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When a valuation bubble is not about growth...
Reece Birtles explains why the euphoria around Commonwealth Bank could unwind, potentially impacting index-aware portfolios, and why value stocks may hold the key for income and accumulation investors.
- Date published
- 17 Jan 2025
- Tag
- Australia Value Equity
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Global Long-Term Unconstrained
Alpha generation - Investing in the world’s strongest companies.
- Date published
- 10 Jan 2025
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UK Smaller Companies
Small cap equities are under researched relative to the broader market, uncovering market anomalies and great mispricing opportunity.
- Date published
- 10 Jan 2025
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European Long-Term Unconstrained
Alpha generation - Investing in Europe’s strongest companies.
- Date published
- 9 Jan 2025
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Zehrid Osmani
Zehrid is head of the Global Long-Term Unconstrained team and is manager of Martin Currie Global Portfolio Trust. As head of the team, Zehrid has responsibility for the overall Global Long-Term unconstrained strategies processes, and ultimate
- Date published
- 7 Jan 2025
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UK Equity Income
Our advocacy for the power of compounding underpins our focus on generating a consistent dividend yield premium over the FTSE All Share index.
- Date published
- 7 Jan 2025
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Impact Report 2024
Our 2024 report demonstrates for the first time the social impact our portfolio’s companies have delivered towards their Key Performance Indicators.
- Date published
- 17 Dec 2024
- Tag
- Improving Society Strategy
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Global Emerging Markets - 2025 Outlook
What lies ahead for Emerging Markets
- Date published
- 12 Dec 2024
- Tag
- Global Emerging Markets
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Martin Currie Investment Outlook 2025
We present our investment teams outlook for 2025 across emerging and developed markets.
- Date published
- 12 Dec 2024
- Tag
- Markets
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Definitely, Maybe - 2025 Global Outlook
Is confidence on the up as we enter 2025?
- Date published
- 11 Dec 2024
- Tag
- Cross-Strategy
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UK Equities - 2025 Outlook
What’s on the horizon for UK Equities?
- Date published
- 10 Dec 2024
- Tag
- UK Equities
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Global Long-Term Unconstrained - 2025 Outlook
Five graphics on inflation, monetary policies, growth, earnings and valuation for investors to consider as we look into 2025.
- Date published
- 10 Dec 2024
- Tag
- Global Long-Term Unconstrained