Search
Latest Insights
-
Martin Currie Investment Outlook 2025
We present our investment teams outlook for 2025 across emerging and developed markets.
- Date published
- 12 Dec 2024
- Tag
- Markets
-
Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
-
Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
-
Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
-
Emerging Markets: An Evolving Landscape - India
We believe that India has the potential to drive returns in EM over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
-
Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
-
UK Small Caps: Transformative Trends - The customer is always right
In the final instalment in our four-part series, Portfolio Manager, Dan Green, discusses how three resilient consumer brands are offering a competitive edge for investors.
- Date published
- 7 Aug 2024
- Tag
- UK Equities
-
Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
-
UK Small Caps: Transformative Trends - Three disrupters transforming the digital economy
In the third instalment in our four-part series, Portfolio Manager, Dan Green, draws attention to the evolving digital landscape and those companies that stand to benefit from it.
- Date published
- 19 Jun 2024
- Tag
- UK Equities
-
Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income
-
UK Small Caps: Transformative Trends - Decarbonisation and three net-zero heroes
In this second instalment of a four-part series, Portfolio Manager, Dan Green looks at the structural transformation being taken towards net-zero carbon solutions in the UK and overseas, highlighting three companies that could benefit.
- Date published
- 10 May 2024
- Tag
- UK Equities
