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

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06 Apr 2021

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,

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07 Dec 2020

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

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30 Oct 2020

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,

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11 Aug 2020

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

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05 Feb 2020

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

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01 Oct 2019

Budget surplus to drive consumption

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The Federal budget is expected to be in surplus for the first time since just prior to the global financial crisis in 2008. Economic forecasters are suggesting a surplus level

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03 Apr 2019

What we’ve learned so far, this reporting season – Proposed franking changes front of mind

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Australia’s semi-annual reporting season is almost coming to an end. Profit results are being clouded by negative sentiment on politics, financial conditions and house prices. “But politics is also creating

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04 Mar 2019

Reporting season dominated by cost pressures and high P/E- What does this mean for investors?

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The current Australian reporting season has largely overlooked the fundamentals, instead rewarding stocks with high P/E ratios regardless of lackluster earnings, according to the active equity specialist Martin Currie, an affiliate of

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10 Sep 2018

Investment opportunities abound across China’s ‘digital silk road

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The advance of China’s digital economy over the last few years has been nothing short of incredible says Kim Catechis, Head of Emerging Markets at Martin Currie, the active equity

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07 Jun 2018