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Latest Insights
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Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Global Long-Term Unconstrained
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Stewardship Matters - Edition 2
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends. EDITION 2 focusses on the United Nation’s Sustainable Development Goals.
- Date published
- 20 Jan 2021
- Tag
- Stewardship & ESG
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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ESG – our expertise
The in-depth analysis and process that underpins our world-class Environmental, Social and Governance (ESG) credentials.
- Date published
- 2 Nov 2020
- Tag
- European Long-Term Unconstrained
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Quarterly update: New healthcare stock and US election preview
The latest update from Zehrid Osmani discusses recent transactions, analyses the forthcoming US presidential election and provides a snapshot of his thoughts on the opportunities in global markets during the pandemic.
- Date published
- 15 Oct 2020
- Tag
- Global Long-Term Unconstrained
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US election 2020 – the view of the long-term investor
Infrastructure, healthcare, Big Tech and China. Discussing two potential futures for the economy under Biden and Trump.
- Date published
- 15 Oct 2020
- Tag
- North America
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2020 Post Results Season - Review and Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained outlines his key predictions for the remainder of 2020 in the wake of the pandemic crisis.
- Date published
- 24 Sep 2020
- Tag
- Global
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EU Green Deal leads the way
EU policymakers appear to remain committed to a green stimulus, but will COVID-19 and the massive stimulus packages deployed to deal with it have a direct and adverse impact on the timing of the execution of the Green Deal?
- Date published
- 24 Aug 2020
- Tag
- Aftermath: Post Covid-19
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Podcast: Portfolio resilience despite volatile markets
Head of Global Long-Term Unconstrained, Zehrid Osmani, on the key factors that have underpinned returns and exciting structural opportunities.
- Date published
- 20 Aug 2020
- Tag
- Global Long-Term Unconstrained
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Our Global Long-Term Unconstrained ESG Integration
In the paper, Zed explains how ESG is integrated throughout the investment process. From determining which stocks progress to in-depth fundamental research, the usage of their proprietary ESG risk scoring system and finally how analysis of ESG
- Date published
- 20 Aug 2020
- Tag
- Global Long-Term Unconstrained
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Stewardship Matters - Edition 1
Introducing our new update on the Stewardship and ESG activities that we are undertaking on clients’ behalf.
- Date published
- 18 Aug 2020
- Tag
- Stewardship & ESG
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Supply chain disruption during the COVID-19 pandemic
Our proprietary supply chain risk analysis provides an early warning during periods of supply chain disruption so we can rapidly target our fundamental research.
- Date published
- 13 Aug 2020
- Tag
- Covid-19