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Latest Insights
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Performance Review and Outlook Q4 2023
We provide a performance review and outlook on Global Emerging Markets for the fourth quarter of 2023.
- Date published
- 23 Jan 2024
- Tag
- Global Emerging Markets
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A Turning Point for Emerging Markets?
We expect positive momentum in 2024 in the broad market through derisking of policy and politics.
- Date published
- 17 Jan 2024
- Tag
- Global Emerging Markets
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Australian Outlook 2024
Is 2024 the year for a hard, soft or no landing?
- Date published
- 15 Jan 2024
- Tag
- Cross-Strategy Australia
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The Outlook for Listed Real Assets
After a difficult few years for the sector, the building blocks are in place for listed Real Assets opportunities in 2024.
- Date published
- 9 Jan 2024
- Tag
- Australia Real Income
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Impact Report 2023
The inaugural Impact Report for the Improving Society Strategy - through an culmination of an enormous amount of careful work to create a robust measurement and reporting process.
- Date published
- 21 Dec 2023
- Tag
- Improving Society Strategy
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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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If "Bonds are back”, so too are listed Real Assets
With listed Real Asset share prices and yields reflecting higher interest rates, it’s now time to turn attention towards listed Real Assets for their appealing income and favourable growth traits.
- Date published
- 13 Dec 2023
- Tag
- Australia Real Income
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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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Impact Investing is now
As investors ask themselves some fundamental questions, Lauran Halpin, Head of Impact Equities, looks at the increasing popularity of sustainable investment.
- Date published
- 12 Dec 2023
- Tag
- Improving Society Strategy
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Emerging market growth has the quality to perform
While growth has returned to favour in the US, value continues to lead in emerging markets. We seek to understand why this is and highlight what we think the next phase will bring.
- Date published
- 11 Dec 2023
- Tag
- Global Emerging Markets
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Does a strong culture equate to a strong investment?
We discuss how we seek out companies with the best possible corporate governance and management.
- Date published
- 6 Dec 2023
- Tag
- Cross-Strategy Australia
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Improving Society - 12 Days of Impact
Our '12 Days of Impact' calendar, seeks to shed light on some of the social issues affecting millions worldwide and highlight what companies around the globe are doing to combat them.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy