Analysis & Opinion

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

nne_fed_091025_ao Analysis & Opinion

The Fed’s risk-management pivot: a green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 9th Oct 2025

nione_gold300925-1 Analysis & Opinion

Why gold stocks can shine on

After talking with gold companies at this year’s Mining Forum Americas, Ninety One’s George Cheveley came away confirmed in his view that the outlook for this equity sector remains brig...

Ninety One 2nd Oct 2025

abrdn_years_230925 Analysis & Opinion

15 years of clarity and consistency with MyFolio

Why is Aberdeen Investments’ MyFolio such a trusted adviser solution? Find out here.

Aberdeen Investments 2nd Oct 2025

fil_marketv011025 Analysis & Opinion

Market view: Fidelity International Q4 investment outlook: broader is better

Markets are back in risk-on mode, but investors should be selective in their portfolio construction. Best now to carry a broad basket of assets.

Fidelity International 25th Sep 2025

nine_govern011025 Analysis & Opinion

Government bonds: the end of the shock absorber

Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...

Ninety One 25th Sep 2025

abrdn_markuk021025 Analysis & Opinion

Market view: UK smaller companies: feeling supersonic

Don’t look back in anger, says Aberdeen Investments – it may be worth considering an allocation to UK small caps now.

Aberdeen Investments 25th Sep 2025

cpg_guessao_180925 Analysis & Opinion

Guess who’s beating the Magnificent Seven?

If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.

Capital Group 18th Sep 2025

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