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Medium-Term Opportunities in Financial Technology and Financials
Acceleration in migration towards online channels, seismic disruptions and nascent trends emerging.
- Date published
- 20 Apr 2021
- Tag
- Long-Term Unconstrained
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Long-Term Unconstrained update: Quarter 1 2021
Markets have been buoyant from continued macroeconomic momentum and Biden’s infrastructure spending has the potential to drive a long-term industrial cycle.
- Date published
- 16 Apr 2021
- Tag
- Long-Term Unconstrained
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Medium-Term opportunities in a post-pandemic world
In this series we look at the structural growth trends that have emerged and how they are captured in our thematic mega-trend framework.
- Date published
- 6 Apr 2021
- Tag
- Long-Term Unconstrained
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Medium-Term opportunities in Technology
Deeper integration into every sector of the economy and likely acceleration of existing trends.
- Date published
- 6 Apr 2021
- Tag
- Long-Term Unconstrained
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Key themes driving emerging markets
Semiconductors and Electric Vehicles - just two of the secular growth trends that excite Martin Currie.
- Date published
- 6 Apr 2021
- Tag
- Technology
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Latest Stewardship Activity: March
The latest update from David Sheasby, Head of Stewardship & ESG.
- Date published
- 1 Apr 2021
- Tag
- Stewardship & ESG
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Stewardship Annual Report 2021
The Stewardship Annual Report 2021 highlights the results of our sustained commitment to the development of productive ESG engagements embedded in our investment process.
- Date published
- 31 Mar 2021
- Tag
- Stewardship & ESG
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Australian Reporting Season Wrap – “Best of the decade”
For Australian companies, the vaccine news, ongoing stimulus and strong economic indicators have changed the COVID-focused downturn narrative to one of recovery.
- Date published
- 30 Mar 2021
- Tag
- Australia
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Getting back to an everyday 'real' life
We are instinctively social creatures, and with Real Assets structurally embedded in so much of our everyday lives, the continued easing of restrictions is now a driving force in income growth across the Real Asset space.
- Date published
- 17 Mar 2021
- Tag
- Australia Real Income
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The inflation genie is out of the bottle
There is a lot of anecdotal evidence that inflation is already on the rise. What are the implications for equity investors? And is the prevailing market view that any rise in inflation will just be temporary or short-term, in fact wrong?
- Date published
- 12 Mar 2021
- Tag
- Australia
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The impacts of sustainable finance disclosure regulation...
Investors will see important changes in the way their asset managers provide sustainability related information on their products and updated sustainability policies. This is the result of requirements emanating from the European Union’s (EU)
- Date published
- 9 Mar 2021
- Tag
- Stewardship & ESG
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Inclusion, Diversity and Equality
Recognising women's achievements and the contribution that women make to society on International Women’s Day 2021.
- Date published
- 8 Mar 2021
- Tag
- Stewardship & ESG