Insights

Get the latest news and insights into the trust

 
View [Monthly video update – October 2017] Global Equity Income Investment Update Oct 2017

Monthly video update – October 2017

How changing central bank policies and rising Brent Crude oil prices have impacted markets. Alan Porter from Martin Currie Income Team looks at some of the most interesting current themes for income investors.

Video 9 October 2017
View [Monthly video update – September 2017 ] Mark Whitehead video update

Monthly video update – September 2017

Head-scratching over the Phillips Curve and opportunities in the consumer space... Portfolio Manager Mark Whitehead looks at some of the most interesting current themes for income investors.

Video 18 September 2017
View [Monthly video update – August 2017] STS Investment Trust August 2017 update

Monthly video update – August 2017

Medicaid funding and the continued outperformance of tech companies... Portfolio Manager Mark Whitehead looks at some of the most interesting current themes for income investors.

Video 11 August 2017
View [Beware high-yielders? All that glitters…] BEWARE HIGH-YIELDERS? ALL THAT GLITTERS…

Beware high-yielders? All that glitters…

Capital gain typically takes centre stage despite ample evidence that a compounding dividend is the real hero over the long term. Finding companies that can reward shareholders consistently is the challenge, and here it is important to not shirk proper homework.

News 20 June 2017
View [What Korean life expectancy means for your savings] What Korean life expectancy means for your savings

What Korean life expectancy means for your savings

For the first time in history, a national life expectancy is set to surpass the 90-year barrier. Recent news that South Korea’s female population will soon reach this demographic landmark is further evidence of the world’s ageing population. As global income investors, we believe this heightens the need for investors to access sustainable and rising incomes, but also opens up many opportunities.

News 24 April 2017
View [David Sheasby appointed to the PRI ESG Engagements Advisory Committee] David Sheasby

David Sheasby appointed to the PRI ESG Engagements Advisory Committee

David Sheasby, Head of Stewardship & ESG at Martin Currie, has been appointed to the PRI (Principles for Responsible Investment) ESG Engagements Advisory Committee. Martin Currie’s extensive experience in engagement with investee companies, as well as the considerable work David has done in this area, prompted the PRI’s appointment.

19 April 2017
View [Martin Currie top rated for stewardship] Governance and sustainability annual report

Martin Currie top rated for stewardship

Our Stewardship Annual Report 2017 is your chance to understand the depth of our approach, as well as the prevalent issues, corporate engagement and significant achievements of the last 12 months.

3 April 2017
View [Latest video: Citywire Wealth Manager interviews Mark Whitehead] STS Citywire interview

Latest video: Citywire Wealth Manager interviews Mark Whitehead

Portfolio Manager, Mark Whitehead, explains the benefits of the new unconstrained approach, investment trends that he is looking to benefit from while investing in growth-focused companies and where he is finding opportunities in the wider universe.

Video 16 January 2017
View [Video interview: portfolio update] STS video home

Video interview: portfolio update

Portfolio Manager, Mark Whitehead, offers his views on key market events, recent additions to the portfolio and the recent enhancements to the investment process that are driving performance.

Video 10 January 2017
View [Don’t become a fish in the desert] Fish in the desert

Don’t become a fish in the desert

Brexit, inflation, low growth and weak commodity prices are collectively acting like an economic greenhouse effect that could potentially be increasing the dividend risk. Is the case stronger than ever for international equity exposure?

News 21 December 2016