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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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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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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
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Global Long-Term Unconstrained portfolio update
Latest update on portfolio activity, key market events and the outlook.
- Date published
- 14 Nov 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two Part II
Accelerating disruption and growing concentration risks.
- Date published
- 1 Nov 2024
- Tag
- Global Long-Term Unconstrained
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Clean sweep or lengthy recounts?
Will there be a clean sweep by either the Democrats or the Republican parties, and will there be lengthy recounts?
- Date published
- 21 Oct 2024
- Tag
- Geopolitics
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Kiranjot Grewal
Kiranjot is an Investment Analyst in the Global Long-Term Unconstrained team and joined Martin Currie in 2024. She has responsibility for researching stocks in the Technology sector. Kiranjot joined Martin Currie from Bank of America, where she was
- Date published
- 4 Sep 2024
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Megatrends
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Aminah Ahmad
Aminah is an Investment Analyst on our Global Long-Term Unconstrained team and is responsible for researching stocks in the Consumer Staples and Consumer Discretionary sectors. Aminah joined Martin Currie in 2024 from BlackRock, where she spent the
- Date published
- 10 Jul 2024
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Seismic thematic shifts bringing opportunities and disruptions
Eight medium-term thematic opportunities catching three seismic shifts.
- Date published
- 8 May 2024
- Tag
- Megatrends
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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained