on fundamental analysis 

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Active equity manager, Martin Currie Australia, part of the Franklin Templeton group, has launched the Martin Currie Australia Active Insights strategy. The Active Insights strategy uses a unique process to capture outperformance through fundamental

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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

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