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Improving Society - 12 Days of Impact
Our '12 Days of Impact' calendar, seeks to shed light on some of the social issues affecting millions worldwide and highlight what companies around the globe are doing to combat them.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy
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Introducing the Improving Society Strategy
Martin Currie’s socially focused impact strategy aims to positively address the problem of human inequity while delivering long-term capital growth.
- Date published
- 1 Dec 2023
- Tag
- Improving Society Strategy
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Stewardship Matters – Edition 11: The Importance Of Culture
In Stewardship Matters 11 we explore why the culture of a company is inherently important and how it can inform the way in which we engage with corporate management and impact on the way in which we do business.
- Date published
- 30 Nov 2023
- Tag
- Stewardship Matters
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Growth Is The Tortoise, Value Is The Hare
Despite the headwinds we currently face, emerging market growth is the place to be in the long term. Although it appears that growth is out of favour, we put this into historical context to show you that emerging market growth stocks are well placed
- Date published
- 27 Nov 2023
- Tag
- Global Emerging Markets
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Reaching the peak
But persistent inflation means investors need to focus on pricing power.
- Date published
- 8 Nov 2023
- Tag
- Global Long-Term Unconstrained
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Performance Review and Outlook
We provide a performance review and outlook on Global Emerging Markets for the third quarter of 2023.
- Date published
- 8 Nov 2023
- Tag
- Global Emerging Markets
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UK Monthly Macro - November 2023
Pessimistic IMF forecasts overlook key green shoots emerging within the UK economy.
- Date published
- 6 Nov 2023
- Tag
- UK Equity
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Feeding Inflation
What food can teach us about inflation in the UK and Europe.
- Date published
- 24 Oct 2023
- Tag
- Markets
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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income
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UK Monthly Macro - October 2023
Revisions to UK GDP proved the economy to be in a stronger position than previously anticipated whilst the Bank of England left rates on Hold at their September meeting.
- Date published
- 11 Oct 2023
- Tag
- UK Equity
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Jackson’s Five
Five key takeaways from the Jackson Hole conference
- Date published
- 27 Sep 2023
- Tag
- Global Long-Term Unconstrained
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UK Monthly Macro - September 2023
Have UK interest rates reached the peak of (Table) Mountain? Read Ben Russon’s thoughts here in the latest instalment of UK Monthly Macro.
- Date published
- 11 Sep 2023
- Tag
- UK Equity