Global Equity Income Insights

 
View [Year of questioning growth] Incomeabstract1

Year of questioning growth

Global macroeconomic data has deteriorated in recent months. The question for investors now is are we entering an economic recession? Or is this just a blip in activity.

21 March 2019
View [Green utilities under the radar] GreenEnergyAbstractnew

Green utilities under the radar

With demand for cleaner energy in the future, companies in the utilities sector have a huge part to play in the shift to greener power over the next few decades.

25 February 2019
View [End of Goldilocks period for US banks?] Europe's Goldilocks period

End of Goldilocks period for US banks?

The US banks have been an excellent place for income investors to be over the last three years but what has become clear in recent months is this is probably as good as it gets.

14 January 2019
View [Global Equity Income outlook 2019] Global Equity Income Outlook 2019

Global Equity Income outlook 2019

Head of Income Mark Whitehead and Portfolio Manager Laurie Lochtie discuss what will be the significant themes for income investors in 2019.

Video 5 December 2018
View [Driving is changing before our eyes] Electric cars

Driving is changing before our eyes

The way we drive is changing forever, due to major technological advances and a push towards greener forms of transport (particularly considering the latest dire warnings on climate change).

24 October 2018
View [Martin Currie achieves top ESG rating for second year in a row] PRI A+ award 2018

Martin Currie achieves top ESG rating for second year in a row

The Principles for Responsible Investment (PRI) assess responsible investment activities across the industry each year. Their review of 2017 has been published and Martin Currie has achieved A+ ratings for its responsible investment activities.

Press release 26 July 2018
View [Video: Global Equity Income Investment Update March 2018] Global Equity Income Monthly update - March 2018

Video: Global Equity Income Investment Update March 2018

Mark Whitehead looks at the long-anticipated burst of volatility that led to February’s market sell off, but sees no reason to believe recent volatility is a sign of a move towards recession.

Video 21 March 2018
View [Global Equity Income 2018 Outlook] GEI Outlook 2018

Global Equity Income 2018 Outlook

As markets shrugged off geopolitical tensions and continued to rise, Mark Whitehead reflects on what 2017 meant for income investors and what lies ahead in 2018.

Active Viewpoint 11 January 2018