Search
Latest Insights
-
French elections: Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- Global Long-Term Unconstrained
-
Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
-
Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 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
- Tag
- Cross-Strategy
-
Valuation discipline is critical
The importance of anticipating normalising interest rates (or why some valuation gurus take the wrong approach).
- Date published
- 6 Dec 2023
- Tag
- Global Long-Term Unconstrained
-
A market is built on fundamentals
Uncertainties remain, but we believe the headwinds for long duration quality growth stocks should recede as interest rates peak.
- Date published
- 22 Nov 2023
- Tag
- International Long-Term Unconstrained
-
Reaching the peak
But persistent inflation means investors need to focus on pricing power.
- Date published
- 8 Nov 2023
- Tag
- Global Long-Term Unconstrained
-
Jackson’s Five
Five key takeaways from the Jackson Hole conference
- Date published
- 27 Sep 2023
- Tag
- Global Long-Term Unconstrained
-
The last of the summer rate hikes
Peak rates nearing, recession fears receding.
- Date published
- 15 Aug 2023
- Tag
- Global Long-Term Unconstrained
-
Recession fears might be like waiting for Godot
We stick to our view of a sharp slowdown instead.
- Date published
- 24 Jul 2023
- Tag
- Global Long-Term Unconstrained