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Latest Insights
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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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60 seconds with Zehrid Osmani
With an eventful start to 2022, Zehrid discusses monetary policy, inflation and rising bond yields.
- Date published
- 26 Jan 2022
- Tag
- Global Long-Term Unconstrained
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The best of both worlds - Why now for Emerging Markets
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
- Date published
- 18 Nov 2021
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Positive Momentum in Emerging Markets
Portfolio Manager, Colin Dishington reviews emerging markets in Q4 2020 and why he believes there are exciting investment opportunities in 2021.
- Date published
- 16 Feb 2021
- Tag
- Global Emerging Markets
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Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Global Long-Term Unconstrained
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China vs the Rest - Finance
The Financial sector is a natural beneficiary of globalisation and confidence in its outlook has been suffering as a result of the escalating rupture between the US and China.
- Date published
- 27 Jan 2021
- Tag
- Covid-19
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China vs the rest - Materials, Agriculture and Energy
Geopolitical struggles directly impact investment outcomes in commodities.
- Date published
- 15 Jan 2021
- Tag
- Covid-19
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China vs the Rest – Technology is a key battleground
The showdown between the US and China continues to dominate every facet of policymaking and technology is viewed by both sides as critical to the geopolitical struggle.
- Date published
- 16 Dec 2020
- Tag
- Covid-19
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China vs the Rest - Geopolitics
If the US and China cannot find a workable arrangement that supports the normal functioning of the international system, they will each line up their respective teams.
- Date published
- 1 Dec 2020
- Tag
- Covid-19
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US post-election comment: decision pending
With the US presidential election results still uncertain – and looking harder to call than pre-election polls indicated...
- Date published
- 4 Nov 2020
- Tag
- Global Long-Term Unconstrained
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Aftermath - The world after COVID-19
The Aftermath is Martin Currie’s ground-breaking study on the new realities that are occurring as a result of the pandemic. Covering a vast range of economic, societal and environmental outcomes, the research outlines the key themes and
- Date published
- 21 Oct 2020
- Tag
- Covid-19
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Australia’s ‘social distancing’ with China
The crisis has forced the Australian government to pick a side, but this has hurt Australia as a brand in China. What does taking the US side mean for Australian industry?
- Date published
- 5 Oct 2020
- Tag
- Covid-19