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Edison report - June 2020
The latest analyst report by Edison Research is now available.
- Date published
- 30 Jun 2020
- Tag
- Outlook
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Ask the manager
In what has been a truly exceptional period for markets and wider society, we have been inviting investors to get in touch with their questions. Over the next two months, portfolio manager of the Global Portfolio Trust, Zehrid Osmani, provides his
- Date published
- 26 Jun 2020
- Tag
- Outlook
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Double victory for Martin Currie
Martin Currie was a double winner at the Association of Investment Companies (AIC’s) Shareholder Communication awards, receiving accolades for Best Marketing Campaign and Best Social Media.
- Date published
- 23 Jun 2020
- Tag
- Global
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Podcast: Sustainable investing through the crisis
In his latest podcast, Zehrid Osmani outlines why sustainability and Environmental, Social and Governance (ESG) issues remain vitally important.
- Date published
- 4 Jun 2020
- Tag
- Covid-19
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Podcast: Q1 earnings season wrap-up – maintaining our conviction
Zehrid Osmani summarises the recent earnings season, reveals his Q2 forecasts, and explains how he maintains conviction in current markets.
- Date published
- 21 May 2020
- Tag
- Covid-19
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Podcast: Interrogating the earnings outlook
Zehrid Osmani’s latest podcast focuses on the scale of current earnings revisions and explains his playbook for assessing these risks in a long-term investment case.
- Date published
- 7 May 2020
- Tag
- Covid-19
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Stewardship Annual Report 2020
We can help create long-term sustainable value for our clients by using one of our most powerful tools – engagement.
- Date published
- 26 Apr 2020
- Tag
- Report
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Podcast: Anatomy of the market recovery
In his latest podcast, Zehrid Osmani, dissects the equity market rebound, asks if it is sustainable or a bear market rally, and what the shape of the longer-term recovery will be.
- Date published
- 21 Apr 2020
- Tag
- Covid-19
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Global Portfolio Trust annual results 2020
Martin Currie Global Portfolio Trust has announced a positive set of results for the twelve-month period ending 31 January 2020.
- Date published
- 9 Apr 2020
- Tag
- Report
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Podcast: The bull/bear battle
Zehrid Osmani provides his view on current markets, potential opportunities in a post-pandemic world, and a summary of the in-depth research process.
- Date published
- 9 Apr 2020
- Tag
- Covid-19
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How to be a top global equities manager with no FAANGs
Having taken over the Martin Currie Global Portfolio Trust in 2018, fund manager Zehrid Osmani explains the changes he's made and what he wants to achieve.
- Date published
- 8 Apr 2020
- Tag
- Outlook
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Podcast: The opportunities offered by the market pull-back
Zehrid Osmani, Head of Long-Term Unconstrained, offers you his opinion on current opportunities.
- Date published
- 27 Mar 2020
- Tag
- Covid-19