Big U.S. Banks Had A Good Quarter. We Still Have No Plans to Invest in Them.
Zehrid Osmani, Head of Global Long-Term Unconstrained at Martin Currie, discusses the recent positive earnings reports from large U.S. banks and explains why their firm has no plans to invest in the banking sector.
Determined Investors Can Find Opportunities in Emerging Markets
Alastair Reynolds, Portfolio Manager at Martin Currie, discusses the opportunities for investors who look at high quality, sustainable growth companies in emerging markets.
SMA Vehicles Facilitate New Retail Investment Opportunities in Emerging Markets Poised for Growth
With many investors seeking to diversify their equity exposure as the U.S. bull market charges into its historic 10th year, asset managers are now providing innovative and cost-effective SMA offerings that provide US investors access to the full breadth of the emerging market universe; a feature not previously available.
U.S. Trade Wars with China Are Bad Policy – Not a Win for Trump
The United States and China are currently engaged in a massive trade war and an underlying technology-driven gridlock of “Cold War” proportions. Although investors have a clear view for short-term decision making, they’re beginning to worry that the likelihood of a quick solution from Washington DC is quite slim.