Featured Insights


Chart of the Week

U.S. STOCKS: STRONG EARNINGS SEASON

Source: Bloomberg, S&P Dow Jones Indices, August 2, 2018. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

 

Market Snapshot

U.S. Jobs: Still Hiring

July's employment report showed growth continuing; the Fed sounded optimistic about growth in its latest statement; the UK's rate rise was about normalization, not Brexit; China took some market-based steps in the currency market.


Featured Insights

Investment Insights
Jul 30
Investment Insights

Global Equity Income

US Labour Market: As Tight As It Gets

July 30, 2018

Anemic wage growth in the US has been a central concern of economists in recent years, in no small measure due to its dampening effect on consumption. However, fast forward to the summer of 2018 and the situation is changing rapidly, driven by the tightening labour market.

Investment Insights
Jul 20
Investment Insights

Emerging Markets

What AMLO Means For Mexico

July 20, 2018

Left-leaning Andres Manuel López Obrador (also known as AMLO) won the Mexican presidential election with 53.7% of the country’s vote – with his party, Morena, and its coalition partners together securing a majority of seats in the congress.

Investment Insights
Jul 04
Investment Insights

Japanese equities

Kaizen for corporate governance

July 04, 2018

For a very long time, diversity has been the elephant in the boardroom as far as Japanese businesses are concerned -- but new national recommendations for corporate governance may be a catalyst for change.

Investment Insights
Jul 03
Investment Insights

Do Emerging Markets Have a U.S. Dollar Problem?

July 03, 2018

There is a widely held belief that emerging markets (EM) are vulnerable to U.S. dollar strength. We're not convinced.

Investment Insights
Jun 28
Investment Insights

The EM trends that matter

June 28, 2018

Many investors have historically been hesitant to invest in emerging markets, concerned about currency volatility, political instability and an over-reliance on commodities. Yet this view is increasingly outdated as the sector evolves and becomes more resilient.

Investment Insights
Jun 15
Investment Insights

India's mobile revolution

Give Me A Smartphone, And I Shall Move The World

June 15, 2018

The rate of tech adoption in India is fundamentally changing the economic landscape -- primarily enabled by the increasing use of smartphones, which have seen phenomenal growth thanks to low-cost handsets and cheap data.

Investment Insights
Jun 14
Investment Insights

Above the Noise

Pricing Pressure on Pharma

June 14, 2018

Healthcare is frequently at the heart of political debate in the US. So, with mid-term elections on the horizon in the US, it is no surprise to see political rhetoric on the issue of drug pricing intensifying.

Investment Insights
Jun 01
Investment Insights

The NAFTA Morass

June 01, 2018

The North American Free Trade Agreement (NAFTA) renegotiation sought by President Trump is at risk – Canada, Mexico and the U.S. are still far apart on six key issues.

Investment Insights
May 25
Investment Insights

Key Themes from Proxy Season

Reading The Runes

May 25, 2018

With proxy voting season under way across most markets, it is worth taking a look at the most prominent themes emerging from annual general meetings (AGMs), many of which are highly relevant from a stewardship perspective.

Investment Insights
May 18
Investment Insights

Navigating Emerging Markets

China's Digital Silk Road

May 18, 2018

The advance of China's digital economy over the last few years has been nothing short of incredible. It already makes up more than 30% of the country’s GDP and it is estimated this percentage will increase substantially over the next decade and more.

Investment Insights
Apr 27
Investment Insights

Navigating Emerging Markets

India In E-commerce Fast Lane

April 27, 2018

India’s digital economy is growing in leaps and bounds and its government is keen to maintain the momentum. An e-commerce policy framework to encourage further growth will be drafted by a task force that will meet by August this year.

Investment Insights
Apr 16
Investment Insights

Navigating Emerging Markets

Revving The Innovation Engine

April 16, 2018

Emerging markets are rapidly becoming synonymous with innovation. Strong technical education, state support and growing internet penetration, have all driven a surge in creativity.

Investment Insights
Apr 13
Investment Insights

From Tenant To Active Owner

April 13, 2018

Martin Currie privately engaged with over 250 publicly traded companies on Environmental, Social and Governance practices in 2017. The details of this activity, its outcomes and our general approach to engagement are now available in our third annual Stewardship Report.

Investment Insights
Apr 10
Investment Insights

Reform Is Key To Growth

April 10, 2018

Reducing trade barriers, improving capital flows, developing infrastructure or enhancing institutional frameworks are vital drivers of long-term economic and social change. We believe momentum from such reforms is key to the compelling structural growth story in emerging markets.

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