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
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
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
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
The age of resilience: outperformers must first be survivors
Scottish Mortgage’s Tom Slater on the lesson from turbulent times.
Baillie Gifford 18th Sep 2025
Is it cake? The inflation episode
Markets are asking: is it inflation? Aberdeen Investments believes the Fed’s next move could hinge on the answer.
Aberdeen Investments 11th Sep 2025
Gap between reality and expectations threatens retirement goals
In Fidelity’s 2025 European Investor Sentiment Survey, the majority of respondents say they’re on track to meet their pension income goals – yet they don’t feel ready for a...
Fidelity International 11th Sep 2025
Under the bonnet: taking a deep dive into higher-conviction ETFs
Fidelity examines the new class of higher-conviction active ETFs, explaining how recent market developments are setting the stage for greater levels of active research to be delivered to investors...
Fidelity International 21st Aug 2025
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