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Latest Insights
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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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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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Investing in UK Equities: A choice, not an obligation
Why pension funds should be considering their allocation to UK equities.
- Date published
- 23 Sep 2024
- Tag
- UK Equities
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A recipe for success?
IT services meets India.
- Date published
- 19 Sep 2024
- Tag
- Global Emerging Markets
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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
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Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
