European Long/Short Insights

View [European Long/Short: Macro and market update] EuroLongShortAbstract

European Long/Short: Macro and market update

Assessing the macro environment allows us to optimally position our portfolio. We do this quantitatively using our Macro Matrix, and qualitatively via our Market Traffic Lights.

16 October 2019
View [European long/short outlook] European Long/Short outlook

European long/short outlook

Michael Browne and Steve Frost look back on what was a turbulent year for European equities and give their outlook for 2019.

Active Viewpoint 30 January 2019
View [European Long/Short Outlook 2019] European Long/Short outlook 2019

European Long/Short Outlook 2019

Portfolio Managers Michael Browne and Steve Frost discuss what investors can expect for European markets in the year ahead.

Video 5 December 2018
View [Martin Currie achieves top ESG rating for second year in a row] PRI A+ award 2018

Martin Currie achieves top ESG rating for second year in a row

The Principles for Responsible Investment (PRI) assess responsible investment activities across the industry each year. Their review of 2017 has been published and Martin Currie has achieved A+ ratings for its responsible investment activities.

Press release 26 July 2018
View [European Long/Short 2018 Outlook] EUROPEAN LONG/SHORT OUTLOOK 2018

European Long/Short 2018 Outlook

Europe’s economy was in recovery mode in 2017, while companies demonstrated clear earnings growth. Michael Browne and Steve Frost set out where the drivers and opportunities will lie in the year ahead.

Active Viewpoint 11 January 2018