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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained
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Seismic changes from Artificial Intelligence
A quality growth opportunity.
- Date published
- 19 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Martin Currie Investment Outlook 2024
We present our investment teams outlook for 2024 across global markets and the impact space.
- Date published
- 12 Dec 2023
- Tag
- Cross-Strategy
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Valuation discipline is critical
The importance of anticipating normalising interest rates (or why some valuation gurus take the wrong approach).
- Date published
- 6 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Tim Baker, CFA
Tim Baker joined Martin Currie in 2022. As an Associate Client Portfolio Manager he represents Martin Currie's investment capabilities in the UK retail channel. He is responsible for delivering market and strategy insights to clients and prospects.
- Date published
- 1 Dec 2023
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Reaching the peak
But persistent inflation means investors need to focus on pricing power.
- Date published
- 8 Nov 2023
- Tag
- Global Long-Term Unconstrained
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Jackson’s Five
Five key takeaways from the Jackson Hole conference
- Date published
- 27 Sep 2023
- Tag
- Global Long-Term Unconstrained
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The last of the summer rate hikes
Peak rates nearing, recession fears receding.
- Date published
- 15 Aug 2023
- Tag
- Global Long-Term Unconstrained
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Recession fears might be like waiting for Godot
We stick to our view of a sharp slowdown instead.
- Date published
- 24 Jul 2023
- Tag
- Global Long-Term Unconstrained
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Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained
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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