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Latest Insights
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Headwinds and Tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
- Date published
- 3 May 2022
- Tag
- Global Emerging Markets
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China has caught our attention
Domestic and international regulatory concerns are impacting Chinese equity markets.
- Date published
- 13 Apr 2022
- Tag
- Markets
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Supply chain disruption and high volatility
Global implications of Russia’s war on Ukraine.
- Date published
- 21 Mar 2022
- Tag
- Markets
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Russia: geopolitical risk reaches crisis point
As geopolitical tension mounts around Russia and Ukraine, our Global Emerging Markets team shares some insights into what is happening, the risks and what it means for the portfolio.
- Date published
- 24 Feb 2022
- Tag
- Global Emerging Markets
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Global Emerging Markets 2022 Outlook
We saw many of our portfolio companies perform well in 2021 despite the turbulent market environment – there remain plenty of reasons for optimism as we enter 2022.
- Date published
- 18 Jan 2022
- Tag
- Global Emerging Markets
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India: Local Entrepreneurial Leadership
India is home to vibrant, entrepreneurial companies which are leaders in their respective segments and positioned to benefit from the key driving forces in the market.
- Date published
- 15 Dec 2021
- Tag
- Demographics
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The best of both worlds - Why now for Emerging Markets
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
- Date published
- 18 Nov 2021
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Mining shouldn't cost the Earth
How one Latin American copper miner is striving for sustainability.
- Date published
- 10 Nov 2021
- Tag
- Global Emerging Markets
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Global Emerging Markets: Reflections on a Decade
As we approach the end of 2021, we celebrate a decade of investment team tenure for the Martin Currie Emerging Markets strategy. To mark this anniversary, the investment team reflects on some notable investments and developments during the period.
- Date published
- 22 Oct 2021