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Latest Insights
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Global Emerging Markets Performance Review Q1 2024
We provide a performance review on Global Emerging Markets for the first quarter of 2024.
- Date published
- 5 Apr 2024
- Tag
- Global Emerging Markets
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Spotlight on Net Zero in the Real World
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 18 Mar 2024
- Tag
- Cross-Strategy Australia
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Quality Growth positioned to succeed over the long term
While we’ve experienced the largest rotation from growth to value in the past 25 years, we believe that investing in world class businesses positioned to take advantage of strong secular growth opportunities across emerging markets will be the
- Date published
- 8 Feb 2024
- Tag
- Global Emerging Markets
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2023 Performance Review and Outlook
2023 saw improving sentiment for emerging markets. But the outlook for 2024 is brighter with the positive alignment of all five points of fundamentals, valuations, positioning, politics and policy.
- Date published
- 26 Jan 2024
- Tag
- Global Emerging Markets
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Performance Review and Outlook Q4 2023
We provide a performance review and outlook on Global Emerging Markets for the fourth quarter of 2023.
- Date published
- 23 Jan 2024
- Tag
- Global Emerging Markets
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Australian Outlook 2024
Is 2024 the year for a hard, soft or no landing?
- Date published
- 15 Jan 2024
- Tag
- Cross-Strategy Australia
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Global, US and European Outlook 2024
A challenging macroeconomic backdrop, but a supportive monetary policy outlook is rearing its head.
- Date published
- 20 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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Impact Investing is now
As investors ask themselves some fundamental questions, Lauran Halpin, Head of Impact Equities, looks at the increasing popularity of sustainable investment.
- Date published
- 12 Dec 2023
- Tag
- Improving Society Strategy
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Emerging market growth has the quality to perform
While growth has returned to favour in the US, value continues to lead in emerging markets. We seek to understand why this is and highlight what we think the next phase will bring.
- Date published
- 11 Dec 2023
- Tag
- Global Emerging Markets
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Does a strong culture equate to a strong investment?
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 6 Dec 2023
- Tag
- Cross-Strategy Australia
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Improving Society - 12 Days of Impact
Our '12 Days of Impact' calendar, seeks to shed light on some of the social issues affecting millions worldwide and highlight what companies around the globe are doing to combat them.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy