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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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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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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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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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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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Australia Reporting Season 2018 news

Australian reporting season wrap: Rewriting the script for growth

After many years of the same old story – cost cutting and slow revenue growth story, February 2018’s reporting season has offered up some positive news for the Australian market and economy.

18 March 2019

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EthicalIncomeAbstract1

Three Reasons Why Ethical Income Doesn't Mean Compromising On Yield

Investors don’t want to choose between their values and income – and we believe they shouldn’t have to. Since we launched our Ethical Income Strategy three years ago, our track record has demonstrated that investors no longer need to compromise.

01 March 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.

02 April 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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Money Management Fund Manager of the Year Awards - ‘Global Emerging Markets Equities’ category for 2018

2018 Money Management ‘Global Emerging Market Equities’ manager of the year

Martin Currie was named ‘Global Emerging Markets Equities’ manager of the year at the annual Money Management Awards ceremony held on 11 May 2018 in Sydney. The award recognises Martin Currie’s well established high-conviction, approach to Global Emerging Markets investing.

04 February 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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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

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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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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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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