Global Emerging Markets Driven by fundamental research, we build high-conviction, stock-focused emerging markets portfolios that seek to exploit market inefficiencies and maximise risk-adjusted returns for investors. STRATEGY INTRODUCTION Emerging markets offers a diverse opportunity set and superior growth prospects driven by the long-term, powerful drivers of a young and growing population, rising urbanisation, and a growing middle class. As long-term investors, we use bottom-up, fundamental research to identify high quality companies with robust balance sheets and sustainable growth potential. Our process for identifying the very best investment opportunities in emerging markets is underpinned by our long-term investment philosophy and belief that companies exhibiting these characteristics are frequently undervalued by the market. ESG factors are embedded in the investment process and engagement is viewed as an essential element of our analysis. Top-down factors are considered a source of risk, as such, a member of the team is dedicated to macro and political research. Investors can expect relative performance to be delivered on the strength of individual investments and not a particular market outcome. View [About GEMs strategy] About Global Emerging Markets Martin Currie has the right people, resources, philosophy and process to harness the vast emerging markets opportunity set. Read more View [] Investment Team Martin Currie has one of the most experienced and deeply resourced global emerging markets teams in the industry. Read more View [GEMs key facts] Key facts Driven by fundamental research, we aim to build high-conviction, stock-focused emerging markets portfolios that seek to exploit market inefficiencies and maximise risk-adjusted returns for investors. Read more Latest Articles View all GEMs articles View [Political unrest, battery technology, disruption in banking and ESG analysis...] Political unrest, battery technology, disruption in banking and ESG analysis... View [Global Emerging Markets Outlook 2020] Global Emerging Markets Outlook 2020 View [Foldable screens show why Samsung lead the innovation race] Foldable screens show why Samsung lead the innovation race View [Global Emerging Markets half-year Outlook 2019] Global Emerging Markets half-year Outlook 2019 View [Martin Currie achieves top ESG rating for third year in a row] Martin Currie achieves top ESG rating for third year in a row View [Premiumisation in Emerging Markets – a rapid growth story] Premiumisation in Emerging Markets – a rapid growth story Contacts View All European Contacts Mel Bucher Co-Head of Global Distribution T+44 (0) 131 479 4748 M+44 (0) 758 414 7720 Embucher@martincurrie.com
View [Political unrest, battery technology, disruption in banking and ESG analysis...] Political unrest, battery technology, disruption in banking and ESG analysis...
View [Foldable screens show why Samsung lead the innovation race] Foldable screens show why Samsung lead the innovation race
View [Martin Currie achieves top ESG rating for third year in a row] Martin Currie achieves top ESG rating for third year in a row
View [Premiumisation in Emerging Markets – a rapid growth story] Premiumisation in Emerging Markets – a rapid growth story