Martin Currie

1 month ago | trustnet.com | Michael Browne |Martin Currie

As the effects of the Autumn Budget ripple through the economy, the government may be forced to renege on election pledges. But now that bad news is good news again, fortune may favour the chancellor – and investors in the UK. The Budget, bonds and employer costsThree months on from the Autumn Budget and we’d struggle to say it has been a success. We’ve seen turmoil in the bond markets, with yields spiking on long-dated UK gilts.

Dec 11, 2024 | trustnet.com | Richard Bullas |Martin Currie

As the dust settles on Labour’s first Budget, Martin Currie’s Richard Bullas reflects on what this means for the UK's equity markets. We’ve not been shrinking violets about our positivity that a UK domestic resurgence has begun. Over the past couple of years, we’ve been banging the table about the underappreciated opportunity in UK equities through the combination of historically low valuations and economic strength not yet realised by the market.

Nov 5, 2024 | trustnet.com | Michael Browne |Martin Currie

Mid-cap stocks and emerging market equities could outperform once the dust from the US presidential race settles. The US presidential election campaign, which culminates today, has been extraordinary – marked by Joe Biden’s withdrawal as a candidate, the assassination attempts on Donald Trump and the abandonment of various electoral norms. For all the drama, the election remains finely balanced – especially in the crucial swing states.

Oct 17, 2024 | livewiremarkets.com | Andrew Chambers |Martin Currie

Infrastructure, REITs, and Utilities faced challenges during Covid-19, and in 2023 due to the market’s focus on rising interest rates, which overshadowed the long-standing pricing power of listed Real Assets. However, the tail end of 2024 has brought a shift. The headwinds of recent years are now turning into tailwinds for the sector. Inflation pass-through mechanisms, which can take months to years to manifest, are now positively impacting rents, tolls, and utility bills.

Jun 28, 2024 | livewiremarkets.com | Andrew Chambers |Martin Currie

AI is captivating investors worldwide with much promise of change and innovation, but how can income investors benefit from this boom? With AI growth exploding, listed Real Assets can provide steady income while benefitting from these substantial tailwinds. Critically, Real Asset investments such as Data Centres and Energy Utilities, are essential to AI’s growth. Being active and owning the right kind of listed Real Assets matters.