The new US administration: economic unorthodoxy – panel discussion video #1
The world’s largest economy has lost its last AAA credit rating. Its debt levels are at war-time highs, and about to get higher with the enactment of the ‘big beautiful bill’. Is...
Adviser-Hub 1st Jul 2025
How to navigate US markets in 2025 and beyond
US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...
Fidelity International 11th Jun 2025
Globalisation isn’t dead. It’s changing.
The series of tariffs launched by the US government from early April prompted a wave of criticism from world leaders.
Capital Group 10th Jun 2025
Emerging markets in a fractured world
This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.
Adviser-Hub 1st Apr 2025
Harnessing growth themes in emerging markets
For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...
Adviser-Hub 31st Mar 2025
Emerging markets' two behemoths: China and India explored
China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...
Adviser-Hub 27th Mar 2025
Emerging markets in a fractured world – panel discussion video #3
In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant e...
Harnessing growth themes in emerging markets – panel discussion video #2
Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean...
Adviser-Hub 26th Mar 2025
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