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Latest Insights
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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained
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Global, US and European Outlook 2024
A challenging macroeconomic backdrop, but a supportive monetary policy outlook is rearing its head.
- Date published
- 20 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Martin Currie Investment Outlook 2024
We present our investment teams outlook for 2024 across global markets and the impact space.
- Date published
- 12 Dec 2023
- Tag
- Cross-Strategy
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A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
- Tag
- Global Long-Term Unconstrained
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Global Investment Outlook
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 15 Dec 2022
- Tag
- Global Long-Term Unconstrained
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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Q4 reporting season update
The Q4 result season is well underway and companies are delivering positive surprises across geographies.
- Date published
- 1 Mar 2022
- Tag
- Global Long-Term Unconstrained