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Our views

The latest news and insights into the trust

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Latest Insights

  • GPT 2021 Outlook

    2021 Global investment outlook

    What lies ahead for global markets in 2021? The key opportunities, factors and reasons to be optimistic for global equities.

    Date published
    16 Dec 2020
    Tag
    Outlook
  • Global Portfolio Trust

    Gearing introduced

    10% gearing announced.

    Date published
    25 Nov 2020
    Tag
    Report
  • FundsFanPodcast

    Funds Fan podcast

    Zehrid Osmani, Portfolio Manager, discusses megatrends and markets with Kyle Caldwell of Interactive Investor.

    Date published
    18 Nov 2020
    Tag
    Outlook
  • FAANGs Out

    FAANGs out

    Why we don’t currently hold the US tech giants.

    Date published
    15 Oct 2020
    Tag
    Global
  • US election

    US election 2020 - analysing the outcomes

    Infrastructure, healthcare, Big Tech and China. Discussing two potential futures for the economy under Biden and Trump.

    Date published
    15 Oct 2020
    Tag
    Outlook
  • Times Tempest

    In the press

    A ‘buy’ rating from The Times’ Tempus column.

    Date published
    8 Oct 2020
    Tag
    Global
  • US election - expert views

    US election: investment company experts' views

    Three expert portfolio managers look ahead to the US election in a roundtable hosted by the Association of Investment Companies (AIC).

    Date published
    14 Sep 2020
    Tag
    Global
  • GPT Half-Yearly Results

    Positive half-year results 2020

    Martin Currie Global Portfolio Trust has announced a positive set of half-year results for the six-month period to 31 July 2020, navigating a period of global lockdown and market volatility.

    Date published
    14 Sep 2020
    Tag
    Report
  • Stewardship Q2 2020

    Stewardship Matters - Edition 1

    Introducing our new update on the Stewardship and ESG activities that we are undertaking on clients’ behalf.

    Date published
    25 Aug 2020
    Tag
    Stewardship & ESG
  • Masimo

    Inside story: Masimo

    Portfolio Manager, Zehrid Osmani, provides an insight into Masimo, a key stock and a leader in the non-invasive patient monitoring hospital devices and technologies.

    Date published
    13 Aug 2020
    Tag
    Stock story
  • InteractiveInvestor

    Interactive investor interview: investing beyond FAANGs

    Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust speaks to interactive investor's head of markets Richard Hunter about seeking investment returns without holding tech giants Facebook, Amazon, Apple, Netflix and Google (FAANGs)

    Date published
    11 Aug 2020
    Tag
    Global
  • Ask The Manager

    Ask the manager - Our answers, edition 2

    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. In our second and final edition, Zehrid Osmani, Portfolio Manager, provides his answers.

    Date published
    23 Jul 2020
    Tag
    Global
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