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Global Emerging Markets Performance Review Q1 2024
We provide a performance review on Global Emerging Markets for the first quarter of 2024.
- Date published
- 5 Apr 2024
- Tag
- Global Emerging Markets
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Artificial Intelligence - Everyone's Talking About It
It is clear that AI is here to stay. If companies want to succeed, they need to adopt or enable.
- Date published
- 20 Feb 2024
- Tag
- Global Emerging Markets
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Quality Growth positioned to succeed over the long term
While we’ve experienced the largest rotation from growth to value in the past 25 years, we believe that investing in world class businesses positioned to take advantage of strong secular growth opportunities across emerging markets will be the
- Date published
- 8 Feb 2024
- Tag
- Global Emerging Markets
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2023 Performance Review and Outlook
2023 saw improving sentiment for emerging markets. But the outlook for 2024 is brighter with the positive alignment of all five points of fundamentals, valuations, positioning, politics and policy.
- Date published
- 26 Jan 2024
- Tag
- Global Emerging Markets
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Year of the Dragon Breathes Optimism For China
Portfolio Manager Colin Dishington visited China in December 2023 as part of his ongoing research for the Martin Currie Emerging Markets Strategy.
- Date published
- 25 Jan 2024
- Tag
- Global Emerging Markets
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Performance Review and Outlook Q4 2023
We provide a performance review and outlook on Global Emerging Markets for the fourth quarter of 2023.
- Date published
- 23 Jan 2024
- Tag
- Global Emerging Markets
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A Turning Point for Emerging Markets?
We expect positive momentum in 2024 in the broad market through derisking of policy and politics.
- Date published
- 17 Jan 2024
- Tag
- Global Emerging Markets
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Martin Currie Investment Outlook 2024
We present our investment teams outlook for 2024 across global markets and the impact space.
- Date published
- 12 Dec 2023
- Tag
- Cross-Strategy
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Emerging market growth has the quality to perform
While growth has returned to favour in the US, value continues to lead in emerging markets. We seek to understand why this is and highlight what we think the next phase will bring.
- Date published
- 11 Dec 2023
- Tag
- Global Emerging Markets
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Growth Is The Tortoise, Value Is The Hare
Despite the headwinds we currently face, emerging market growth is the place to be in the long term. Although it appears that growth is out of favour, we put this into historical context to show you that emerging market growth stocks are well placed
- Date published
- 27 Nov 2023
- Tag
- Global Emerging Markets
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Performance Review and Outlook
We provide a performance review and outlook on Global Emerging Markets for the third quarter of 2023.
- Date published
- 8 Nov 2023
- Tag
- Global Emerging Markets
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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets