Search
Search Results
-
Global Long-Term Unconstrained
Alpha generation - Investing in the world’s strongest companies.
- Date published
- 16 Jul 2024
-
Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
-
French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
-
French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
-
2024 European elections - Radical right gaining ground
Increasing investor risk for the 2027 French election.
- Date published
- 5 Jun 2024
-
Seismic thematic shifts bringing opportunities and disruptions
Eight medium-term thematic opportunities catching three seismic shifts.
- Date published
- 8 May 2024
- Tag
- Global Long-Term Unconstrained
-
Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
-
Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained
-
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
-
Martin Currie Investment Outlook 2024
We present our investment teams outlook for 2024 across global markets and the impact space.
- Date published
- 12 Dec 2023
