A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.
Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?
Emerging Market Equities
Since its launch in 2009, Alibaba’s Singles Day has become the world’s largest shopping event. This year it expanded to six South East Asian countries and set new sales records.
Mexico’s Finance Minister resigns after just seven months and Turkey’s central bank governor is fired by the President.
Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.
Chart of the Week
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.
Chart of the Week
Fresh thinking from our managers on the issues investors are talking about now.
July data points to a picture that is probably not as bad as headlines suggest.
The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?
The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.
The European Parliament’s new appointments to top jobs will have important implications for the markets.
The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand.
As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.
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.
The Indian mobile communications market has consolidated around three players.
Largely a developed market phenomenon so far, incremental growth in REITs is likely to come from the emerging Asia markets.
A huddle of negative factors cooled investor sentiment towards emerging markets in 2018. Some of these factors have reversed and more could follow.
2018 Stewardship Report
Martin Currie releases its annual stewardship report detailing its commitment to ESG and activities to advance responsible corporate stewardship throughout the year
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