European institutional insights

Latest news and insights from our investment floor

 
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
View [Money Management ‘responsible investments’ manager of the year] Money management award 2017

Money Management ‘responsible investments’ manager of the year

Martin Currie was named ‘Responsible Investments Manager of the Year’ at the annual Money Management Awards ceremony held on 25 May in Sydney. The award recognises Martin Currie’s Australia Ethical Income strategy, a client-driven solution launched in late 2015.

News 30 May 2017
View [Is the us bubble about to burst?] Is the us bubble about to burst

Is the us bubble about to burst?

US markets look increasingly expensive, but there remain positive signs for investors elsewhere – notably emerging markets and Europe.

Active Viewpoint 29 May 2017
View [Tales from the Road - Russia] Tales from the road - Russia

Tales from the Road - Russia

Russian newsflow is dominated by geopolitics, painting a picture of heightened risk for investors. However, the economic reality often differs greatly from received wisdom. On a recent research trip to Moscow, Andrew Ness, Portfolio Manager, Global Emerging Markets found evidence of well-run companies that have weathered recent economic turbulence and, crucially for long-term investors, that display a growing willingness to engage on sustainability.

Active Viewpoint 25 May 2017
View [Brazil: what the latest political crisis means for investors] Brazil what the latest political crisis means for investors

Brazil: what the latest political crisis means for investors

Brazilian markets have been sent tumbling following the implication of President Michel Temer in a high-profile bribery investigation. Head of Global Emerging Markets Kim Catechis provides his analysis on what this means for global emerging market investors.

Active Viewpoint 25 May 2017
View [South Korea Election] South Korea election results

South Korea Election

Kim Catechis, Head of Global Emerging Markets gives his view on Moon Jae-in’s landslide victory, how it could lead to more transparency at a government and corporate level and presents positive news for investors.

Active Viewpoint 10 May 2017
View [Australian equities: focus on the fundamentals] Active Viewpoint  Australian equities: focus on the fundamentals

Australian equities: focus on the fundamentals

Experience tells us that the Australian reporting season in February and August is a very important time for investors because there is more fundamental information available in the market than usual. We can reassess our forward looking earnings estimates and update our assessments of value for each company in our investable universe.

Active Viewpoint 27 April 2017