Analysis & Opinion

bg_uber020426ao Analysis & Opinion

Uber’s age of autonomy

Baillie Gifford explores why the taxi-tech giant is set to benefit from the shift to driverless cabs.

Baillie Gifford 2nd Apr 2026

fil_japan230326 Analysis & Opinion

Market view: Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 26th Mar 2026

bg_private260326 Analysis & Opinion

Private companies: Baillie Gifford’s philosophy

Peter Singlehurst explains how Baillie Gifford invests in Private Companies.

Baillie Gifford 26th Mar 2026

Analysis & Opinion

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 19th Mar 2026

bg_tomorrow190326 Analysis & Opinion

Tomorrow’s marvels, today

With Baillie Gifford, explore private growth investing, mega-cap private companies, and the future of IPOs.

Baillie Gifford 19th Mar 2026

fil_geop190326 Analysis & Opinion

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 19th Mar 2026

bg_120326 Analysis & Opinion

AI isn’t coming for your job. It’s coming for your mind

The people who thrive won’t be those who use AI most, but those who can still think without it, argues Baillie Gifford.

Baillie Gifford 12th Mar 2026

cpg_100326views Analysis & Opinion

3 views on the US-Iran conflict

Three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.

Capital Group 12th Mar 2026

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