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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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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Stewardship Matters – Edition 12: The path to Net Zero
This edition focuses on the path to net zero and provides an update on the progress being made by our investment teams and the outcome of our Australian conference on sustainability, on our Pathway to 2030.
- Date published
- 18 Mar 2024
- Tag
- Stewardship Matters
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained
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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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Impact Report 2023
The inaugural Impact Report for the Improving Society Strategy - through an culmination of an enormous amount of careful work to create a robust measurement and reporting process.
- Date published
- 21 Dec 2023
- Tag
- Improving Society Strategy