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Latest Insights
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It's not about Trump
Inflation, energy and the art of the possible.
- Date published
- 10 Jun 2025
- Tag
- Geopolitics
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The Value Opportunity: Equities & Growth Symposium 2025
Martin Currie Australia's CIO, Reece Birtles, spoke to James Dunn at The Inside Network’s Equities & Growth Symposium in Melbourne on true-to-label value investing in a changing market.
- Date published
- 8 May 2025
- Tag
- Australia Value Equity
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Trump, tariffs and trade tensions
The Trump administration’s liberation announcement on tariffs has created shockwaves across markets.
- Date published
- 18 Apr 2025
- Tag
- Global Long-Term Unconstrained
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Global Emerging Markets Performance Review Q1 2025
We provide a performance review on Global Emerging Markets for the first quarter of 2025.
- Date published
- 15 Apr 2025
- Tag
- Global Emerging Markets
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UK Equities: Share buybacks
The hidden Element of Returns.
- Date published
- 7 Apr 2025
- Tag
- UK Equities
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Global Long-Term Unconstrained portfolio update Q1 2025
Our latest update on portfolio activity, key market events and outlook.
- Date published
- 26 Mar 2025
- Tag
- Global Long-Term Unconstrained
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Australia Reporting Season Wrap – ‘Mind the gap’
Are fundamentals still being left behind on the platform this reporting season, or does the shift in factors driving market returns, macro themes and management tone suggest that valuations, earnings, and prices are starting to realign?
- Date published
- 24 Mar 2025
- Tag
- Cross-Strategy Australia
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Webinar: Mind the Gap. Will price and earnings reconnect?
Chief Investment Officer, Reece Birtles presents his key takeaways from Australia's bi-annual reporting season.
- Date published
- 12 Mar 2025
- Tag
- Cross-Strategy Australia
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The Value comeback: Why smart money is quietly shifting gears
History reminds us that periods of market euphoria inevitably give way to reality checks—and those transitions can happen with startling speed.
- Date published
- 11 Mar 2025
- Tag
- Australia Value Equity
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How Trump's tariffs influence key investor risks
US President Donald Trump has decided to go ahead with implementing the first round of tariffs on trading partners, with a 25% tariff on Canada and Mexico, and 10% on China.
- Date published
- 6 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Could Rachel Reeves be a ‘lucky general’?
Will fortune favour the Chancellor – and investors in the UK?
- Date published
- 4 Feb 2025
- Tag
- Cross-Strategy
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Global Emerging Markets Performance Review Q4 2024
We provide a performance review on Global Emerging Markets for the fourth quarter of 2024.
- Date published
- 20 Jan 2025
- Tag
- Global Emerging Markets