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
Digital resilience in the era of AI
As digital technologies become more embedded in the global economy, their resilience is becoming a critical investment issue. Allianz Global Investors sees digital resilience as a shaper of long-te...
Allianz Global Investors 7th Aug 2026
Multi Asset Strategy Quarterly – July 2026
Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs their investment outlook for the coming quarter.
Ninety One 7th Aug 2026
AI in Europe: implications for productivity
The lesson from past technological revolutions is that the ultimate prize – stronger productivity growth – will depend less on where the technology is developed than on how effectively...
Capital Group 7th Aug 2026
Market view: Finding quality in emerging markets
Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...
Fidelity International 30th Jul 2026
Market view: The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...
Ninety One 16th Jul 2026
US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
Fidelity International 16th Jul 2026
What is tokenisation?
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.
Baillie Gifford 9th Jul 2026
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