European institutional insights

Long-term insights and latest news

View [We think differently about how to deliver income] ActiveViewPoint2Abstract

We think differently about how to deliver income

Our innovative process puts client income needs first and foremost by investing in the right kind of listed Asia Pacific ex Japan Real Assets.

Active Viewpoint 12 August 2019
View [Why now is the right time for value] AusValueAbstract

Why now is the right time for value

What do Value spreads tell us about what lies ahead for the Value style, and Value managers like Martin Currie Australia?

7 August 2019
View [Tales from the Road: Latin America] 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 [5G - The confluence of technology & geopolitics] 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.

18 June 2019
View [Finding multi-decade corporate growth] 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 [Tales from the Road: India] 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.

Tales from the Road 3 June 2019
View [Stewardship 2019 annual report] 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.

1 April 2019
View [Australian reporting season wrap 2019] 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.

Active Viewpoint 19 March 2019