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UK Smaller Companies: Transformative Trends – Decarbonisation
In the final instalment of a four-part series, he discusses the structural transformation driven by society’s shift to net-zero carbon solutions.
- Date published
- 19 Jan 2023
- Tag
- UK Equity
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Global Emerging Markets - Through the ESG lens
Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.
- Date published
- 18 Jan 2023
- Tag
- Global Emerging Markets
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A beginner’s guide to semiconductors
An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 17 Jan 2023
- Tag
- Global Emerging Markets
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UK Monthly Macro - January 2023
A challenging year for equity investors but green shoots are emerging.
- Date published
- 15 Jan 2023
- Tag
- UK Equity
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Sustainability and stewardship outlook
2023 is set to have an increased focus on real-world impact.
- Date published
- 9 Jan 2023
- Tag
- Improving Society Strategy
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Bank of Japan: Marginal Shift, Significant Signal?
A small adjustment to monetary policy or the beginning of a major change in Japan?
- Date published
- 23 Dec 2022
- Tag
- Japan Equity
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 2022
- Tag
- Global Emerging Markets
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2023: Sizing the slowdown
If 2023 is anything like 2022 then the UK may be in for a bumpy ride – inflation surged, interest rates soared, currencies swung, and UK the government clashed. But for us, one of the main challenges ahead for UK equities can be succinctly
- Date published
- 21 Dec 2022
- Tag
- UK Equity
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Zehrid Osmani - Investment Outlook 2023
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 19 Dec 2022
- Tag
- Global Long-Term Unconstrained
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A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
- Tag
- Global Long-Term Unconstrained
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Q&A: Harnessing opportune growth in Japanese equities
2 months into the new leadership tenure on the Martin Currie Japan Equity strategy, we caught up with Reiko Mito and Paul Danes for a candid discussion on the growth opportunities amid the region…
- Date published
- 29 Nov 2022
- Tag
- Japan Equity
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Getting over the stagflation wall
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
- Date published
- 11 Nov 2022
- Tag
- Global Long-Term Unconstrained