Energy price transmission is muted, but inflation risks remain
Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets, and where he sees the risks and opportunities for bond investors.
Fidelity International 27th Aug 2026
Multi-Asset: diversification beyond asset class labels
Aberdeen Investments believes that looking beyond labels can help investors build portfolios that are less dependent on any one market or economic outcome.
Aberdeen Investments 27th Aug 2026
Market view: EM still in its multi-year ascent
It has been another strong year for EM equities, but Ninety One’s Archie Hart and Varun Laijawalla explain the key reasons why they remain positive regarding the outlook.
Ninety One 27th Aug 2026
Played with precision: active ETFs with substance
The launch of Allianz Global Investors’ active exchange-traded fund (ETF) platform in Europe gives investors a new way to access their equity and fixed income capabilities.
Allianz Global Investors 27th Aug 2026
From disruption to resilience, the new supply-chain investment story
Supply chains are under pressure. But where could the next opportunities emerge? Aberdeen Investments takes a look
Aberdeen Investments 20th Aug 2026
The defensive power of equity income
With geopolitical uncertainty elevated and global equity markets concentrated around technology and AI, Fidelity explains why equity income can play a valuable defensive role in investor portfolios...
Fidelity International 20th Aug 2026
The market’s short memory
AI has transformed memory demand, but Micron’s history shows scarcity can fade fast, says Baillie Gifford.
Baillie Gifford 20th Aug 2026
SpaceX: past, present, future – and finding the next world-changers
What made Baillie Gifford invest in 2018, why its growth hinges on Starship, and what other industry is ripe for disruption?
Baillie Gifford 7th Aug 2026
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