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.
Portfolio Manager Dan Green discusses how three resilient consumer brands are offering a competitive edge for investors.
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?
Portfolio Manager, Dan Green describes the rapid evolution in the digital economy and highlights three small-cap firms that stand to benefit from it.
Portfolio manager Dan Green looks at the structural transformation taking place as UK businesses prepare to meet net-zero carbon targets.
Portfolio manager Dan Green analyses how shifting trends in content consumption are boosting businesses that create innovative content and own strong intellectual property (IP).
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
MAY 2023
08 NOVEMBER 2022
Join Shane Hurst, Portfolio Manager of our ClearBridge Infrastructure Strategies and Ajay Dayal, Client Portfolio Manager of ClearBridge Investments for a Q&A session.
04 NOVEMBER 2022
As bonfires illuminate the night sky, Ben Russon, Richard Bullas, and Tim Baker reflect on the thwarted gunpowder plot of 1605, drawing parallels to today’s political turmoil and assessing the road ahead for UK equities.
26 OCTOBER 2022
Following the collapse of the “Trussenomics” era, Ben Russon and Will Bradwell assess the task ahead for Rishi Sunak and how the UK market may react to the newly appointed prime minister.
10 OCTOBER 2022
Engulfed by panic, UK investors are reacting to the extraordinary degree of debt-funded fiscal loosening announced by the treasury.
02 SEPTEMBER 2022
Following the extraordinary general meetings of shareholders in the 14 sub-funds of Franklin Templeton Funds II (FTF II), we are pleased to announce that we have received shareholder approval…
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.