Mexico’s Finance Minister resigns after just seven months and Turkey’s central bank governor is fired by the President.
Blind reliance on companies' environmental, social and governance (ESG) ratings is problematic for investors. Individual companies can receive different scores depending on the ratings provider, while some companies can look better than others simply because they have more resources devoted to reporting.
Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.
The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand.
The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.
Chart of the Week
Chart courtesy of Clarion Partners. Sources: NBER, Moody’s Analytics, Clarion Partners Investment Research as of July 2019. Each year is the start period for each recession or expansion. Past performance is no guarantee of future results. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
Chart of the Week
China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.
A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.
The European Parliament’s new appointments to top jobs will have important implications for the markets.
As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.
Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?
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.
Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.
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
Food and beverage companies face both threats and opportunities from societal change on how we regulate what we eat and drink.
Understanding trends among Chinese consumers is a key factor in assessing the Chinese equity market.
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