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A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
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European Long-Term Unconstrained
Alpha generation - Investing in Europe’s strongest companies.
- Date published
- 20 Jun 2023
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Green tailwinds
In March’s Stock Insights we highlight energy efficiency infrastructure and autos, alongside a consumer stock update.
- Date published
- 16 Mar 2023
- Tag
- Global Long-Term Unconstrained
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To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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Getting over the stagflation wall
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
- Date published
- 11 Nov 2022
- Tag
- Global Long-Term Unconstrained
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Jackie Cui
Jackie is an Investment Analyst in the Global Long-Term Unconstrained team and joined in Martin Currie in March 2022. She has responsibility for researching stocks in the Technology, Media and Telecoms and Financials sectors. Before joining Martin
- Date published
- 1 Apr 2022
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Anna Shevkunova
Anna joined Martin Currie in April 2022 and is an Investment Analyst in the Global Long-Term Unconstrained team, with responsibility for researching stocks in the Healthcare sector. Before joining Martin Currie, Anna worked at KPMG as an Assistant
- Date published
- 1 Apr 2022
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Yulia Hofstede
Yulia is a portfolio manager on our Global Long-Term Unconstrained Team and is the head of the Technology research pod within the team. Yulia has diverse sector experience across various cyclical sectors, which has kept her grounded through multiple
- Date published
- 8 Mar 2021
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Amanda Whitecross
Amanda is a portfolio manager on our Global Long-Term Unconstrained team. She has accountability for the team’s investment process and research responsibilities covering the Consumer Staples, Consumer Discretionary sectors. Amanda joined Martin
- Date published
- 8 Mar 2021
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Accumulation strategies
Identifying and investing in high-quality, sustainable business models to generate positive long-term outcomes for our clients.
- Date published
- 1 Mar 2020
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Growth strategies
Identifying and investing in high-quality, sustainable business models to generate positive long-term outcomes for our clients.
- Date published
- 1 Mar 2020