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Investing to Improve Lives: Going Beyond High-Conviction Equities.
High-conviction, stock focused emerging market portfolios.
Alpha generation - Investing in the world’s strongest companies.
Alpha generation - Investing in Europe’s strongest companies.
Delivering real income and capital growth over the long-term.
Identifying and investing in high-quality, sustainable business models to generate positive long-term outcomes for our clients.
Aims to achieve long-term returns in excess of the total return from the MSCI All Companies World index.
Insights related to Emerging markets
Insights related to our Long-Term Unconstrained strategies
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends.
Our quarterly Stewardship & ESG magazine
Insights focusing on Sustainability issues
Insights covering market activity
Insights related to the Corona virus outbreak
Insights covering disruption & innovation around the globe
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Long-term insights, headline news and our take on the latest investment themes.
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
India is home to vibrant, entrepreneurial companies which are leaders in their respective segments and positioned to benefit from the key driving forces in the market.
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
Portfolio Manager, Colin Dishington reviews emerging markets in Q4 2020 and why he believes there are exciting investment opportunities in 2021.