Our team: focus, passion and intellectual curiosity
Introducing the team, the rich cultural diversity and how each member contributes to the team’s overall success.
Maintaining High Conviction
How our structured valuation & sell discipline is key to ELTU’s portfolio management.
ESG – our expertise
The in-depth analysis and process that underpins our world-class Environmental, Social and Governance (ESG) credentials.
Thematics and megatrends
The long-term global growth trends that underpin our research focus and portfolio analysis.
Long-Term Unconstrained Podcasts
New healthcare stock and US election preview
Analysing the forthcoming US presidential election and looking at the opportunities in global markets during the pandemic.
Portfolio resilience despite volatile markets
Discussing the key factors that have underpinned returns and exciting structural opportunities.
Sustainable investing through the crisis
Outlining why sustainability and Environmental, Social and Governance (ESG) issues remain vitally important.
View a list of all Zehrid Osmani's podcasts.
Regulatory information and risk warnings
Past performance is not a guide to future returns
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.
The views expressed are opinions of the named manager as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
The information contained has been complied with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this recording for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.