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Latest Insights
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Update on US Tariffs
Protectionist policies from the new US administration could lead to the risk of elevated inflation, higher interest rates, and a stronger US dollar.
- Date published
- 13 Feb 2025
- Tag
- Global Emerging Markets
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How Trump's tariffs influence key investor risks
US President Donald Trump has decided to go ahead with implementing the first round of tariffs on trading partners, with a 25% tariff on Canada and Mexico, and 10% on China.
- Date published
- 6 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Could Rachel Reeves be a ‘lucky general’?
Will fortune favour the Chancellor – and investors in the UK?
- Date published
- 4 Feb 2025
- Tag
- Cross-Strategy
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Global Emerging Markets Performance Review Q4 2024
We provide a performance review on Global Emerging Markets for the fourth quarter of 2024.
- Date published
- 20 Jan 2025
- Tag
- Global Emerging Markets
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Impact Report 2024
Our 2024 report demonstrates for the first time the social impact our portfolio’s companies have delivered towards their Key Performance Indicators.
- Date published
- 17 Dec 2024
- Tag
- Improving Society Strategy
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Global Emerging Markets - 2025 Outlook
What lies ahead for Emerging Markets
- Date published
- 12 Dec 2024
- Tag
- Global Emerging Markets
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Martin Currie Investment Outlook 2025
We present our investment teams outlook for 2025 across emerging and developed markets.
- Date published
- 12 Dec 2024
- Tag
- Markets
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Definitely, Maybe - 2025 Global Outlook
Is confidence on the up as we enter 2025?
- Date published
- 11 Dec 2024
- Tag
- Cross-Strategy
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UK Equities - 2025 Outlook
What’s on the horizon for UK Equities?
- Date published
- 10 Dec 2024
- Tag
- UK Equities
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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