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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
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Tim Baker, CFA
Tim Baker joined Martin Currie in 2022. As an Associate Client Portfolio Manager he represents Martin Currie's investment capabilities in the UK retail channel. He is responsible for delivering market and strategy insights to clients and prospects.
- Date published
- 1 Dec 2023
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Global Long-Term Unconstrained
Alpha generation - Investing in the world’s strongest companies.
- Date published
- 20 Jun 2023
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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Jackie Cui
Jackie is an Investment Analyst in the Global Long-Term Unconstrained team and joined in Martin Currie in March 2022. She has responsibility for researching stocks in the Technology, Media and Telecoms and Financials sectors. Before joining Martin
- Date published
- 1 Apr 2022
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Anna Shevkunova
Anna joined Martin Currie in April 2022 and is an Investment Analyst in the Global Long-Term Unconstrained team, with responsibility for researching stocks in the Healthcare sector. Before joining Martin Currie, Anna worked at KPMG as an Assistant
- Date published
- 1 Apr 2022
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Q4 reporting season update
The Q4 result season is well underway and companies are delivering positive surprises across geographies.
- Date published
- 1 Mar 2022
- Tag
- Global Long-Term Unconstrained
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Building on European Equity Expertise
In the last three years, the Legg Mason Martin Currie European Unconstrained fund has delivered top decile returns.
- Date published
- 9 Dec 2021
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Yulia Hofstede
Yulia is a portfolio manager on our Global Long-Term Unconstrained Team and is the head of the Technology research pod within the team. Yulia has diverse sector experience across various cyclical sectors, which has kept her grounded through multiple
- Date published
- 8 Mar 2021
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Amanda Whitecross
Amanda is a portfolio manager on our Global Long-Term Unconstrained team. She has accountability for the team’s investment process and research responsibilities covering the Consumer Staples, Consumer Discretionary sectors. Amanda joined Martin
- Date published
- 8 Mar 2021
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Sam Cottrell, CFA
Sam’s process accountability is as co-head of Data Analytics. His sector responsibilities are focused on the Healthcare sector. Sam joined Martin Currie as an Associate Investment Analyst in October 2014 as part of the graduate programme.
- Date published
- 13 Feb 2020
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Ken Hughes, CFA
Ken is a portfolio manager on our Global Long-Term Unconstrained team. Together with colleague Robbie McNab, Ken’s process accountability within the team is the oversight of research analysis. His own sector expertise is broad, covering the
- Date published
- 13 Feb 2020