‘Sufficient income for life’ the new retirement paradigm

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In a major update on their research-based approach to retirement income portfolio construction, leading active equity investment manager Martin Currie Australia reaffirms that retirees need to rethink the use of typical defensive portfolios based on risk/return theory and adopt a ‘sufficient income for life’ approach. Martin Currie highlights in their newly released research paper[1] that the sufficient

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Will the house price boom be a boon for Australian banks?

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Australian house prices have risen to record levels, with the near unprecedented acceleration triggered by, among other factors, the COVID-19 pandemic crisis response to cut interest rates to near zero levels. In a recent research article, Matthew Davison, Senior Research Analyst for Martin Currie Australia, part of Franklin Templeton, discusses that while the national house

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Legg Mason Martin Currie Emerging Markets Fund added to Macquarie Wrap

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The Legg Mason Martin Currie Emerging Markets Fund has been added to the Macquarie Wrap investment platform, giving a larger group of investors access to a high-performing global emerging markets investment portfolio. Featuring a distinctive investment approach, the Fund is an actively managed, high-conviction strategy that aims to hold a well-diversified portfolio of 40-60 stocks across about

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To capitalise on the global economic recovery, look to emerging markets

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As the global economy returns to growth, investors looking to catch the growth wave should be looking to emerging markets, says Martin Currie, the active equity specialist investment manager of Franklin Templeton. “Take one example. In 2021, the global semiconductor market will approach US$500 billion in sales and there are concerns about a shortage of

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Martin Currie expands ESG analysis to include Carbon Value at Risk and U.N. Sustainable Development Goals, focus areas include modern slavery and climate change

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Martin Currie, the active equity specialist investment manager of Franklin Templeton, and steward of A$25 billion in assets under management as of February 28, 2021, has significantly enhanced its analysis of environmental, social and governance (ESG) factors. In its newly published annual stewardship report[1], Martin Currie outlines its activities over the past year, which include mapping

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China vs the rest: Geopolitical struggles impact investment outcomes

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Four years into an escalating confrontation and nearly a year into the first truly global pandemic in a century, the world is poised for a geopolitical and economic rollercoaster ride, according to Martin Currie, a global investment manager. Investors and asset owners are greatly impacted, so we need to track a variety of issues- historical

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Now is the time to invest in infrastructure

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Today, there is an undisputed infrastructure investment gap right around the world – as evidenced by the American Society of Civil Engineers (ASCE) regular reporting on the state of US infrastructure which has averaged grade D (meaning Poor, At Risk) since 1998. In developing countries, however, the ability to deliver these types of projects is

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The need for companies to pay out their dividends has never been greater

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Many companies are debating whether or not to pay out dividends, given current economic circumstances. Martin Currie, a leading Australian equities manager, has, ahead of Australia’s August 2020 reporting season, sent a letter to the chairperson of every major company in their Equity Income, Real Income and Ethical Income portfolios, highlighting the “Power of Dividends”

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Shifting the global balance: Emerging markets could be poised to replace the U.S. as the main engine of global growth as current trends normalise

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Martin Currie, a Legg Mason affiliate manager, present their view on the world economy in 2020. In the U.S., economic activity has been waning, principally caused by trade tensions with China.  There are “green shoots” in the negotiations, but as the tensions have escalated and tariffs have affected supply chains and product price inflation, the

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Springtime value for Australian equities

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Legg Mason’s affiliate Martin Currie says that despite the ‘green shoots’ in consumer spending leading into the recent reporting season and company results being broadly in-line with expectations, the EPS revisions by brokers post-results had the worst ratio of downgrades to upgrades in over 10 years[1]. Martin Currie Australia’s Chief Investment Officer, Reece Birtles notes: “The ‘green shoots’

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