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Podcast - Quarterly update - October 2020
Paul Sloane, Portfolio Manager, reviews emerging markets in Q3 2020 and introduces a new addition to the portfolio.
- Date published
- 29 Oct 2020
- Tag
- Emerging Markets
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ESG evolution: Integral part of Emerging Markets
Why is ESG so important in Global Emerging Markets? What are the unique challenges it presents and how it has evolved over time?
- Date published
- 23 Aug 2020
- Tag
- Stewardship & ESG
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Podcast: Emerging markets recovery during Q2
Andrew Mathewson, Portfolio Manager, discusses the recovery of emerging markets during Q2 and our GEMs team’s continued focus on sustainable growth.
- Date published
- 20 Aug 2020
- Tag
- Global Emerging Markets
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Technology on the Horizon
What has the COVID-19 experience done to long term growth in the technology sector? Has it impacted 5G’s position as THE key enabling technology for the future?
- Date published
- 4 Aug 2020
- Tag
- Aftermath: Post Covid-19
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Bricks vs emerging clicks
Developed and emerging market consumers had been moving away from physical retail pre-crisis. Does the hastened trend towards online shopping spell the death of traditional shopping and restaurants?
- Date published
- 30 Jun 2020
- Tag
- Aftermath: Post Covid-19
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Podcast: Myth-busting China’s economy
Paul Desoisa busts a few myths on the Chinese economy and answers key questions on exports, government ownership and ESG.
- Date published
- 28 May 2020
- Tag
- Emerging Markets
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Podcast: Companies capturing growth in emerging markets
Divya Mathur reveals how economic activity is resuming after the COVID-19 outbreak and provides real-life examples of companies that are benefiting from the long-term growth opportunities.
- Date published
- 14 May 2020
- Tag
- Emerging Markets
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Podcast: Emerging markets – our ESG advantage
Colin Dishington explains why ESG factors are crucial to investing in emerging markets, how Martin Currie has achieved its industry-leading position, and the ways our approach continues to evolve.
- Date published
- 28 Apr 2020
- Tag
- Emerging Markets
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Stewardship Annual Report 2020
We can help create long-term sustainable value for our clients by using one of our most powerful tools – engagement.
- Date published
- 26 Apr 2020
- Tag
- Stewardship & ESG
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Podcast: Emerging markets rebound and our composed approach
Alastair Reynolds, Portfolio Manager, discusses the emerging market rebound, and how our GEMs team’s collaborative approach is a key to remaining composed in current markets.
- Date published
- 14 Apr 2020
- Tag
- Emerging Markets
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Podcast: Managing emerging market volatility
Portfolio Manager, Paul Sloane, explains what’s been happening in emerging markets and how having a balanced portfolio acts as a major noise reduction tool.
- Date published
- 3 Apr 2020
- Tag
- Emerging Markets
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Global Emerging Markets - Through the ESG lens
Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.
- Date published
- 1 Apr 2020
- Tag
- Emerging Markets