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Latest Insights
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Positive Momentum in Emerging Markets
Portfolio Manager, Colin Dishington reviews emerging markets in Q4 2020 and why he believes there are exciting investment opportunities in 2021.
- Date published
- 16 Feb 2021
- Tag
- Global Emerging Markets
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Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Global Long-Term Unconstrained
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The time is now for value
The time is now to position portfolios in Value stocks ahead of spreads narrowing as economies rebound.
- Date published
- 2 Feb 2021
- Tag
- Australia Value Equity
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China vs the Rest - Finance
The Financial sector is a natural beneficiary of globalisation and confidence in its outlook has been suffering as a result of the escalating rupture between the US and China.
- Date published
- 27 Jan 2021
- Tag
- Trade Wars
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Latest Stewardship Activity: December
The latest update from David Sheasby, Head of Stewardship & ESG..
- Date published
- 21 Jan 2021
- Tag
- Stewardship & ESG
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Stewardship Matters - Edition 2
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends. EDITION 2 focusses on the United Nation’s Sustainable Development Goals.
- Date published
- 20 Jan 2021
- Tag
- Stewardship & ESG
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China vs the rest - Materials, Agriculture and Energy
Geopolitical struggles directly impact investment outcomes in commodities.
- Date published
- 15 Jan 2021
- Tag
- Trade Wars
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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Latest Stewardship Activity: November
The latest update from David Sheasby, Head of Stewardship & ESG..
- Date published
- 16 Dec 2020
- Tag
- Stewardship & ESG
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China vs the Rest – Technology is a key battleground
The showdown between the US and China continues to dominate every facet of policymaking and technology is viewed by both sides as critical to the geopolitical struggle.
- Date published
- 16 Dec 2020
- Tag
- Trade Wars
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The Search for sustainable investments in the fossil fuel sector
We are in a climate emergency but are fossil fuel producers going anywhere soon? Alastair Reynolds discusses how we navigate transformational change in the energy landscape.
- Date published
- 11 Dec 2020
- Tag
- Global Emerging Markets