Long-term insights and latest news

View [Our Global Long-Term Unconstrained ESG integration] GLTUESGIntegrationAbstract

Our Global Long-Term Unconstrained ESG integration

In the paper, Zed explains how ESG is integrated throughout the investment process. From determining which stocks progress to in-depth fundamental research, the usage of their proprietary ESG risk scoring system and finally how analysis of ESG exposures helps determines the overall portfolio shape.

20 January 2020
View [Long-Term Mega Trends] Long-Term Mega Trends

Long-Term Mega Trends

We have identified three Mega Trends - Demographic Change, Future of Technology and Resource Scarcity - that are going to be driving market dynamics in various segments on a multi-decades time frame.

24 October 2019
View [Reporting from China investor events] Colin Dishington at China investor events

Reporting from China investor events

Colin Dishington reports back from the investor events for internet giant Alibaba and financial technology firm Ant Financial.

11 October 2019
View [Stewardship 2019 annual report] Stewardship drop

Stewardship 2019 annual report

Martin Currie has once again strengthened the depth and commitment of its stewardship activities during the past year. Importantly we have continued to be an active voice within the industry advocating for change towards a more sustainable investment environment.

1 April 2019
View [The Outlook for 2019] 2019 Outlooks

The Outlook for 2019

Our portfolio managers look at what 2019 has in store for investors, the Good, the Bad and the Surprising.

29 January 2019
View [Enabling the connected world] ENABLING THE CONNECTED WORLD

Enabling the connected world

Smart technologies are connecting and transforming the world at a truly exponential pace and Emerging Markets have been at the centre of this digital revolution.

5 October 2018