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.

While many sustainable funds use negative screens to avoid stocks with poor ESG scores, Martin Currie’s Naomi Bant says engagement with companies that can provide a net benefit to society leads to better investment and sustainability outcomes.

With deteriorating economic conditions dampening the banking outlook, some trading momentum may be leaving the sector after a strong two-month run. Six in 10 trades of big-four banks on the Selfwealth platform in July were sell orders, and headwinds are only picking up from here.

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

A new International Energy Agency report projects global renewable energy growth in the next five years will match that of the last 20, with renewables also set to overtake coal as the largest electricity source by 2025. Australian investors won’t have to look far to find stocks poised to benefit from this momentum shift.

Martin Currie, the active equity specialist investment manager of Franklin Templeton, says “as the global economy returns to growth, investors looking to catch the growth wave should be looking to emerging markets.” Alastair Reynolds, Portfolio Manager of the Legg Mason Martin Currie Emerging Markets Fund, agrees and says “Take one example. In 2021, the global…

The Annual General Meeting (AGM) season in Australia is becoming more of a forum for companies to update shareholders on the outlook for earnings, and for shareholders to push the ESG agenda, according to Martin Currie Australia, an active equity specialist investment manager. Reece Birtles, chief investment officer, and Will Baylis, portfolio manager, at Martin…

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.