Featured Insights


Chart of the Week

INFLATION: STILL TOO LOW?

Source: Bloomberg, June 22, 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.

Inflation: Still Too Low?

CHART OF THE WEEK

Market Snapshot

OPEC: Crude Agreement

OPEC made a deal to hike production by 1 million barrels – and included Russia; Emerging Market election season begins with Turkey; European service growth beat expectations for June; U.S. tax revenue from its metals tariffs netted nearly $800 million so far; the costs have yet to be tallied.


Featured Insights

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.

Investment Insights
Apr 03
Investment Insights

EM Election Update

April 03, 2018

There is a busy election calendar across emerging markets this year, with potential consequences for the direction of prevailing economic, social and trade policies (and, by extension, conditions for businesses). Here are some of the near-term political events we are thinking about...

Market Outlook
Mar 20
Market Outlook

Verbal Reasoning

March 20, 2018

No one person is capable of knowing the best selection of emerging market stocks. A team of sector specialists with equal voices could be a better solution.

Market Outlook
Mar 16
Market Outlook

Above the Noise

China's Top Three Priorities

March 16, 2018

China has been grabbing headlines due to the recent elimination of fixed terms for the President and Vice President, as well as the government’s intervention in a number of large-scale local businesses. However, there are other developments which will have a more tangible impact on the economy, that have received much less attention.

Market Outlook
Mar 12
Market Outlook

Emerging Markets with Less Surprises

March 12, 2018

To what extent can an investor enjoy the growth of a select pick of emerging market companies, while taking methodical steps to avoid as many unrewarded risks as possible? Kim Catechis, head of emerging markets at Martin Currie, gives his take on the challenge.

Market Outlook
Mar 08
Market Outlook

Above the Noise

The New Normal of Higher Rates

March 08, 2018

With the first Fed rate hike of 2018 likely to occur later this month, we’re going to start hearing a lot more about debt.

18/48
Top

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.