Featured Insights


Chart of the Week

BONDS: REACHING FOR YIELD? LOOK TO RETURN

Source: Bloomberg and Legg Mason, Jan 18, 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 Chasing Workers?

For unemployment claims, the devil was in the details; Global oil looked to offer its own cure for high crude prices; China growth beat expectations


Featured Insights

Investment Insights
Jan 08
Investment Insights

Above The Noise

Powering the Future

January 08, 2018

Electric vehicles are poised to make the largest global impact since the internal combustion engine and emerging markets will have a huge role to play – not just in terms of providing the end-market demand, but in supplying the essential raw materials for the batteries powering them.

Investment Insights
Jan 02
Investment Insights

Above The Noise

EU companies face bigger cyber risks

January 02, 2018

The EU General Data Protection Regulation means cyber security will become a critical part of company research and engagement. David Sheasby, head of stewardship and ESG at Martin Currie, explains the risks for companies.

Investment Insights
Dec 06
Investment Insights

Above The Noise

China Racing Down Electric Avenue

December 06, 2017

Kim Catechis, Head of Global Emerging Markets at Martin Currie, sees automotive trends in China as being significant to the world's car industry.

Investment Insights
Nov 21
Investment Insights

Global Emerging Markets

EM and the Education Edge

November 21, 2017

Emerging Markets are gaining a distinct competitive edge due to the development of their human capital. Many EM countries have a very clear understanding of the critical role a strong human resource base can provide in terms of boosting their productivity and economic progress, and have prioritised this accordingly.

Investment Insights
Nov 16
Investment Insights

Above the Noise

One Belt One Road Part III

November 16, 2017

With US$2–3 trillion of capital expenditure across 68 countries, the New Silk Road, or ‘One Belt One Road’ (OBOR) initiative, is a staggering vision, both in its audacity and reach.

Investment Insights
Nov 14
Investment Insights

Above the Noise

One Belt, One Road, Part I

November 14, 2017

Beijing's commitment to the One Belt, One Road policy is clear. The question now is how investors can take advantage of the opportunities this policy might create.

Investment Insights
Oct 27
Investment Insights

Investing for the Grey Zone

October 27, 2017

The seismic shifts occurring in UK and global populations should be a wake-up call to all investors.

Investment Insights
Oct 12
Investment Insights

Global Emerging Markets

Through the ESG Lens

October 12, 2017

While the particular issues may vary, the rationale for conducting ESG analysis in emerging markets is no different from that in developed markets.

Investment Insights
Sep 21
Investment Insights

In Conversation...

The What, Why and How of active ESG integration

September 21, 2017

David Sheasby, Head of Stewardship & ESG at Martin Currie, discusses the merits of integrating environmental, social and governance (ESG) factors into investment decisions.

Investment Insights
Sep 19
Investment Insights

Above the Noise

EM and the Fintech Edge

September 19, 2017

Buzzwords tend to fizzle out as quickly as they come into fashion. But one concept has gained significant importance for emerging markets (EM) in recent years.

Investment Insights
Aug 30
Investment Insights

Global Emerging Markets

EM and the Quantum Leap of Technology

August 30, 2017

Emerging markets are still widely viewed as dependent on the materials and energy sectors. This is out of synch with reality.

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