Algorithmic alchemy: investing with optimism in AI
As well as investing in many leading artificial intelligence companies, Baillie Gifford is exploring uses of AI to improve how they invest on behalf of their clients.
Baillie Gifford 2nd May 2024
What if the Fed doesn’t cut interest rates this year?
Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.
Capital Group 2nd May 2024
Cash has further to run
As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity
Fidelity International 2nd May 2024
Market view: Asian stocks enter the dividend age
Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.
Fidelity International 18th Apr 2024
Market view: Emerging markets: why the asset class is worth the "bother"
Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.
abrdn 18th Apr 2024
Market view: Mixed economic signals puzzle fixed income investors
As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?
BNY Mellon Investment Management 18th Apr 2024
The Long View: four megatrends to watch
Capital Group’s portfolio managers and analysts are scouring the world for e.nduring trends that have the potential to transcend individual sectors and impact the broader investing landscape...
Capital Group 11th Apr 2024
Equity markets suggest all is well... but is it really?
Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...
Fidelity International 11th Apr 2024
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