He will connect the three pillars of this outlook: the macro, the markets, and the managers.
Re-wiring the future: pipes, roads & AI’s energy hunger.
The EM power play: does EM even need DM?
Between giants: the UK’s post-Brexit balancing act.
US exceptionalism: can innovation counter the dollar's decline?
In the ever-evolving landscape of global markets, the resilience and appeal of US equities continue to captivate the attention of UK investors.
Martin Currie CIO Michael Browne and members of the UK equity investment team explore the year ahead.
UK large-cap equities offer excellent value to potential investors. While concerns over economic conditions broaden the range of near-term outcomes, there are many longer-term reasons to invest.
While UK mid-caps face near-term challenges, a combination of strong fundamentals, attractive valuations, and potential sentiment shifts could present compelling investment opportunities.
We believe UK small-cap companies are set for a turnaround in 2025, driven by attractive valuations and strong fundamentals.
Robust M&A activity in the UK during 2024 should continue throughout 2025. This renewed dealmaking is drawing investor attention to the valuation opportunity in UK equities.
Our Martin Currie UK equity team were recently interviewed by Citywire where they explored the reasons why they are optimistic about the UK market.
Celebrating the 25th anniversary of our UK mid cap strategy.
With central banks beginning to loosen monetary policy, Merryn Somerset Webb discusses three investment ideas that you may find attractive in a falling rates environment. Is it time to stick or twist?
Revolutionising India’s tech and financial landscape.
Better railways, new fast trains and a focus on renewable energy
With a focus on manufacturing for export.
Achieving the ambitious manufacturing and export targets will require free trade agreements with key partners.
Is there a clear relationship between GDP and earnings growth in India?
AUGUST 2023
A Q&A with Lauren Romeo, portfolio manager on the FTF Royce US Smaller Companies Fund
15 JULY 2022
London 13 July 2022 - Legg Mason ClearBridge US Equity Sustainability Leaders Fund wins the North America award at the prestigious Fund Manager of the Year Awards.
Where do U.S. equity markets stand - and what should we watch for in the coming months?
Franklin Liberty Euro Green Bond UCITS ETF invests primarily in green bonds, which are a type of bond where proceeds are tied to global projects with environmental benefits.
A defensive global fund that aims to deliver a balance of capital growth and stable income.
