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  • Contradictory forces at play leading into August reporting season

    Amidst a sluggish economy and increasing rates, we've reassessed our perspective on Australian banks.

    Date published
    2 Aug 2023
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  • Asia Long-Term Unconstrained

    Translating Asia’s economic growth.

    Date published
    23 Mar 2023
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  • GEMs Podcast Digital Economy

    Conversation Corner: Digital Economy Stock Deep Dive

    Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.

    Date published
    4 May 2022
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  • Reporting Season Wrap

    Australian Reporting Season Wrap - “A return to the ‘old’ normal”

    What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style

    Date published
    29 Mar 2022
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  • Tom Wills

    Tom Wills

    Chartered Accountant (CA) Tom Wills first joined Martin Currie in 2010 as a global consumer analyst. Tom works as a Portfolio Manager in the Asia team, focusing on the consumer and technology sectors in addition to undertaking accounting diagnostic

    Date published
    1 Mar 2020
  • Zhang Yu

    Zhang Yu

    Zhang Yu joined the Asia team (based in Edinburgh) as an Associate Investment Analyst in 2018, having previously worked in Martin Currie’s representative office in China from 2012, most recently as an Investment Research Assistant. She is

    Date published
    1 Mar 2020
  • Jes Goh

    Jes Goh

    Jes joined Martin Currie in 2022. Jes is a portfolio manager in our Asia team and has responsibility for researching stocks in the consumer and technology sectors. Before joining Martin Currie, Jes was at Whitefield Capital Management, where she was

    Date published
    1 Mar 2020
  • Andrew Graham

    Andrew Graham

    Andrew joined Martin Currie in May 2010 and heads our Asia team. He is co-manager of the Martin Currie Asia Pacific and Asia Long-Term Unconstrained strategies. He joined us from Sofaer Global Research, bringing with him over 20 years’ experience

    Date published
    1 Mar 2020
  • Income strategies

    Income strategies

    Delivering real income and capital growth over the long-term.

    Date published
    1 Mar 2020
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  • Growth strategies

    Accumulation strategies

    Identifying and investing in high-quality, sustainable business models to generate positive long-term outcomes for our clients.

    Date published
    1 Mar 2020
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  • Growth strategies

    Growth strategies

    Identifying and investing in high-quality, sustainable business models to generate positive long-term outcomes for our clients.

    Date published
    1 Mar 2020
  • Michael Millar

    Michael Millar

    Michael is a portfolio manager in our Asia team. Michael is also responsible for researching telecoms and healthcare stocks. Michael joined Martin Currie in 2013 from Naeem Brokerage, Cairo, where he was Managing Director, Regional Head of Research.

    Date published
    13 Feb 2020