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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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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
- Technology
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Portfolio insight - EPAM research case study
IT services firm EPAM has been held in the Global Emerging Market portfolio since 2015. In this article we provide a snapshot of our research on the company including our fundamental assessment, ESG assessment and outlook.
- Date published
- 30 Sep 2021
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Long-Term Unconstrained Inside stories
The inside story on the leading companies in our global portfolio and why they offer sustainable, long-term growth potential.
- Date published
- 30 Jun 2021
- Tag
- Global Long-Term Unconstrained
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Financial inclusion is driving investment opportunity in emerging markets
Increasing financial inclusion across emerging markets (EM) is creating opportunities for both financial returns as well as enabling positive social change.
- Date published
- 12 May 2021
- Tag
- Global Emerging Markets
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Medium-Term Opportunities in Financial Technology and Financials
Acceleration in migration towards online channels, seismic disruptions and nascent trends emerging.
- Date published
- 20 Apr 2021
- Tag
- Global Long-Term Unconstrained
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Medium-Term opportunities in Technology
Deeper integration into every sector of the economy and likely acceleration of existing trends.
- Date published
- 6 Apr 2021
- Tag
- Technology
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Key themes driving emerging markets
Semiconductors and Electric Vehicles - just two of the secular growth trends that excite Martin Currie.
- Date published
- 6 Apr 2021
- Tag
- Global Emerging Markets
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Infrastructure - the time is now
With infrastructure spend set to increase globally, this paper is a comprehensive overview of current and future infrastructure outcomes.
- Date published
- 27 Oct 2020
- Tag
- Infrastructure
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Technology on the Horizon
What has the COVID-19 experience done to long term growth in the technology sector? Has it impacted 5G’s position as THE key enabling technology for the future?
- Date published
- 4 Aug 2020
- Tag
- Covid-19