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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
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Mark Elliott
Mark Elliott joined Martin Currie in 2023 and is Head of UK Business Development. Mark is responsible for building Martin Currie’s UK Intermediary and retail business, across the firm’s equity platform, working in partnership with Franklin
- Date published
- 3 Jul 2023
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European Long-Term Unconstrained
Alpha generation - Investing in Europe’s strongest companies.
- Date published
- 20 Jun 2023
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US Long-Term Unconstrained
Long-term alpha generation from the one of the world’s most innovative markets.
- Date published
- 20 Jun 2023
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Global Long-Term Unconstrained
Alpha generation - Investing in the world’s strongest companies.
- Date published
- 20 Jun 2023
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International Long-Term Unconstrained
Alpha generation - Investing in the strongest international companies.
- Date published
- 20 Jun 2023
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Moving Beyond ESG- Reaching for a more sustainable future
Over the last decade, stewardship and sustainability have evolved rapidly, driven by a mixture of growing investor demand, increased sophistication to manage risk, improved reporting and enhanced regulation.
- Date published
- 1 Jun 2023
- Tag
- Stewardship & Sustainability
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Global Emerging Markets
High-conviction, stock focused emerging market portfolios.
- Date published
- 1 Jun 2023
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Moving Beyond ESG- Stewardship, Sustainability & Impact
Our view is that the term ‘ESG’ is not fit for purpose. As such we have organized ourselves now with a focus on what we think should replace it.
- Date published
- 25 May 2023
- Tag
- Stewardship & Sustainability
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Moving beyond ESG- Replacing ESG
Sustainable investment has become a significant trend in financial markets as science and society address a growing range of issues that pose risk and opportunity: biodiversity protection, water management, extreme weather events, diversity, equity
- Date published
- 18 May 2023
- Tag
- Stewardship & Sustainability
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2023 Stewardship Annual Report
In an environment where the term, ‘ESG’, has become politicised, we ask whether it is time to focus on stewardship, sustainability and impact to undertake better investment analysis, support our clients’ interests and contribute to solving
- Date published
- 2 May 2023
- Tag
- Stewardship Matters
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Martin Currie Real Assets
Blending the best listed Real Asset opportunities across Infrastructure, Utilities and REITs
- Date published
- 1 May 2023