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Introducing the Improving Society Strategy
Martin Currie’s socially focused impact strategy aims to positively address the problem of human inequity while delivering long-term capital growth.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy
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Performance Review and Outlook
We provide a performance review and outlook on Global Emerging Markets for the third quarter of 2023.
- Date published
- 8 Nov 2023
- Tag
- Global Emerging Markets
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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income
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Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
- Tag
- Global Real Income
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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
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The most pressing questions on Chinese financials
Portfolio Manager, Paul Sloane, goes through some of the most pressing questions on investors' minds today.
- Date published
- 11 Apr 2023
- Tag
- Global Emerging Markets
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 2022
- Tag
- Global Emerging Markets
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Stewardship Matters – Edition 8: The power of Diversity and Inclusion in Investing
There is increasing evidence of a positive link between greater corporate focus on Diversity and Inclusion (D&I) and financial performance.
- Date published
- 20 Oct 2022
- Tag
- Stewardship Matters
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Growth vs. Value: Where’s the Quality in that?
An analysis of what style best captures the long-term emerging market opportunity.
- Date published
- 28 Jul 2022
- Tag
- Global Emerging Markets
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Stewardship Matters – Edition 7: The path to Net Zero
On the anniversary of becoming a NZAMI signatory, our latest edition of STEWARDSHIP MATTERS discusses how we are formalising our commitments, partnering with our clients, educating our teams, and building tools and structure around carbon
- Date published
- 20 Jul 2022
- Tag
- Stewardship Matters
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
- Tag
- Global Emerging Markets