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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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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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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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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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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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Julian Ide - Head of Distribution and Strategy, Martin Currie

Martin Currie appoints Julian Ide as Head of Distribution and Strategy

Julian joins Martin Currie’s six strong Executive team based in Edinburgh, and will work collaboratively with them to drive the company’s distribution ambitions.

04 February 2019

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Four ESG Themes right now

Four ESG themes investors should be aware of right now

We’re often asked about the most important ESG themes that investors should consider. As bottom-up, active managers, we unsurprisingly tend to focus on those issues that are most material for each investment case. That said, there are several overarching ESG topics that we believe are increasingly important for investors to be aware of right now.

04 February 2019

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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.

05 February 2019

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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.

01 February 2019

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IMPACT OF WATER SCARCITY

Understanding the impact of water scarcity

Water stress is one of the most serious, yet underappreciated, challenges the world faces, with direct impacts for businesses – and therefore investors.

04 February 2019

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The positive impact of ESG

The positive impact of ESG integration

In our view, the key aspects of stewardship should help to protect and grow our clients' capital, while also contributing to a healthier and more sustainable economic and financial system.

04 February 2019

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ACCESSING THE˜TRUE VALUE OF ESG

Putting theory into practice

Analysis of ESG cannot be done by half measures. To gain a full understanding of how sustainability factors can impact a company’s future returns, they must be embedded throughout the entire investment process – from idea generation and stock research, to financial modelling and portfolio construction.

04 February 2019

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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.

15 February 2019

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Paul Sloane

Experienced global stock picker rejoins Martin Currie

Paul Sloane, a highly-experienced Global Portfolio Manager with over 19 years’ investment experience will re-join the business within its well-established and successful Global Emerging Markets team as portfolio manager.

04 February 2019

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NetEase-Tencent

Back in the Game

China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth.

26 February 2019