The August 2022 Reporting Season

The August 2022 Reporting Season

Hatchings SEPTEMBER 2022 – ISSUE 8 The August 2022 Reporting Season Watch for outlook comments at AGM’s All eyes are on AGM season after company reporting season showed that rising interest rates and higher fuel and food prices are impacting the outlook for...
Why we factor-in ‘factors’

Why we factor-in ‘factors’

Hatchings August 2022 – ISSUE 7 Why ‘factors’ are factored into qualitative investments.  Peter BrookeGareth Hurst In quantitative equity investing there is always talk about factors, but what is a factor, how are they defined, and does the Australian equity...
Our thoughts on the energy transition

Our thoughts on the energy transition

Hatchings JULY 2022 – ISSUE 6 Our thoughts on the energy transition Stephen ButelKristen Le Mesurier In an attempt to prevent blackouts and astronomic wholesale power prices across the east coast of Australia, the energy market regulator took an incredible step...
Climate change: a Q&A for investors

Climate change: a Q&A for investors

Hatchings JUNE 2022 – ISSUE 5 Climate change: a Q&A for investors Kristen Le Mesurier “Is my fund investing with climate change in mind? How will my portfolio be affected by climate change in the next few years?”  These are some of the questions we’ve heard...