Analysis & Opinion

fil_spread111225as Analysis & Opinion

Market view: Spreads are tight – time to go short dated

Fidelity explains why short-dated high-quality corporate bonds remain a compelling choice for investors seeking income without taking on unnecessary risk.

Fidelity International 11th Dec 2025

nineo_seven111225as Analysis & Opinion

The Secret Seven: undervalued firms at the heart of AI infrastructure

The “Secret Seven” may represent one of the most overlooked opportunities in global equities. Ninety One tells us more.  

Ninety One 11th Dec 2025

abrdn_hsview041225 Analysis & Opinion

Market view: House view: equities, bonds and infrastructure lead the way

Emerging market equities, government bonds and infrastructure are some of Aberdeen’s preferred strategies as global growth steadies and new investment themes emerge.

Aberdeen Investments 4th Dec 2025

fil_uk201125ao Analysis & Opinion

Market view: Why UK equities are turning heads

Despite UK equities hitting record highs and international interest returning, opportunities remain, Fidelity’s Alex Wright believes the UK remains a compelling destination for investors.

Fidelity International 20th Nov 2025

abrdn_seeing201125ao Analysis & Opinion

Seeing the big picture: what art can teach us about modern portfolios

Pointillist art offers a compelling insight into building resilient portfolios – where each investment plays a role in shaping the whole. Aberdeen’s Simon Fox explains.  

Aberdeen Investments 20th Nov 2025

ao_japan131125 Analysis & Opinion

Japan’s capital revolution: a new era for active investors

Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?

Aberdeen Investments 13th Nov 2025

nineo_rebalancing131125 Analysis & Opinion

The great rebalancing

Ninety One explores a new cycle reshaping global equity leadership. 

Ninety One 13th Nov 2025

bg_emmk091025_ao Analysis & Opinion

Emerging markets: are you missing the point?

Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance. 

Baillie Gifford 9th Oct 2025

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