Insights

Long-term insights and latest news

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 [The positive impact of ESG integration] The positive impact of ESG

The positive impact of ESG integration

In our view, the key aspects of stewardship should help to protect and grow our clients' capital, while also contributing to a healthier and more sustainable economic and financial system.

25 September 2018
View [PRI in Person Conference 2018 Wrap Up] PRI Conference 2018 news

PRI in Person Conference 2018 Wrap Up

This year’s PRI-in-Person conference, which took place in San Francisco last week, was the largest PRI conference to date, with 1200 attendees representing asset owners, asset managers, consultants, service providers and NGOs.

19 September 2018
View [Understanding the impact of water scarcity ] IMPACT OF WATER SCARCITY

Understanding the impact of water scarcity

Water stress is one of the most serious, yet underappreciated, challenges the world faces, with direct impacts for businesses – and therefore investors.

10 September 2018
View [Putting theory into practice] ACCESSING THE˜TRUE VALUE OF ESG

Putting theory into practice

Analysis of ESG cannot be done by half measures. To gain a full understanding of how sustainability factors can impact a company’s future returns, they must be embedded throughout the entire investment process – from idea generation and stock research, to financial modelling and portfolio construction.

7 September 2018
View [The value of ESG] The value of ESG

The value of ESG

With environmental, social and governance (ESG) analysis fully embedded in our assessment of investee companies, we present the academic evidence on the value of corporate sustainability to businesses, investors and wider society.

31 July 2018
View [Four ESG themes investors should be aware of right now] Four ESG Themes right now

Four ESG themes investors should be aware of right now

We’re often asked about the most important ESG themes that investors should consider. As bottom-up, active managers, we unsurprisingly tend to focus on those issues that are most material for each investment case. That said, there are several overarching ESG topics that we believe are increasingly important for investors to be aware of right now.

14 June 2018
View [Stewardship Annual Report 2018] Stewardship Report News

Stewardship Annual Report 2018

Stewardship is an integral part of our philosophy, and this manifests itself in our integration, engagement and voting activity. As such, we are delighted to introduce our 2018 Stewardship Annual Report, which highlights our approach, activity and outcomes in 2017.

10 April 2018