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Quality Growth positioned to succeed over the long term
While we’ve experienced the largest rotation from growth to value in the past 25 years, we believe that investing in world class businesses positioned to take advantage of strong secular growth opportunities across emerging markets will be the
- Date published
- 8 Feb 2024
- Tag
- Global Emerging Markets
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UK Monthly Macro - December 2023
Looking to 2024, in contrast with expectations at the start of this year, there is much to be positive about.
- Date published
- 29 Jan 2024
- Tag
- UK Equities
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2023 Performance Review and Outlook
2023 saw improving sentiment for emerging markets. But the outlook for 2024 is brighter with the positive alignment of all five points of fundamentals, valuations, positioning, politics and policy.
- Date published
- 26 Jan 2024
- Tag
- Global Emerging Markets
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Year of the Dragon Breathes Optimism For China
Portfolio Manager Colin Dishington visited China in December 2023 as part of his ongoing research for the Martin Currie Emerging Markets Strategy.
- Date published
- 25 Jan 2024
- Tag
- Global Emerging Markets
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Martin Currie’s five-star PRI rating is an endorsement of their active stewardship approach
Martin Currie has been awarded the highest possible rating from the Principles for Responsible Investment (PRI), with a five-star rating across all categories relevant to its investment activities.
- Date published
- 24 Jan 2024
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Performance Review and Outlook Q4 2023
We provide a performance review and outlook on Global Emerging Markets for the fourth quarter of 2023.
- Date published
- 23 Jan 2024
- Tag
- Global Emerging Markets
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A Turning Point for Emerging Markets?
We expect positive momentum in 2024 in the broad market through derisking of policy and politics.
- Date published
- 17 Jan 2024
- Tag
- Global Emerging Markets
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Mandate for Recovery?
Which UK market sectors could benefit in an election year.
- Date published
- 5 Jan 2024
- Tag
- UK Equities
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Impact Report 2023
The inaugural Impact Report for the Improving Society Strategy - through an culmination of an enormous amount of careful work to create a robust measurement and reporting process.
- Date published
- 21 Dec 2023
- Tag
- Improving Society Strategy
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Global, US and European Outlook 2024
A challenging macroeconomic backdrop, but a supportive monetary policy outlook is rearing its head.
- Date published
- 20 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Seismic changes from Artificial Intelligence
A quality growth opportunity.
- Date published
- 19 Dec 2023
- Tag
- Global Long-Term Unconstrained
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An early Christmas present from the UK's housebuilders
With the sector very well capitalised, and many of the constituents boasting large and attractive land banks, we believe that it is time to build a case for the housebuilders.
- Date published
- 18 Dec 2023
- Tag
- UK Equities