Asian institutional insights

Long-term insights and latest news

View [Three Reasons Why Ethical Income Doesn't Mean Compromising On Yield] EthicalIncomeAbstract1

Three Reasons Why Ethical Income Doesn't Mean Compromising On Yield

Investors don’t want to choose between their values and income – and we believe they shouldn’t have to. Since we launched our Ethical Income Strategy three years ago, our track record has demonstrated that investors no longer need to compromise.

Active Viewpoint 28 February 2019
View [Reaching a sweet spot for Asian markets] Reaching a sweet spot for Asian markets

Reaching a sweet spot for Asian markets

Several factors are making Asian stocks increasingly compelling right now. These indicate we are potentially nearing a sweet spot in terms of company earnings outlooks, macro improvements and current valuations.

Active Viewpoint 5 February 2019
View [European long/short outlook] European Long/Short outlook

European long/short outlook

Michael Browne and Steve Frost look back on what was a turbulent year for European equities and give their outlook for 2019.

Active Viewpoint 30 January 2019
View [The Outlook for 2019] 2019 Outlooks

The Outlook for 2019

Our portfolio managers look at what 2019 has in store for investors, the Good, the Bad and the Surprising.

Video 29 January 2019
View [How China's Greater Bay Area is 'Greater' for Real Assets] Greater Bay Area

How China's Greater Bay Area is 'Greater' for Real Assets

China’s Greater Bay Area (GBA) has seen phenomenal growth over the last 40 years. Now boasting two of the country’s largest megacities, it is a fantastic example of urbanisation and population growth in Asia – and provides some excellent opportunities for listed real asset companies.

Tales from the Road 28 January 2019
View [ESG Outlook 2019] ESG Outlook 2019

ESG Outlook 2019

Head of ESG and Stewardship David Sheasby outlines the key sustainability issues for investors in 2019.

Video 5 December 2018
View [Six ways to assess if a board is competent and on our side] Six ways to assess if a board is competent and on our side

Six ways to assess if a board is competent and on our side

While governance quality is a hot topic of late, we see it is one of the longest-term dynamics between markets, management and a company’s fortunes. It is critical to a stock’s performance in the long term.

Active Viewpoint 29 November 2018
View [New Zealand: Tapping into population-driven growth] New Zealand: Tapping into population-driven growth

New Zealand: Tapping into population-driven growth

Walking around central Auckland, change is evident everywhere. Despite my trip being mid-week, the streets were bustling with construction, and the restaurants full. The city is transforming from a distant regional centre into a cosmopolitan city on the world stage.

Active Viewpoint 14 November 2018
View [Webinar: Emerging Markets, why they're worth it] GEMS webinar

Webinar: Emerging Markets, why they're worth it

Join Kim for a stimulating update on the drivers for EM and an insight on opportunities the Martin Currie EM team are focusing their efforts on to maximise performance prospects for clients.

Webinar 19 October 2018
View [What next for Australian banks?] What next fro Australian banks?

What next for Australian banks?

The collision of digital disruption and post-Royal Commission risk aversion could change the shape of the banking industry in Australia

Active Viewpoint 10 October 2018