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Search Results

  • Trump, tariffs and trade tensions

    The Trump administration’s liberation announcement on tariffs has created shockwaves across markets.

    Date published
    18 Apr 2025
    Tag
    Global Long-Term Unconstrained
  • Johnathan Regan

    Jonathan Regan, CFA

    Jonathan is a Portfolio Manager on our Global Long-Term Unconstrained team and is deputy manager of Franklin Global Trust. He is also co-head of Data Analytics within the team, alongside Sam Cottrell. Jonathan joined the Global Long-Term

    Date published
    16 Apr 2025
  • Zehrid Osmani

    Zehrid Osmani

    Zehrid is head of the Global Long-Term Unconstrained team and is manager of Franklin Global Trust.He joined Martin Currie in May 2018 from BlackRock, where he held a number of senior roles from January 2008. At BlackRock, he was a senior portfolio

    Date published
    16 Apr 2025
  • Panoramic view of Berlin cityscape during daytime, featuring historic and modern buildings, with the Fernsehturm Berlin (Berlin TV Tower) prominently in the center, clear sky with birds flying on the left, and the Spree River winding through the

    Global Long-Term Unconstrained portfolio update Q1 2025

    Our latest update on portfolio activity, key market events and outlook.

    Date published
    26 Mar 2025
    Tag
    Global Long-Term Unconstrained

  • Global Long-Term Unconstrained

    Alpha generation - Investing in the world’s strongest companies.

    Date published
    10 Jan 2025

  • 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

  • The Formidable Two

    A selective exposure towards the Magnificent Seven.

    Date published
    16 Jul 2024
    Tag
    Megatrends

  • Aminah Ahmad

    Aminah is an Investment Analyst on our Global Long-Term Unconstrained team and is responsible for researching stocks in the Consumer Staples and Consumer Discretionary sectors. Aminah joined Martin Currie in 2024 from BlackRock, where she spent the

    Date published
    10 Jul 2024
  • Anna Shevkunova

    Jackie Cui

    Jackie is an Investment Analyst in the Global Long-Term Unconstrained team and joined in Martin Currie in March 2022. She has responsibility for researching stocks in the Industrials, Materials, Autos, Energy, Utilities and Financials. Jackie also

    Date published
    1 Apr 2022
  • Anna Shevkunova

    Anna Shevkunova

    Anna joined Martin Currie in April 2022 and is an Investment Analyst in the Global Long-Term Unconstrained team, with responsibility for researching stocks in the Healthcare sector. Before joining Martin Currie, Anna worked at KPMG as an Assistant

    Date published
    1 Apr 2022
  • Yulia Hostede

    Yulia Hofstede

    Yulia is a Portfolio Manager on our Global Long-Term Unconstrained team and leads the Technology research pod within the team. Yulia has diverse sector experience across various cyclical sectors, which has kept her grounded through multiple economic

    Date published
    8 Mar 2021
  • Amanda Whitecross

    Amanda Whitecross

    Amanda is a senior portfolio manager on our Global Long-Term Unconstrained team. She has accountability for the team’s governance & sustainability process coordination and research responsibilities covering the Consumer Staples, Consumer

    Date published
    8 Mar 2021
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