Martin Currie's investment director Japan Claire Marwick talks about the presentation she has been giving at InvestmentEurope's Pan-European Summit in Lausanne.
Claire Marwick, investment director, Japan at Martin Currie, will consider the long/short approach to Japanese equities during the Pan-European Fund Selector Summit in Lausanne on 9-11 April.
Europe is trading at attractive values, while the US is overvalued, says Alan Porter, manager of the Martin Currie Global Equity Income Oeic and Securities Trust of Scotland.
Japan’s stimulus package could lift the country out of its 20-plus-year economic slump, according to John-Paul Temperley, investment director, Japan, at Martin Currie Investment Management
For a while earlier this year it appeared that emerging markets would pull the global economy through the slump suffered by developed markets. But with growth slowing, a new approach is needed. Caroline Allen reports.
Martin Currie's European Equity Income fund is revising its mandate towards yield in excess of that of the MSCI Europe ex UK index, as well as the potential for capital growth.
If the saying proves true that markets follow January's lead for the rest of the year, then equity investors should expect a very good 2012 - which may some relief after a particularly bad 2011.
Martin Currie's China absolute return fund, one portfolio caught up in the sudden removal of former firm manager Chris Ruffle last year, is reopening to subscriptions after announcing extra capacity is available.