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Politics in Europe: Taking the temperature

Politics in Europe: Taking the temperature 2019

Michael Browne, Portfolio Manager European long/short takes a closer look at the region’s politics for the year ahead.

11 March 2019

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Korea Stewardship code

Martin Currie states commitment to the Korea Stewardship Code

Martin Currie becomes one of the first asset managers to commit to Korea’s Stewardship Code.

04 February 2019

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The value of ESG

The value of ESG

With environmental, social and governance (ESG) analysis fully embedded in our assessment of investee companies, we present the academic evidence on the value of corporate sustainability to businesses, investors and wider society.

04 February 2019

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Australian Reporting Season 2019

Australian reporting season wrap 2019

While company fundamentals are largely intact, this season, profit results have been clouded by the negative sentiment on politics, financial conditions and house prices. Increasing investment requirements have also reduced both company and consensus growth outlooks.

20 March 2019

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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.

04 February 2019

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Velocity of change India and China

Tales from the road: Velocity of change in India & China

In both India and China, the speed of change is evident at almost every step and the rapid pace shows no sign of letting up. In both countries the foundations for further expansion are falling into place in terms of physical infrastructure and in the virtual domain.

04 February 2019

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MCA Value Eye of the beholder

Value, in the eye of the beholder

The past few years have seen strong performance for momentum and growth strategies - but poor outcomes for some with a value bias. Is the value spread now, at last, widening? How you can capitalise depends on your perspective.

04 February 2019

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TFRLatAmAbstract1

Tales from the Road: Latin America

Latin America has a lot to offer investors. Emerging market portfolio managers Paul Desoisa and Colin Dishington travelled across Brazil and Peru to assess some of the potentially overlooked investment stories the region has to offer.

18 June 2019

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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.

11 February 2019

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5Gabstract

5G - The confluence of technology & geopolitics

The impact of 5G is going to be immense, but there is a very real prospect of two competing, non-interoperable networks. Kim Catechis explores who will be the winners and losers in this scenario.

25 June 2019

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ESG Outlook 2019

ESG Outlook 2019

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

04 February 2019

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FundManageroftheYear2019LONSECabstract

Real Income wins Money Management/Lonsec Retirement and Income Category Award for 2019

The Legg Mason Martin Currie Real Income Fund was named ‘Fund Manager of the Year’ – Retirement and Income – Winner – 2019 at the annual Money Management/Lonsec Awards ceremony held on 16 May in Sydney, Australia

05 June 2019

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Stewardship drop

Stewardship 2019 annual report

Martin Currie has once again strengthened the depth and commitment of its stewardship activities during the past year. Importantly we have continued to be an active voice within the industry advocating for change towards a more sustainable investment environment.

03 June 2019

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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.

04 February 2019

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Stewardship Report News

Stewardship Annual Report 2018

Stewardship is an integral part of our philosophy, and this manifests itself in our integration, engagement and voting activity. As such, we are delighted to introduce our 2018 Stewardship Annual Report, which highlights our approach, activity and outcomes in 2017.

04 February 2019

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Australia Diversified Income Allocating for global growth

Allocating for global growth

For investors in multi-asset strategies, failure to allocate assets appropriately in the current investment landscape can have a substantial impact on future returns for such portfolios. Reece Birtles explains how the Martin Currie Diversified Growth strategy is in a strong position to capture future returns based on the current global outlook.

12 November 2018

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TFRIndiaabstract1

Tales from the Road: India

Paul Sloane, emerging markets portfolio manager, reports back from Mumbai on why he is even more positive on the investment opportunities in Indian financials.

03 June 2019

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Accessing the power of value creation

Accessing the power of value creation

Value creation has been a topic of much discussion among investors for decades – yet, for some it is still considered a ‘niche’ concept.

04 February 2019

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Finding multi-decade corporate growth

Finding multi-decade corporate growth

The Global Long-Term Unconstrained strategy has a long-term investment horizon, identifying investment opportunities that can offer multi-decade returns.

14 June 2019

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Emerging Markets transforming global trade

How Emerging Markets are transforming global trade

Emerging markets (EM) are transforming global trade patterns. Against a backdrop of growing protectionist policy measures in many developed economies, EM countries are, by contrast, actively cultivating and developing their trade partnerships.

04 February 2019