Featured Insights


Chart of the Week

INTERNATIONAL EQUITIES: THINGS CHANGE

Chart courtesy of ClearBridge Investments. Source: Bloomberg, as of 5/31/19. Returns are cumulative and based on price movement only, and do not include the reinvestment of dividends. +101% for S&P 500 measures 10/09/02-10/12/2007 and +218% for MSCI ACWI ex-U.S. measures 3/12/03-10/31/07. 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

China targets U.S. farmers

China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.


Featured Insights

Investment Insights
Jun 10
Investment Insights

Global stocks

The Long-Term Impact of Trade Wars

June 10, 2019

Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?

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.

Market Outlook
May 27
Market Outlook

China’s boost to urbanisation

May 27, 2019

Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.

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

Investment Insights
Mar 28
Investment Insights

Healthy Eating: The Consequences for Business

March 28, 2019

Food and beverage companies face both threats and opportunities from societal change on how we regulate what we eat and drink.

Investment Insights
Mar 07
Investment Insights

Taking the Temperature: European Politics 2019

March 07, 2019

Europe's political tensions pose questions for investors; Martin Currie's Michael Browne rates the risks to stability posed by the biggest EU economies now.

Investment Insights
Mar 07
Investment Insights

Reform vs Populism - India's Election

March 07, 2019

India’s ruling political party, the BJP, remains the front-runner ahead of this year’s election but may have seen its popularity peak. What are the implications for investors if it fails to win enough votes to govern on its own?

Investment Insights
Mar 07
Investment Insights

Housing Indonesia's Population Boom

March 07, 2019

A sharply rising population and a government directed move to boost housing in Indonesia is highly favourable for domestic concrete producers.

Investment Insights
Feb 06
Investment Insights

A Sweet Spot For Asian Markets

February 06, 2019

Price-to-book ratios for Asian equities are well below the long-term average, even after January's bounceback in valuations.

Investment Insights
Feb 01
Investment Insights

Is Semiconductor Growth Over? Think again

February 01, 2019

Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.

Market Outlook
Jan 28
Market Outlook

Four outlooks for Europe

January 28, 2019

The outlook for European stocks appears more mixed than a year ago -- with similar potential for both very good and very bad outcomes based on the macro environment.

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