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Latest Insights
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Labour's first year
Can the government deliver economic growth and tackle the threat of Reform?
- Date published
- 1 Jul 2025
- Tag
- UK Equities
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UK Equities: Aiming High
Celebrating three decades of the Alternative Investment Market.
- Date published
- 19 Jun 2025
- Tag
- UK Equities
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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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Stewardship Annual Report 2025
With improved transparency in our reporting and notable progress in achieving our diversity and climate objectives, our annual stewardship report updates on how we’ve continued to enhance our stewardship practices to ensure responsible management.
- Date published
- 29 Apr 2025
- Tag
- Stewardship & Sustainability
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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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Listed Real Assets - Your 'safe harbour' in a storm
In this four-part series, our investment team discuss the reasons why listed Real Assets are well-placed for the storms on the economic horizon.
- Date published
- 17 Apr 2025
- Tag
- Global Real Income
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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