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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
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Global, US and European Outlook 2024
A challenging macroeconomic backdrop, but a supportive monetary policy outlook is rearing its head.
- Date published
- 20 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Seismic changes from Artificial Intelligence
A quality growth opportunity.
- Date published
- 19 Dec 2023
- Tag
- Global Long-Term Unconstrained
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An early Christmas present from the UK's housebuilders
With the sector very well capitalised, and many of the constituents boasting large and attractive land banks, we believe that it is time to build a case for the housebuilders.
- Date published
- 18 Dec 2023
- Tag
- UK Equities
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Impact Investing is now
As investors ask themselves some fundamental questions, Lauran Halpin, Head of Impact Equities, looks at the increasing popularity of sustainable investment.
- Date published
- 12 Dec 2023
- Tag
- Improving Society Strategy
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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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Valuation discipline is critical
The importance of anticipating normalising interest rates (or why some valuation gurus take the wrong approach).
- Date published
- 6 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Improving Society - 12 Days of Impact
Our '12 Days of Impact' calendar, seeks to shed light on some of the social issues affecting millions worldwide and highlight what companies around the globe are doing to combat them.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy
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Introducing the Improving Society Strategy
Martin Currie’s socially focused impact strategy aims to positively address the problem of human inequity while delivering long-term capital growth.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy
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Stewardship Matters – Edition 11: The Importance Of Culture
In Stewardship Matters 11 we explore why the culture of a company is inherently important and how it can inform the way in which we engage with corporate management and impact on the way in which we do business.
- Date published
- 30 Nov 2023
- Tag
- Stewardship Matters
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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