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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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Global Emerging Markets Performance Review Q3 2024
We provide a performance review on Global Emerging Markets for the third quarter of 2024.
- Date published
- 31 Oct 2024
- Tag
- Global Emerging Markets
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Polls apart? What will the US election mean for global markets?
An election that’s too close to call, then – but what impact will it have on the world’s financial markets?
- Date published
- 29 Oct 2024
- Tag
- Markets
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Opportunities in UK Equities
Martin Currie’s UK equities team joins Citywire’s Amy Maxwell in the studio to share their insights on the exciting opportunities on offer in the UK market.
- Date published
- 22 Oct 2024
- Tag
- UK Equities
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Clean sweep or lengthy recounts?
Will there be a clean sweep by either the Democrats or the Republican parties, and will there be lengthy recounts?
- Date published
- 21 Oct 2024
- Tag
- Global Long-Term Unconstrained
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Why we are excited about the opportunities in Listed Real Assets
The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now and explain our positive outlook on our listed Real Assets portfolio.
- Date published
- 18 Oct 2024
- Tag
- Global Real Income
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UK Equity Income
Our advocacy for the power of compounding underpins our focus on generating a consistent dividend yield premium over the FTSE All Share index.
- Date published
- 15 Oct 2024
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Meet the Managers - Australia Sustainable Equity
Get to know Co-Portfolio Managers Will Baylis and Naomi Bant from the Martin Currie Australia team.
- Date published
- 2 Oct 2024
- Tag
- Australia Sustainable Equity
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Stewardship Matters – Edition 13: Social Impact
This edition focuses on how equity markets can help tackle social challenges and the importance of this to investors.
- Date published
- 30 Sep 2024
- Tag
- stewardship_matters
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Australian Reporting Season Wrap – Be careful what you wish for…
Is the market is ready for the impact of the falling inflation and rates that they wished for? Read more in our August 2024 reporting season wrap.
- Date published
- 19 Sep 2024
- Tag
- Cross-Strategy Australia
