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Global Long-Term Unconstrained portfolio update Q1 2025
Our latest update on portfolio activity, key market events and outlook.
- Date published
- 26 Mar 2025
- Tag
- Global Long-Term Unconstrained
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Francesca Moore
Francesca leads a team of specialist Client Portfolio Managers, each aligned to Martin Currie’s investment teams. As an investment specialist, Francesca is an extension of our investment teams by servicing clients, supporting business development
- Date published
- 18 Mar 2025
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What is the hype around India?
In recent years, India has emerged as a pivotal player in the landscape of emerging market (EM) equities.
- Date published
- 26 Feb 2025
- Tag
- Global Emerging Markets
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2025 German elections
No fireworks expected.
- Date published
- 21 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Update on US Tariffs
Protectionist policies from the new US administration could lead to the risk of elevated inflation, higher interest rates, and a stronger US dollar.
- Date published
- 13 Feb 2025
- Tag
- Global Emerging Markets
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Funds
Martin Currie is a Specialist Investment Manager of Franklin Templeton who are responsible for the sale and client service of our Funds.
- Date published
- 12 Feb 2025
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How Trump's tariffs influence key investor risks
US President Donald Trump has decided to go ahead with implementing the first round of tariffs on trading partners, with a 25% tariff on Canada and Mexico, and 10% on China.
- Date published
- 6 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Could Rachel Reeves be a ‘lucky general’?
Will fortune favour the Chancellor – and investors in the UK?
- Date published
- 4 Feb 2025
- Tag
- Cross-Strategy
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Our investment capabilities
Concentrated, best idea portfolios spanning developed and emerging markets
- Date published
- 31 Jan 2025
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Franklin Templeton to align Martin Currie under ClearBridge Investments and Franklin Equity Group
Franklin Templeton has announced plans that Martin Currie, a US$18 billion investment manager for active equities will begin the process of aligning the majority of its business under ClearBridge Investments (ClearBridge).
- Date published
- 27 Jan 2025
