Market view: The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...
Ninety One 16th Jul 2026
US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
Fidelity International 16th Jul 2026
What is tokenisation?
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.
Baillie Gifford 9th Jul 2026
Private markets: a shift from momentum to selectivity
Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?
Aberdeen Investments 9th Jul 2026
2026 midyear investment outlook
Capital Group’s latest Outlook report offers actionable insights into global markets.
Capital Group 2nd Jul 2026
Rethinking value investing
A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.
Market view: US equities: where focus meets opportunity
Despite ongoing macro volatility, Fidelity’s Stephen DuFour highlights how the diversity of the US market continues to offer focused opportunities for earnings growth across several key areas...
Fidelity International 4th Jun 2026
The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story. Baillie Gifford tells us more.
Baillie Gifford 4th Jun 2026
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