The Week: Gilts: collateral damage from the oil price spike
Gilts have been one of the assets hardest hit by the war in Iran – why?
Adviser-Hub 12th Mar 2026
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
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
Market view: Five frontier markets reshaping local-currency returns
Aberdeen explores the key drivers behind 2026’s most dynamic frontier markets – in five words.
Aberdeen Investments 12th Mar 2026
Calibrating portfolios for uncertainty
Welcome to Fidelity’s Kaleidoscope, where we investigate the key opportunities and risks presented by today’s era of heightened geoeconomic fragmentation. During uncertainty, investors...
Fidelity International 11th Mar 2026
Market Minutes: Navigating volatility
In this monthly video series, our Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. This month, portfolio manager Chris Forgan hig...
Managed Portfolio Service Masterclass
Hear from portfolio manager, Caroline Shaw in a panel discussion with Asset TV. She is joined by peers from Vanguard and Evelyn Partners as they discuss why diversification means more in today&rsqu...
CIO webinar: Examining the Iran conflict
Global markets have entered a period of heightened volatility following the latest escalation of tensions involving Iran, as energy prices and risk assets adjust to the prospect of a more sustained...
Fidelity International | Market Minutes: Navigating volatility
Ninety One | The new commodity order: geopolitics, AI and the scramble for resources
A new commodity order is taking shape, says Ninety One – it’s defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets...
Ninety One 10th Mar 2026
Ninety One | War in the Gulf
War in the Middle East has brought a longstanding geopolitical faultline into focus. The key question, says Ninety One, is whether this episode remains contained or escalates into a shock with glob...
Capital Group | The psychology of building portfolios to withstand any cycle
Before becoming a fixed income portfolio manager, the passion of Capital Group’s Shannon Ward was psychology. Today, she uses understanding people and behaviour to inform her investment strat...
Capital Group 10th Mar 2026
Capital Group | How to find generational AI businesses – the ‘move 37’ moment
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.
Capital Group | Black gold: the outlook for oil prices
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global e...
Why bond investors can’t ignore the AI revolution
AI’s influence on fixed income markets is only just beginning, and its eventual effects will become more apparent as time progresses. Even at this point, however, certain things are clear, sa...
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