Search
Latest Insights
-
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
-
The last of the summer rate hikes
Peak rates nearing, recession fears receding.
- Date published
- 15 Aug 2023
- Tag
- Global Long-Term Unconstrained
-
Real Assets: Making a real difference
Income opportunities while helping enrich the communities Real Assets are located in.
- Date published
- 10 Aug 2023
- Tag
- Australia Real Income
-
UK Monthly Macro - August 2023
Is softening inflation the catalyst that UK equity investors have been waiting for? Martin Currie's Ben Russon discusses the opportunity set in the latest instalment of UK Monthly Macro.
- Date published
- 8 Aug 2023
- Tag
- UK Equity
-
The seven Sustainable Development Goals
Unleashing the incredible investment and impact potential of the Sustainable Development Goals.
- Date published
- 4 Aug 2023
- Tag
- Improving Society Strategy
-
UK Equities: Rejection to Resurrection?
After a period on the sidelines, could now the be the time that institutional investors reconsider their tactical and strategic UK equity allocations?
- Date published
- 1 Aug 2023
- Tag
- UK Equity
-
Stewardship Matters – Edition 10: Making an Impact
This edition focuses on how we are making an impact at both company and industry level together with an update on our active engagement and monitoring, year to date (YTD to 30 June 2023).
- Date published
- 28 Jul 2023
- Tag
- Stewardship Matters
-
Recession fears might be like waiting for Godot
We stick to our view of a sharp slowdown instead.
- Date published
- 24 Jul 2023
- Tag
- Global Long-Term Unconstrained
-
European Long-Term Unconstrained quarterly update - Q3 2023
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 18 Jul 2023
- Tag
- European Long-Term Unconstrained
-
Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained
-
Our three pillars of social impact
What they are and why they matter.
- Date published
- 11 Jul 2023
- Tag
- Improving Society Strategy
-
UK Monthly Macro July 2023
A continuation of recent trends in June as monetary policy in the UK took a further hawkish tilt as both wage and inflation data surprised to the upside.
- Date published
- 10 Jul 2023
- Tag
- UK Equity