Search
Search Results
-
To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
-
Global Investment Outlook
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 15 Dec 2022
- Tag
- Global Long-Term Unconstrained
-
A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
- Tag
- Global Long-Term Unconstrained
-
All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
-
60 seconds with Zehrid Osmani - September 2022
Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.
- Date published
- 21 Sep 2022
- Tag
- Global Long-Term Unconstrained
-
Cybersecurity - Defragmenting the market
Cybersecurity breaches have been steadily rising, and there is a risk, given increased geopolitical tensions, that incidences of state-sponsored cyber security breaches could also be on the rise.
- Date published
- 26 Jul 2022
- Tag
- Global Long-Term Unconstrained
-
Global Long-Term Unconstrained: Investment Outlook 2022 - update
Increased geopolitical tension is increasing the risk of an economic slowdown, however, in a world transitioning towards sustainability, exciting opportunities remain for long-term investors.
- Date published
- 2 May 2022
- Tag
- Global Long-Term Unconstrained
-
Martin Currie adds two additional analysts to the Global Long-Term Unconstrained Team
Martin Currie is pleased to announce the addition of two new investment analysts to the Global Long-Term Unconstrained team.
- Date published
- 4 Apr 2022
-
Anna Shevkunova
Anna joined Martin Currie in April 2022 and is an Investment Analyst in the Global Long-Term Unconstrained team, with responsibility for researching stocks in the Healthcare sector. Before joining Martin Currie, Anna worked at KPMG as an Assistant
- Date published
- 1 Apr 2022
-
Jackie Cui
Jackie is an Investment Analyst in the Global Long-Term Unconstrained team and joined in Martin Currie in March 2022. She has responsibility for researching stocks in the Technology, Media and Telecoms and Financials sectors. Before joining Martin
- Date published
- 1 Apr 2022
-
Russia/Ukraine conflict: Market Outlook
As the tragic crisis in Ukraine continues to unfold, we offer our viewpoint on the potential market impacts, both near and longer-term.
- Date published
- 18 Mar 2022
- Tag
- Global Long-Term Unconstrained
-
Investment roundtable - Russia/Ukraine conflict
As the Russia/Ukraine crisis intensifies, representatives from our investment teams share insights into the current situation, the impact on our portfolios and key risks for the future.
- Date published
- 4 Mar 2022
- Tag
- Global Long-Term Unconstrained