Martin Currie

A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager Martin Currie identifying the resources sector as a real cause for concern regarding future income.

Despite continuing strong economic data for Australia, markets have forecast significant earnings downgrades, and results have been mixed so far. But a main highlight – CBA’s record $10 billion profit – may not be enough to improve investors’ outlook on the banking sector.

Zehrid Osmani from Martin Currie goes in-depth with Peter White from The Inside Network on the best global investment ideas.

The two fundies were among the major winners at the Australian Alternative Hedge Fund Awards in Sydney on Thursday night, with the event celebrating its 18th year in marking the best alternative managers in the country.

Following on from the Inside Network’s ESG Masterclass recently, specialist investment manager Martin Currie is fast becoming a climate change leader, through its active ESG investing approach, together with a series of new initiatives that were announced yesterday. These initiatives have significantly enhanced the company’s analysis of environmental, social and governance (ESG) factors. Martin Currie…

While it may be only short term, the Government’s stimulus measures over the past 12 months have helped Australia’s listed companies to their best half-yearly reporting season in ten years. In its latest report on the state of the companies following their shareholder reports for the six months to December, equities manager Martin Currie Australia…

This year The Inside Network held its industry-leading Environmental, Social and Governance or ESG Masterclass with some of Australia’s leading thinkers from the sector, to engage with and discuss some of the biggest problems humankind is facing, and the role of investors and advisers in contributing to a more sustainable economy. Hosted by Giselle Roux,…

According to Martin Currie chief investment officer Reece Birtles, the timing “could not be better for ‘value’ stocks.” This is a theme reiterated by the likes of Andrew Clifford of Platinum Asset Management this week, who described markets as being gripped with “speculative mania in high-growth stocks” in a world that has “gone crazy.” Birtles’…

This piece of advice from Zehrid Osmani, portfolio manager of the global unconstrained strategy at Franklin Templeton boutique, Martin Currie, couldn’t have been more pertinent than in 2020. Osmani, who joined from BlackRock in 2020, suggests this is one of the most important traits of success in the investment management industry, but particularly in the…

Shareholder activist groups are diverting company management’s time and energy towards narrow environmental and social causes. We explore why active ownership and purposeful engagement can achieve a better outcome for all stakeholders.