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Trump, tariffs and trade tensions
The Trump administration’s liberation announcement on tariffs has created shockwaves across markets.
- Date published
- 18 Apr 2025
- Tag
- Global Long-Term Unconstrained
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Jonathan Regan, CFA
Jonathan is a Portfolio Manager on our Global Long-Term Unconstrained team and is deputy manager of Franklin Global Trust. He is also co-head of Data Analytics within the team, alongside Sam Cottrell. Jonathan joined the Global Long-Term
- Date published
- 16 Apr 2025
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Zehrid Osmani
Zehrid is head of the Global Long-Term Unconstrained team and is manager of Franklin Global Trust.He joined Martin Currie in May 2018 from BlackRock, where he held a number of senior roles from January 2008. At BlackRock, he was a senior portfolio
- Date published
- 16 Apr 2025
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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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2025 German elections
No fireworks expected.
- Date published
- 21 Feb 2025
- Tag
- Global Long-Term Unconstrained
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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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European Long-Term Unconstrained
Alpha generation - Investing in Europe’s strongest companies.
- Date published
- 9 Jan 2025
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Global Long-Term Unconstrained - 2025 Outlook
Five graphics on inflation, monetary policies, growth, earnings and valuation for investors to consider as we look into 2025.
- Date published
- 10 Dec 2024
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained portfolio update
Latest update on portfolio activity, key market events and the outlook.
- Date published
- 14 Nov 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two Part II
Accelerating disruption and growing concentration risks.
- Date published
- 1 Nov 2024
- Tag
- Global Long-Term Unconstrained
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Kiranjot Grewal
Kiranjot is an Investment Analyst in the Global Long-Term Unconstrained team and joined Martin Currie in 2024. She has responsibility for researching stocks in the Technology sector. Kiranjot joined Martin Currie from Bank of America, where she was
- Date published
- 4 Sep 2024
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained