European institutional insights

Latest news and insights from our investment floor

 
View [Tales from the road: India - Laying the foundations for growth] India laying foundations for growth

Tales from the road: India - Laying the foundations for growth

India is on the fast track economically and socially, driven in no small measure by a reform-minded government keen to accelerate development. Technology and housing are two areas where the growth outlook is particularly exciting for long-term investors, thanks to strong secular drivers.

Active Viewpoint 11 December 2017
View [Investment Research Costs - MiFID II] About Martin Currie

Investment Research Costs - MiFID II

As you may know, UK and European based asset managers have been reviewing how they source and pay for investment research. This has been driven by the implementation of MiFID II early next year.

News 10 December 2017
View [Video: Global Equity Income Investment Update December 2017] Income investment video update Dec 2017

Video: Global Equity Income Investment Update December 2017

In this update, Mark Whitehead, Head of Income, highlights the importance of assessing the sustainability of a company’s distributions to shareholders, following a halving of the dividend by a major US industrial conglomerate.

Video 5 December 2017
View [Video: Global Equity Income Investment Update November 2017] Global Equity Income investment update Nov 2017

Video: Global Equity Income Investment Update November 2017

Strong brands standing up to the rapidly changing retail environment and positive momentum in industrials. Global Equity Income portfolio manager Alan Porter talks about some of the investment themes which are currently catching his eye.

Video 7 November 2017
View [Global Emerging Markets - Through the ESG Lens] GEMs through the ESG lens news

Global Emerging Markets - Through the ESG Lens

Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.

Active Viewpoint 5 October 2017
View [Martin Currie sponsors PRI in person conference] David Sheasby

Martin Currie sponsors PRI in person conference

Martin Currie sponsored and played an active role at this year’s PRI In Person event in Berlin, 25 – 27 September, which offered a platform for PRI (Principles for Responsible Investment) signatories and other investment professionals to learn, network and collaborate.

News 4 October 2017
View [Martin Currie helps shape the future of finance] Future Asset Conference 2017

Martin Currie helps shape the future of finance

Martin Currie was proud to sponsor the FUTURE AS5ET conference held in Edinburgh on 22 September. A one day conference for secondary school fifth year girls from across Scotland, aiming to underline the fact that gender should never be seen as a barrier to progressing in whatever career they choose, especially the finance industry.

News 25 September 2017
View [Tales from the road: Korea and Taiwan] Global emerging markets investment report News

Tales from the road: Korea and Taiwan

The reasons behind the phenomenal economic successes of South Korea and Taiwan are many. But on my recent trip to both countries, I was able to see first-hand how a specific combination of culture and product is being harnessed to generate compelling future growth stories. It was also an ideal opportunity to explore in greater detail some of the ESG topics we have actively been engaging with companies on.

Active Viewpoint 19 September 2017
View [Martin Currie achieves highest possible ESG rating from the PRI] PRI A plus thumbnail

Martin Currie achieves highest possible ESG rating from the PRI

Effective stewardship of our clients’ capital is at the heart of our investment proposition. As such, we would like to share the results of the Principles for Responsible Investment’s (PRI) latest assessment of our stewardship activity.

News 20 July 2017
View [Staying ahead of the cyber threat] Staying ahead of the cyber threat

Staying ahead of the cyber threat

What implications are there from WannaCry and wider cybersecurity issues on the way we assess companies?

Active Viewpoint 12 June 2017