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Strategy

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  • Global Emerging Markets

    High-conviction, stock focused emerging market portfolios.

    Date published
    3 Jul 2024
  • Emerging Markets - Where's the 'Beef'

    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

  • A beginner’s guide to semiconductors

    An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.

    Date published
    10 Mar 2023
    Tag
    Global Emerging Markets
  • Paul Desoisa

    Paul Desoisa, CFA

    Paul is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the industrial, financial and utilities sectors. Paul joined Martin Currie in 2013 and has experience investing in both developed and

    Date published
    28 Jan 2022
  • Colin Dishington

    Colin Dishington, CFA

    Colin is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the communication services sector. Colin re-joined Martin Currie in 2018. Prior to this, he worked as a Senior Research Analyst at Matthews

    Date published
    28 Jan 2022
  • Andrew Mathewson

    Andrew Mathewson, CFA

    Andrew has been an equity investor for more than 20 years and is a co-manager of our Global Emerging Markets strategy with responsibility for researching stocks in the consumer sector. Andrew is also responsible for the overall management of our

    Date published
    28 Jan 2022
  • Divya Mathur

    Divya Mathur, ASIP

    Divya is a co-manager of our Global Emerging Markets strategy, with responsibility for technology sector research. He joined Martin Currie in 2010 from SWIP, where he was investment director on its GEMs desk. As Portfolio Manager, Divya was

    Date published
    28 Jan 2022
  • Paul Sloane

    Paul Sloane, ASIP

    Paul is a co-manager of our Global Emerging Markets strategy and has responsibility for researching financials stocks. Paul first joined Martin Currie in 2003, leading our global financials research and co-managing our Global Financials Absolute

    Date published
    28 Jan 2022
  • Alastair Reynolds

    Alastair Reynolds, ASIP

    Alastair has a passion for investing, developed during a career spanning more than 30 years as an equity investor. Over the course of his career, Alastair has led investment teams and managed a broad range of emerging market equity strategies,

    Date published
    28 Jan 2022
  • Paul Sloane

    Aimee Truesdale, CFA

    Aimee Truesdale is a co-manager of our Global Emerging Markets strategy and has responsibility for researching stocks in the healthcare sector. Aimee joined Martin Currie in 2021. Before that, she was an assistant fund manager and equities analyst

    Date published
    27 Jan 2022