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Latest Insights
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Australia Reporting Season Wrap – Will the Australian economy have a hard, soft or no landing?
Australia's February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024. And we think it might be worse than most want to believe.
- Date published
- 19 Mar 2024
- Tag
- Cross-Strategy Australia
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WEBINAR: REPORTING SEASON - HARD, SOFT or NO LANDING?
Australia's upcoming February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024.
- Date published
- 12 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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A Turning Point for Emerging Markets?
We expect positive momentum in 2024 in the broad market through derisking of policy and politics.
- Date published
- 17 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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The Outlook for Listed Real Assets
After a difficult few years for the sector, the building blocks are in place for listed Real Assets opportunities in 2024.
- Date published
- 9 Jan 2024
- Tag
- Australia Real Income
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Impact Report 2023
The inaugural Impact Report for the Improving Society Strategy - through an culmination of an enormous amount of careful work to create a robust measurement and reporting process.
- Date published
- 21 Dec 2023
- Tag
- Improving Society Strategy
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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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If "Bonds are back”, so too are listed Real Assets
With listed Real Asset share prices and yields reflecting higher interest rates, it’s now time to turn attention towards listed Real Assets for their appealing income and favourable growth traits.
- Date published
- 13 Dec 2023
- Tag
- Australia Real Income
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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