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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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Global Long-Term Unconstrained: Investment Outlook 2022 - update
Increased geopolitical tension is increasing the risk of an economic slowdown, however, in a world transitioning towards sustainability, exciting opportunities remain for long-term investors.
- Date published
- 2 May 2022
- Tag
- Markets
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Australian Reporting Season Wrap - “A return to the ‘old’ normal”
What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style
- Date published
- 29 Mar 2022
- Tag
- Australia Value Equity
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Seven important Stewardship themes for 2022
All around the globe, 2022 will see significant changes in the stewardship landscape as it moves even more into mainstream investing.
- Date published
- 26 Jan 2022
- Tag
- Stewardship Matters
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Building on European Equity Expertise
Biodiversity loss presents a real and tangible risk for business, and it is increasingly important that investors consider the potential impact that biodiversity loss might have on investee companies.
- Date published
- 22 Jan 2022
- Tag
- European Long-Term Unconstrained
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Stewardship Matters – Edition 5: Investing in Biodiversity
Biodiversity loss presents a real and tangible risk for business, and it is increasingly important that investors consider the potential impact that biodiversity loss might have on investee companies.
- Date published
- 19 Jan 2022
- Tag
- Stewardship Matters
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Global Emerging Markets 2022 Outlook
We saw many of our portfolio companies perform well in 2021 despite the turbulent market environment – there remain plenty of reasons for optimism as we enter 2022.
- Date published
- 18 Jan 2022
- Tag
- Global Emerging Markets
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Inside story: Hexagon
Zehrid Osmani, Head of Global Long-Term Unconstrained provides insight into Hexagon, a leader in autonomous solutions.
- Date published
- 9 Dec 2021
- Tag
- Global Long-Term Unconstrained
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COP26: A meaningful step forward in combatting the climate crisis?
Now that COP26 has finished, we have assessed what was achieved, what needs to happen next, and the implications for investors.
- Date published
- 29 Nov 2021
- Tag
- Stewardship Matters
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Mining shouldn't cost the Earth
How one Latin American copper miner is striving for sustainability.
- Date published
- 10 Nov 2021
- Tag
- Global Emerging Markets
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COP26: A climate for change?
Martin Currie’s urgent call to action ahead of COP26 for governments, companies, and investors; NOW is the time for change and accelerated action.
- Date published
- 22 Oct 2021
- Tag
- Stewardship Matters
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Global Emerging Markets: Reflections on a Decade
As we approach the end of 2021, we celebrate a decade of investment team tenure for the Martin Currie Emerging Markets strategy. To mark this anniversary, the investment team reflects on some notable investments and developments during the period.
- Date published
- 22 Oct 2021