Tariff resilience: what makes some companies stand strong?
Capital Group highlights some characteristics of companies that could be well positioned to weather the shifting tides of trade policy.
Capital Group 10th Jul 2025
Picture this: higher yields ≠ higher returns
Since the start of 2025, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, Ninety One believes investors should find diffe...
Ninety One 10th Jul 2025
The European renaissance
Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.
Baillie Gifford 3rd Jul 2025
Market view: Rethink how rising market concentration affects your portfolio
Concentration in equity markets has reached unprecedented levels, raising critical questions about diversification, valuation, and risk for equity investors. First Sentier Investors tells us more.&...
FSSA Investment Managers 3rd Jul 2025
Market view: European smaller companies: normal service resumed?
Since 2001, small caps have outpaced large caps globally. Yet, says Aberdeen, many investors still steer clear. Time to take another look?
Aberdeen Investments 26th Jun 2025
From the sidelines to the playing field
Fidelity explains the role of cash amid heightened market uncertainty.
Fidelity International 29th May 2025
Why income investing in emerging markets?
Most often associated with growth investing, Aberdeen explores how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.
Aberdeen Investments 29th May 2025
Management quality: how FSSA identifies teams built to last
FSSA Investment Managers invest in businesses they expect to be part of their portfolio for decades to come – that’s why they put such a premium on the quality of management teams. FSSA Investment Managers 15th May 2025
FSSA Investment Managers invest in businesses they expect to be part of their portfolio for decades to come – that’s why they put such a premium on the quality of management teams.
FSSA Investment Managers 15th May 2025
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