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Latest Insights
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Could Rachel Reeves be a ‘lucky general’?
Will fortune favour the Chancellor – and investors in the UK?
- Date published
- 4 Feb 2025
- Tag
- Cross-Strategy
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Martin Currie Investment Outlook 2025
We present our investment teams outlook for 2025 across emerging and developed markets.
- Date published
- 12 Dec 2024
- Tag
- Markets
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Definitely, Maybe - 2025 Global Outlook
Is confidence on the up as we enter 2025?
- Date published
- 11 Dec 2024
- Tag
- Cross-Strategy
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Global Long-Term Unconstrained - 2025 Outlook
Five graphics on inflation, monetary policies, growth, earnings and valuation for investors to consider as we look into 2025.
- Date published
- 10 Dec 2024
- Tag
- Global Long-Term Unconstrained
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Polls apart? What will the US election mean for global markets?
An election that’s too close to call, then – but what impact will it have on the world’s financial markets?
- Date published
- 29 Oct 2024
- Tag
- Geopolitics
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Opportunities in UK Equities
Martin Currie’s UK equities team joins Citywire’s Amy Maxwell in the studio to share their insights on the exciting opportunities on offer in the UK market.
- Date published
- 22 Oct 2024
- Tag
- UK Equities
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Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
