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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
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Global Long-Term Unconstrained
Alpha generation - Investing in the world’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
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Global Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
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Zehrid Osmani - Investment Outlook 2023
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 19 Dec 2022
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Global Investment Outlook
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 15 Dec 2022
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A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
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60 seconds with Zehrid Osmani - September 2022
Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.
- Date published
- 21 Sep 2022
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Cybersecurity - Defragmenting the market
Cybersecurity breaches have been steadily rising, and there is a risk, given increased geopolitical tensions, that incidences of state-sponsored cyber security breaches could also be on the rise.
- Date published
- 26 Jul 2022
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Global Long-Term Unconstrained: Investment Outlook 2022 - update
Increased geopolitical tension is increasing the risk of an economic slowdown, however, in a world transitioning towards sustainability, exciting opportunities remain for long-term investors.
- Date published
- 2 May 2022
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Martin Currie adds two additional analysts to the Global Long-Term Unconstrained Team
Martin Currie is pleased to announce the addition of two new investment analysts to the Global Long-Term Unconstrained team.
- Date published
- 4 Apr 2022
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