They are uniquely placed to provide many of the solutions
Led by China, emerging market stocks have been on a relentless rally this year, outperforming all other equity markets. What are the risks to this remarkable recovery?
Concerns over dilution to shareholder returns and falling profitability are the key challenges for equity markets throughout Asia, said Paul Danes, investment director and Asia CEO of Martin Currie.
Commodities have had a tough time in the past two years. However, in tandem with a recovery in other global markets, natural resources funds could be due a revival. By Esther Armstrong
Martin Currie’s Andrew Sowerby recognised some time ago that the rapidly changing investment landscape required a radical overhaul of the company’s propositions. By Will Jackson