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Kiranjot Grewal
Kiranjot is an Investment Analyst in the Global Long-Term Unconstrained team and joined Martin Currie in 2024. She has responsibility for researching stocks in the Technology sector. Kiranjot joined Martin Currie from Bank of America, where she was
- Date published
- 4 Sep 2024
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained
Alpha generation - Investing in the world’s strongest companies.
- Date published
- 16 Jul 2024
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Aminah Ahmad
Aminah is an Investment Analyst on our Global Long-Term Unconstrained team and is responsible for researching stocks in the Consumer Staples and Consumer Discretionary sectors. Aminah joined Martin Currie in 2024 from BlackRock, where she spent the
- Date published
- 10 Jul 2024
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- European Long-Term Unconstrained
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French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
- Tag
- European Long-Term Unconstrained
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French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- European Long-Term Unconstrained
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Seismic thematic shifts bringing opportunities and disruptions
Eight medium-term thematic opportunities catching three seismic shifts.
- Date published
- 8 May 2024
- Tag
- Global Long-Term Unconstrained
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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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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