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Mel Bucher
Mel is a strong and passionate leader who believes that culture really matters to both clients and the teams he leads and works with. Mel has a rare and broad experience of asset management sales and client service, having performed a variety of
- Date published
- 2 Oct 2024
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Michael Millar
Michael is a portfolio manager in our Asia team and has deep equity investment research experience with a strong track record in establishing new teams, where he believes coaching a defined culture and leveraging diversity are key attributes for
- Date published
- 1 Oct 2024
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Stewardship Matters – Edition 13: Social Impact
This edition focuses on how equity markets can help tackle social challenges and the importance of this to investors.
- Date published
- 30 Sep 2024
- Tag
- stewardship_matters
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A recipe for success?
IT services meets India.
- Date published
- 19 Sep 2024
- Tag
- Global Emerging Markets
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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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Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Mapping the EM journey
In this series, we will put into context the recent difficult period and explore the key reasons why we believe one should continue allocating to EM equities.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
