Search Results
















View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
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

View [Link Title]
PRI A+ award 2018

Martin Currie achieves top ESG rating for second year in a row

The Principles for Responsible Investment (PRI) assess responsible investment activities across the industry each year. Their review of 2017 has been published and Martin Currie has achieved A+ ratings for its responsible investment activities.

25 March 2019

View [Link Title]
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

View [Link Title]
PRI Conference 2018 news

PRI in Person Conference 2018 Wrap Up

This year’s PRI-in-Person conference, which took place in San Francisco last week, was the largest PRI conference to date, with 1200 attendees representing asset owners, asset managers, consultants, service providers and NGOs.

04 February 2019