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Latest Insights
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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
- Global Long-Term Unconstrained
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- European Long-Term Unconstrained
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French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
- Tag
- European Long-Term Unconstrained
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French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- European Long-Term Unconstrained
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2024 European elections - Radical right gaining ground
Increasing investor risk for the 2027 French election.
- Date published
- 5 Jun 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
- Global Long-Term Unconstrained
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
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Global, US and European Outlook 2024
A challenging macroeconomic backdrop, but a supportive monetary policy outlook is rearing its head.
- Date published
- 20 Dec 2023
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Martin Currie Investment Outlook 2024
We present our investment teams outlook for 2024 across global markets and the impact space.
- Date published
- 12 Dec 2023
- Tag
- Cross-Strategy
