Featured Insights


Chart of the Week

CHINA:  THE BIGGER PICTURE

Source: Bloomberg, as of 7/31/19. 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.

China: The bigger picture

Chart of the Week

Market Snapshot

Growth Fears: Where's the Fire?

Fresh thinking from our managers on the issues investors are talking about now.


Featured Insights

Investment Insights
Aug 15
Investment Insights

Global economy

Toughing it Out

August 15, 2019

July data points to a picture that is probably not as bad as headlines suggest.

Investment Insights
Aug 08
Investment Insights

Currency Wars?

August 08, 2019

The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?

Investment Insights
Jul 10
Investment Insights

The New Emerging Market Consumer

July 10, 2019

The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.

Investment Insights
Jul 05
Investment Insights

Europe's new power elite

July 05, 2019

The European Parliament’s new appointments to top jobs will have important implications for the markets.

Investment Insights
Jun 24
Investment Insights

Investing in the electric vehicle ecosystem

June 24, 2019

The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand.

Market Outlook
Jun 18
Market Outlook

The "Greenification" of China

June 18, 2019

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

Market Outlook
May 31
Market Outlook

Europe: After the Dust Settles

May 31, 2019

Despite real economic challenges, the risk of a significant recession in Europe remains low -- barring monetary, fiscal or banking policy mistakes in the wake of the EU elections.

Investment Insights
May 29
Investment Insights

India Wireless: A more rational market…finally?

May 29, 2019

The Indian mobile communications market has consolidated around three players.

Investment Insights
May 29
Investment Insights

REITs in Asia: An Exciting "Emerging" Asset Class

May 29, 2019

Largely a developed market phenomenon so far, incremental growth in REITs is likely to come from the emerging Asia markets.

Investment Insights
Apr 12
Investment Insights

Why EM Bounced Back

April 12, 2019

A huddle of negative factors cooled investor sentiment towards emerging markets in 2018. Some of these factors have reversed and more could follow.

Investment Insights
Apr 09
Investment Insights

2018 Stewardship Report

Investing for Sustainable Outcomes

April 09, 2019

Martin Currie releases its annual stewardship report detailing its commitment to ESG and activities to advance responsible corporate stewardship throughout the year

16/31
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