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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- 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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Tim Baker, CFA
Tim Baker joined Martin Currie in 2022. As an Associate Client Portfolio Manager he represents Martin Currie's investment capabilities in the UK retail channel. He is responsible for delivering market and strategy insights to clients and prospects.
- Date published
- 1 Dec 2023
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A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
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European Long-Term Unconstrained
Alpha generation - Investing in Europe’s strongest companies.
- Date published
- 20 Jun 2023
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Jackie Cui
Jackie is an Investment Analyst in the Global Long-Term Unconstrained team and joined in Martin Currie in March 2022. She has responsibility for researching stocks in the Technology, Media and Telecoms and Financials sectors. Before joining Martin
- Date published
- 1 Apr 2022
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Anna Shevkunova
Anna joined Martin Currie in April 2022 and is an Investment Analyst in the Global Long-Term Unconstrained team, with responsibility for researching stocks in the Healthcare sector. Before joining Martin Currie, Anna worked at KPMG as an Assistant
- Date published
- 1 Apr 2022
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Q4 reporting season update
The Q4 result season is well underway and companies are delivering positive surprises across geographies.
- Date published
- 1 Mar 2022
- Tag
- Global Long-Term Unconstrained
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Yulia Hofstede
Yulia is a portfolio manager on our Global Long-Term Unconstrained Team and is the head of the Technology research pod within the team. Yulia has diverse sector experience across various cyclical sectors, which has kept her grounded through multiple
- Date published
- 8 Mar 2021