Adviser-Hub articles

abrdn_invest290425 Partner Zone

The Investment Outlook Q2 2025 from Aberdeen Investments

Navigating the complexities of tariffs and political uncertainty can be challenging. Gain insights and investment ideas from Aberdeen's experts in the latest Investment Outlook.

Aberdeen Investments 29th Apr 2025

cpgrp_five240425 Partner Zone

Equities: Diversification is still the only free lunch in investing

Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio? 

Aberdeen Investments 29th Apr 2025

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Macro: Tariff uncertainty dominates, leads to hard questions

How may Trump's tariffs reshape investing? How are we adjusting our model portfolio? Explore the profound uncertainty and potential damage to the world economy.

Aberdeen Investments 29th Apr 2025

abrdn_privatem290425 Partner Zone

Private Markets: an investment haven in an uncertain world?

Find out how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the benefits now.

Aberdeen Investments 29th Apr 2025

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Sustainability: Is this the end for sustainable investing?

Can this be the end of the road? Discover the transatlantic split and evolving strategies amid the political backlash. How may asset managers adapt?

Aberdeen Investments 29th Apr 2025

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Globalisation isn’t dead. It’s changing.

Globalisation isn’t dead, says Capital Group’s Steve Watson – it is, however, changing in a significant way. 

Capital Group 28th Apr 2025

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Treasury market turmoil: How might the Fed react?

Capital Group’s Thomas Reithinger and Doug Kletter assess the factors at play in the Treasuries market.

Capital Group 28th Apr 2025

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Five charts that put market volatility in perspective

Capital Group shares five insights that can help investors regain confidence and stay invested for the long haul.

Capital Group 28th Apr 2025

Partner Zone

Unravelling the forces behind the recent US Treasury sell-off

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, examines the key drivers behind the recent sell-off of US Treasuries and the impact of US trade policy on yields over the longer ter...

Fidelity International 25th Apr 2025

Partner Zone

Making sense of gilt market volatility

Despite market speculation about potential Bank of England intervention, Fidelity fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such mea...

Fidelity International 25th Apr 2025

Partner Zone

Unfollow the market’s direction of travel

Fidelity explains how equity market neutral strategies can harness the power of volatility.

Fidelity International 25th Apr 2025

Partner Zone

How China is prepared to safeguard its economic recovery

Entering Q2 2025, China's economy shows signs of recovery amid ongoing US-China trade tensions, with tariffs impacting exports but less reliance on the US market offering some cushioning.

Fidelity International 25th Apr 2025

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Baillie Gifford | Scottish Mortgage Portfolio Update Q1 2025

Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions.<...

Baillie Gifford 25th Apr 2025

Partner Zone

Scottish Mortgage Portfolio Update Q1 2025

Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions.<...

Baillie Gifford 25th Apr 2025

Partner Zone

Why we see real opportunity for active investors in China now

Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the LSE, portfolio manager Dale Nicholls takes stock of recent events and o...

Fidelity International 25th Apr 2025

Partner Zone

What to do when long bonds behave like stocks?

The volatility profile of long-duration assets necessitates a broader reconsideration of portfolio construction norms. Cash - often considered a drag on performance - is reclaiming a position of st...

Fidelity International 25th Apr 2025

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Navigating market turmoil: a guide for MyFolio clients

Our strategy for managing risks and enhancing long-term performance.

Aberdeen Investments 23rd Apr 2025

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Infrastructure equities - firm foundations for a volatile world

Josh Duitz outlines the potential benefits of infrastructure equities in a world of heightened market volatility.

Aberdeen Investments 23rd Apr 2025

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Real estate: a spotlight on the Energy Performance of Buildings Directive

Could the EU's updated performance standards help unlock opportunities?

Aberdeen Investments 23rd Apr 2025

abrdn_emd230425 Partner Zone

March 2025 EMD Review and Outlook: Tariff woes grow

Our summary of developments in emerging market debt in March 2025 and outlook.

Aberdeen Investments 23rd Apr 2025

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Baillie Gifford | Baillie Gifford Managed Fund Q1 investment update

Investment manager Steven Hay and investment specialist Philip Scott give an update on the Managed Fund covering Q1 2025.

Baillie Gifford 22nd Apr 2025

Partner Zone

Baillie Gifford Managed Fund Q1 investment update

Investment manager Steven Hay and investment specialist Philip Scott give an update on the Managed Fund covering Q1 2025.

Baillie Gifford 22nd Apr 2025

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Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 22nd Apr 2025

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Opportunities for investors after mood shift in commodity markets

At commodity conferences in the US, a mood change among industry players was palpable. In the mining sector, the stage is set for a pick-up in mergers and acquisitions. Even in agriculture, attitud...

Ninety One 22nd Apr 2025

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Trump unleashes trade policy, shakes markets, adapts the rules, sets a course

Trump’s sweeping trade reset marks the largest US tariff escalation in nearly a century. Ninety One’s Investment Institute unpacks the policy shift, outlines scenario-based outcomes, an...

Ninety One 22nd Apr 2025

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Your top ten factor-based enhanced index FAQs

What are factors? What’s an enhanced index fund? We address your questions.

Aberdeen Investments 22nd Apr 2025

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Quick take on Trump’s tariff pause

Even if Trump negotiates deals to mitigate the effects of tariffs relatively soon, Capital Group believes we should consider a scenario where he continues to disregard historical norms in policy de...

Capital Group 14th Apr 2025

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What do tariffs mean for emerging market debt?

Capital Group’s Kirstie Spence assesses how EMs will be impacted by the tariffs.

Capital Group 14th Apr 2025

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Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 14th Apr 2025

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Emerging markets today: from macro beta to micro alpha

Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...

Ninety One 11th Apr 2025

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Hidden GEMS: blurred lines – the EM’ification of DM

Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.

Ninety One 11th Apr 2025

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EM corporate debt: a compelling and complementary asset class

EM corporate debt can bring distinct benefits to portfolios, making it a valuable addition to US high-yield credit allocations. Ninety One explains.

Ninety One 11th Apr 2025

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Why allocate to natural resources equities from a US equity allocation

With inflation proving sticky, and the long-term outlook for commodities supported by resource underinvestment and electrification, Ninety One believes the case for natural resources equities is st...

Ninety One 11th Apr 2025

Partner Zone

Quality Income for volatile times

Against a backdrop of increased uncertainty and volatility, investors may benefit from strategies that focus on quality and income factors that have the ability to produce steady and robust returns...

Fidelity International 11th Apr 2025

Partner Zone

Rise to the challenge: income in 2025

Do you want income from your capital? How much do you want and what are you prepared to sacrifice for it?

Fidelity International 11th Apr 2025

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MyFolio Roundtables

These sessions, taking place throughout April and May, will explore the evolution and benefits of MyFolio fund ranges. Join us for insightful updates on the changing landscape of risk-targeted mult...

Aberdeen Investments 8th Apr 2025

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Aberdeen Investments | Unlocking potential in 2025 with UK Smaller Companies

What makes UK small-caps an attractive strategy right now?

Aberdeen Investments 8th Apr 2025

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Aberdeen Investments | Unlocking potential in 2025 with Global Infrastructure Equity

Which three big themes are converging to create infrastructure opportunity?

Aberdeen Investments 8th Apr 2025

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Aberdeen Investments | Unlocking potential in 2025 with Enhanced Index investing

Are you seeking a cost-efficient solution with outperformance potential?

Aberdeen Investments 8th Apr 2025

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Unlocking potential in 2025 with Short Dated Enhanced Income

Can investors make cash work harder with a short dated enhanced income strategy?

Aberdeen Investments 8th Apr 2025

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Baillie Gifford | Upfront: Tariffs, Minerals and Managed Fund

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the lat...

Baillie Gifford 7th Apr 2025

Partner Zone

Upfront: Tariffs, Minerals and Managed Fund

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the lat...

Baillie Gifford 7th Apr 2025

abrdn_unlockingpotentials_sdei VIDEO

Aberdeen Investments | Unlocking potential in 2025 with Short Dated Enhanced Income

Can investors make cash work harder with a short dated enhanced income strategy?

Aberdeen Investments 7th Apr 2025

Partner Zone

US tariffs are serious threat to global growth

The new US tariffs sound the death knell of globalisation. Fidelity believes markets have underestimated their scale and there are substantial risks to global growth as a result.

Fidelity International 4th Apr 2025

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Five factors to watch in multi-sector credit

Investors in multi-sector income strategies may capture value by shifting allocations strategically across a diversified mix of sectors, says Capital Group.

Capital Group 3rd Apr 2025

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Don’t be fooled by the headlines, credit still looks good

Despite the headlines, Capital Group believes this remains a positive environment for credit.

Capital Group 3rd Apr 2025

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Will economic uncertainty knock the Fed off course?

Capital Group’s Timothy Ng, Fixed Income Portfolio Manager, explains his thinking about the probabilities behind the different scenarios, and considerations for portfolio positioning.

Capital Group 3rd Apr 2025

cpgp_tarrifs200325 Partner Zone

Understanding tariffs in five charts

Tariffs are making headlines as the Trump administration implements trade policies. But what are they, why are they used, and how do they impact investors? Capital Group economists explain with fiv...

Capital Group 3rd Apr 2025

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Baillie Gifford | European growth: unique brands, hidden champions

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

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Capital Group | Charting the course for tomorrow’s cruiseliners

The first episode of the Analyst View, Capital Group’s new podcast series, charts the future of the luxury cruise liner industry.

Capital Group 3rd Apr 2025

Partner Zone

Are European stocks coming back into favour?

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

Partner Zone

Scottish Mortgage on Joby Aviation's air taxis'

Joby Aviation’s vision of speeding passengers above gridlocked streets from A to B is getting closer. Tom Slater, manager of Scottish Mortgage Investment Trust explains what it will take to b...

Baillie Gifford 3rd Apr 2025

Paice_Europe_video VIDEO

Baillie Gifford | Are European stocks coming back into favour?

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

Partner Zone

How to navigate US markets in 2025 and beyond

Fidelity’s investment team outline five key themes that may explain some of the short-term volatility, but ultimately underpin the compelling case for investing in US equity markets.

Fidelity International 1st Apr 2025

Partner Zone

Investing in times of greater uncertainty

Against an increasingly uncertain macroeconomic backdrop, a selection of Fidelity’s multi asset portfolio managers explore how they approach investing in this environment and how they have ta...

Fidelity International 1st Apr 2025

Partner Zone

Asia will fare best: Fidelity International analysts on tariffs and trade tensions

Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.

Fidelity International 1st Apr 2025

Partner Zone

The case for Japan

Amid heightened global market volatility triggered by President Trump’s trade policies, Fidelity’s local investment team outline the attractive opportunities in Japan’s stock mark...

Fidelity International 1st Apr 2025

Partner Zone

Waves of change

Baillie Gifford investment manager Dave Bujnowski and investment specialist Phil Rae uncover how US market disruptions are reshaping growth opportunities for patient investors.

Baillie Gifford 1st Apr 2025

Partner Zone

Why ants, scaffolding and long jumps matter to growth investors

Baillie Gifford’s Kirsty Gibson explores the role of culture in successful organisations, and the common characteristics underpinning them.

Baillie Gifford 1st Apr 2025

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Baillie Gifford | Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Partner Zone

Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Partner Zone

Fed will wait and see on tariffs

March’s meeting saw the US Federal Reserve firmly in wait and see mode. Tariffs and growth are the issues.

Fidelity International 27th Mar 2025

Partner Zone

Strat chat: Unwinding of the US exceptionalism trade

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against...

Fidelity International 27th Mar 2025

Partner Zone

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...

Fidelity International 27th Mar 2025

Partner Zone

UK: a fertile hunting ground for contrarian investors

The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology...

Fidelity International 27th Mar 2025

Partner Zone

Podcast: The Investor’s Guide to Asia: Forced to innovate

Negative headlines about geopolitics might suggest Asian companies will struggle to push technological boundaries. Quite the opposite, say Fidelity portfolio manager Tina Tian and technology analys...

Fidelity International 27th Mar 2025

HE_fractured270325 VIDEO

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...

Adviser-Hub 27th Mar 2025

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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

nione_banks260325 Partner Zone

Crisis, central banks and a comeback: why gold equities shine today

Investors looking for opportunity in today’s uncertain markets should take a fresh look at gold equities. While the long-term case for gold is well established, immediate market dynamics are...

Ninety One 26th Mar 2025

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Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy

Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.

Ninety One 26th Mar 2025

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How adversity is inspiring innovation in Brazil

High interest rates and uncertainty have created a challenging backdrop for Brazilian companies. But some businesses are using adversity to catalyse innovation.

Ninety One 26th Mar 2025

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Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...

Ninety One 26th Mar 2025

abrdn_time250325 Partner Zone

Is it time to look beyond passive investing to enhanced indexation?

Discover a cost-efficient quantitative investment strategy with outperformance potential. Find out more with Aberdeen Investments. 

Aberdeen Investments 25th Mar 2025

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Baillie Gifford | Scottish Mortgage Podcast: Nubank

Deputy manager Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience has changed the game in Latin America, and how it could impact the fina...

Baillie Gifford 24th Mar 2025

Partner Zone

Scottish Mortgage interviews Nubank CEO

In this podcast, Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience could impact the financial landscape globally.

Baillie Gifford 24th Mar 2025

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Baillie Gifford | Scottish Mortgage Podcast: Nubank

Deputy manager Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience has changed the game in Latin America, and how it could impact the fina...

Baillie Gifford 24th Mar 2025

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Emerging markets' two behemoths: China and India explored – panel discussion video #1

China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...

Adviser-Hub 21st Mar 2025

cgp_macro180325 Partner Zone

Macro brief: growing risks to India’s demographic dividend

Capital Group’s Anirudha Dutta, Macro Analyst, assesses the challenges that could dent – but not derail – the India story.

Capital Group 18th Mar 2025

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Why global fixed income strategies are important in today’s market environment

Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.

Capital Group 18th Mar 2025

Partner Zone

Crossing the river: what Fidelity learnt from China’s NPC

While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...

Fidelity International 17th Mar 2025

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Ninety One | Beyond the traditional

In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...

Ninety One 17th Mar 2025

Partner Zone

What do tariffs mean for bond investors?

Fidelity’s fixed income portfolio managers highlight why they continue to find the best risk-adjusted opportunities in the front end of the sterling credit curve.

Fidelity International 17th Mar 2025

Partner Zone

Finding value in overlooked Asian companies

Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC and the Fidelity Asian Smaller Companies and China Focus Funds, reviews the fundamental backdrop facing investors in Asia.

Fidelity International 17th Mar 2025

Partner Zone

Unlocking the power of active ETFs

Fidelity outlines how its active ETFs can help investors navigate shifting dynamics by targeting specific market exposures and investment outcomes.

Fidelity International 17th Mar 2025

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Is the market’s bet on US exceptionalism being tested?

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

nione_beyond130325 Partner Zone

Beyond the traditional

In the latest episode of From the Income Desk, Ninety One’s Jason Borbora-Sheen and Darpan Harar join Ellie Clapton to discuss the opportunities that lie beyond traditional fixed income alloc...

Ninety One 13th Mar 2025

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Picture this: a tale of two tails in credit markets

Ninety One explains why bank capital is among specialist credit markets that present a smarter choice for investors.

Ninety One 13th Mar 2025

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MyFolio Managed is evolving into MyFolio Core

Read Aberdeen Investments’ latest article on their changes to the multi-asset range, lower fees, and wider investment options across the universe.

Aberdeen Investments 11th Mar 2025

nione_pays130325 Partner Zone

Why it pays to be active in EM equities

Passive equity strategies have gained considerable market share in large, liquid, developed markets. However, their adoption in emerging markets remains limited. Ninety One explores why emerging ma...

Ninety One 11th Mar 2025

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Decoding tariffs: what’s the economic impact?

With growing noise around tariffs, Capital Group outlines what it is doing to consider a range of potential outcomes for the economy, markets and companies.

Capital Group 11th Mar 2025

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How to talk to clients about Bitcoin

Bitcoin and other cryptocurrencies have captured the imagination of investors, rising to become a more accepted and influential asset class. Capital Group takes a closer look.

Capital Group 5th Mar 2025

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Three views on where to invest under Trump 2.0

Three Capital Group investment professionals offer their take on opportunities and vulnerabilities as the Trump administration seeks to drastically reshape foreign and domestic policy.

Capital Group 5th Mar 2025

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Five keys to investing in 2025

Watch Capital Group portfolio manager Rob Lovelace and economist Jared Franz discuss economic cycles, developments in AI and healthcare, and the impact tariffs could have on markets.

Capital Group 5th Mar 2025

Partner Zone

Private growth: looking over the overlooked

Learn more from Baillie Gifford about the key features and attributes of the growth equity asset class.

Baillie Gifford 4th Mar 2025

Partner Zone

What dancing robots tell us about the possibilities of investing in China

China’s economy is increasingly driven by innovation and policy that supports technology and science. The recent breakthroughs in AI reinforce our view that China is an allocation worth makin...

Fidelity International 4th Mar 2025

Partner Zone

Strat chat: Fading Trump trades

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Amid th...

Fidelity International 4th Mar 2025

Partner Zone

Latin America equities: Reasons for optimism

The Latin America index derated significantly last year as fiscal pressures in Brazil, and a volatile political backdrop for Mexico squeezed equity markets. However, Chris Tennant, co-portfolio man...

Fidelity International 4th Mar 2025

Partner Zone

Why we are cautiously optimistic on China

China's economic landscape presents a mix of challenges and opportunities for investors. While tariffs and regulatory concerns have impacted sentiment, the focus on domestic revenue-generating...

Fidelity International 4th Mar 2025

Partner Zone

Sustainability outlook 2025: ESG as BAU

A recent survey we conducted alongside Coalition Greenwich shows that environmental, social, and governance concerns remain high on investors agendas.

Fidelity International 4th Mar 2025

Partner Zone

Webinar: The case for multi asset income in today’s macro environment

Fidelity Global Multi Asset Income portfolio managers Talib Sheikh and Becky Qin discuss their outlook for the strategy, portfolio positioning and key highlights of 2024, including performance. In...

Fidelity International 4th Mar 2025

Partner Zone

AI’s big breakthrough won’t happen this year

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technolog...

Fidelity International 4th Mar 2025

Partner Zone

A real assets recovery in the UK

Real assets like property and infrastructure are presenting new opportunities in the UK. Learn how Baillie Gifford is taking advantage of them.

Baillie Gifford 4th Mar 2025

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Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

Partner Zone

Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

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Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

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Could Trump derail a potential US capex supercycle?

Several large stimulus programmes introduced by the Biden administration have been scaled back. Capital Group outlines how global companies across a variety of sectors could be impacted by US polic...

Capital Group 27th Feb 2025

Partner Zone

The current opportunity in European equities

Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Desp...

Fidelity International 27th Feb 2025

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Hidden GEMs: Argentina’s remarkable turnaround

Ninety One’s Christine Reed, Emerging Market Fixed Income Portfolio Manager, charts Argentina’s remarkable turnaround story and considers the broader lessons for emerging market debt in...

Ninety One 25th Feb 2025

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Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...

Baillie Gifford 25th Feb 2025

Partner Zone

Scottish Mortgage Investor Webinar: Your Questions Answered

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...

Baillie Gifford 25th Feb 2025

Partner Zone

Positive Conversations

Explore the Baillie Gifford’s Positive Change Team’s latest environmental, social and governance (ESG) report and find out why interactions with companies make a difference. Capital at...

Baillie Gifford 24th Feb 2025

Partner Zone

Enhancing portfolio resilience with diversifying liquid alternatives

The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...

Fidelity International 18th Feb 2025

Partner Zone

Bank of England Blog: disagreement and agreement

Fidelity fixed income portfolio manager Kris Atkinson outlines his latest views on interest rate risk from here and highlights why he still remains long UK duration.

Fidelity International 18th Feb 2025

Partner Zone

Weak UK outlook calls for nuanced approach

Multi Asset Open portfolio managers Caroline Shaw and Chris Forgan discuss why the weak growth outlook for the UK requires a more nuanced investment approach. They share how they are taking the bes...

Fidelity International 18th Feb 2025

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Assessing the impact of US tariffs

What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.

Capital Group 18th Feb 2025

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Should investors be nervous about the stock market?

Does the sudden flare-up in volatility signal it’s time for investors to be more cautious? Or can the powerful market rally continue? For Capital Group CIO Martin Romo, the short answer is ye...

Capital Group 18th Feb 2025

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Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 18th Feb 2025

cpgrp_economy180225 Partner Zone

Are we seeing a generational shift in the global economy?

Right now, it appears there are several transformational changes happening all at once. Capital Group explores how equity markets are responding. 

Capital Group 18th Feb 2025

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How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 18th Feb 2025

Partner Zone

Discovery: our philosophy

Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.

Baillie Gifford 17th Feb 2025

Partner Zone

Unconventional research: profile of an investigative researcher

Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive appr...

Baillie Gifford 17th Feb 2025

Partner Zone

Pacific Horizon: opportunities in Asia ex Japan

Roddy Snell reflects on the past year and explores future opportunities of the Baillie Gifford Pacific Horizon Investment Trust.

Baillie Gifford 17th Feb 2025

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Aberdeen Investments | Why is now a good time to consider MyFolio Index?

Are you an adviser seeking risk-targeted solutions for your clients? Watch and hear about the MyFolio Index. 

Aberdeen Investments 17th Feb 2025

abrdn1_1702025 Partner Zone

Is it (finally) a small caps world after all?

A look at the what, why, how, and when in the US small-cap space and the outlook for the rest of 2025.

Aberdeen Investments 17th Feb 2025

abrdn_myfolio170225smll Partner Zone

Why is now a good time to consider MyFolio Index?

Are you an adviser seeking risk-targeted solutions for your clients? Watch and hear about the MyFolio Index. 

Aberdeen Investments 17th Feb 2025

abrdn2_1702025 Partner Zone

UK real estate market outlook Q1 2025

Real estate fundamentals are supportive in the UK, and we expect income yields and active management to drive returns. Read more about our UK outlook.

Aberdeen Investments 17th Feb 2025

abrdn3_1702025 Partner Zone

European real estate market outlook Q1 2025

We no longer anticipate any further falls in prime European all-property values. We discuss our outlook for European real estate.

Aberdeen Investments 17th Feb 2025

abrdn4_1702025 Partner Zone

North America real estate market outlook Q1 2025

In the US, we are most positive about the multifamily sector, as excess supply should be absorbed by mid-2025. We highlight the key real estate themes in our US outlook.

Aberdeen Investments 17th Feb 2025

abrdn5_1702025 Partner Zone

Asia-Pacific (APAC) real estate market outlook Q1 2025

Within APAC, Japan and Korea are the top-two markets where we have the highest conviction. Read more about our APAC real estate outlook.

Aberdeen Investments 17th Feb 2025

abrdn6_1702025 Partner Zone

Global real estate market outlook Q1 2025

The global economic landscape is unfolding with a mix of robust growth prospects and looming challenges. We discuss what lies ahead for global real estate.

Aberdeen Investments 17th Feb 2025

abrdn7_1702025 Partner Zone

Tariff man strikes back, or the phantom trade war?

Discover our latest thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates and geopolitics?

Aberdeen Investments 17th Feb 2025

abrdn8_1702025 Partner Zone

DeepSeek and AI: is the arms race over?

Chinese company DeepSeek recently launched its new large language model, creating a seismic shift in the tech world. So, what’s next?

Aberdeen Investments 17th Feb 2025

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Baillie Gifford | Scottish Mortgage interviews Blockchain.com’s CEO

Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.

Baillie Gifford 14th Feb 2025

bg_blockchain_ppg140225 Partner Zone

Baillie Gifford | Scottish Mortgage interviews Blockchain.com’s CEO

Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.

Baillie Gifford 14th Feb 2025

Partner Zone

Scottish Mortgage interviews Blockchain.com’s CEO

Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.

Baillie Gifford 14th Feb 2025

Partner Zone

Positive Change: investor letter Q4 2024

The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences. Capital at risk.

Baillie Gifford 13th Feb 2025

Partner Zone

The Investment Podcast: Why research gives you an edge

What do thousands of company meetings tell investors about the state of the world in 2025? Fidelity International’s annual Analyst Survey answers this question and more.

Fidelity International 13th Feb 2025

nione_tackling110225 Partner Zone

Tackling tariff risks

With US trade tariff-related uncertainty now top-of-mind for investors, Thys Louw and Aurelie Martin present Ninety One’s proprietary framework for assessing sovereign vulnerability and expla...

Ninety One 11th Feb 2025

nione_em110225 Partner Zone

EM debt: the evolution of an asset

Significant evolution in emerging market debt has resulted in a better quality and highly diverse opportunity set that is ripe with alpha-capture potential, says Ninety One.

Ninety One 11th Feb 2025

nione_nintendo110225 Partner Zone

Nintendo: an innovative giant

Ninety One's Abrie Pretorius explains why Nintendo's ability to continually innovate has helped build an unmatched portfolio of titles and lock in an army of adoring customers. 

Ninety One 11th Feb 2025

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The evolution of MyFolio Managed to MyFolio Core range

Allows abrdn access to full freedom to invest in internal and external active and passive funds. 

Aberdeen Investments 11th Feb 2025

MyFolio core pic VIDEO

abrdn Investments | The evolution of MyFolio Managed to MyFolio Core range

Allows abrdn access to full freedom to invest in internal and external active and passive funds. 

Aberdeen Investments 10th Feb 2025

cpgp1five_050225 Partner Zone

Five core bond portfolio themes for 2025

Capital Group fixed income portfolio manager Pramod Atluri outlines five themes expected to drive core bond portfolios in 2025.

Capital Group 5th Feb 2025

cpgp2rob_050225 Partner Zone

Rob Lovelace on what could drive markets in 2025

As we enter the mid-point of the decade, Capital Group’s Rob Lovelace shares his equity market outlook and the investment themes driving his portfolio decisions.

Capital Group 5th Feb 2025

cpgp3_050225 Partner Zone

2025 and beyond: key industry and market trends

Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...

Capital Group 5th Feb 2025

Partner Zone

Diabetes: investing for positive change

Baillie Gifford’s Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.

Baillie Gifford 4th Feb 2025

bg_diabetes280125 Partner Zone

Diabetes: investing for positive change

Baillie Gifford’s Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.

Baillie Gifford 4th Feb 2025

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Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2024

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...

Baillie Gifford 31st Jan 2025

Partner Zone

Scottish Mortgage Portfolio Update Q4 2024

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...

Baillie Gifford 31st Jan 2025

Partner Zone

Model me this: Fidelity’s annual Analyst Survey

Fidelity’s annual Analyst Survey gels the views of more than 100 analysts who cover sectors and companies across the world in detail and in depth.

Fidelity International 30th Jan 2025

Partner Zone

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

Partner Zone

AI revolution: behind the 'overnight' success

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford 30th Jan 2025

Partner Zone

Why growth investing works

Basing asset allocation on the short term won’t help you in the long run. Baillie Gifford explains why.

Baillie Gifford 30th Jan 2025

Partner Zone

Inevitable and investable: five long-term growth drivers

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

Baillie Gifford 30th Jan 2025

Partner Zone

Bonds of contention: unravelling volatility in UK gilts

Gilts have been in the spotlight as part of the recent global bond selloff, with many market narratives surrounding the latest turmoil. Here, fixed income portfolio manager Shamil Gohil outlines th...

Fidelity International 30th Jan 2025

Partner Zone

Patience and resilience are key for China’s equity markets in the Year of the Snake

Fidelity China Equity portfolio managers Dale Nicholls and Hyomi Jie share their latest views on the risks and opportunities facing investors in the region.

Fidelity International 30th Jan 2025

Partner Zone

The return of Donald Trump: start of the deals

Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.

Fidelity International 30th Jan 2025

abrdn_hedge300125 Partner Zone

H1 2025 hedge fund outlook

abrdn Investments examines what may be in store for the asset class in the new year, including insights, projections, trends, and implications.

Aberdeen Investments 30th Jan 2025

Partner Zone

Scottish Mortgage interviews Solugen’s CEO

How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast. Capital at ri...

Baillie Gifford 24th Jan 2025

Partner Zone

Baillie Gifford Managed Fund: Investment Update

Investment manager Iain McCombie and investment specialist Paul Roberts give an update on the Managed Fund covering Q4 2024. Capital at risk. 

Baillie Gifford 24th Jan 2025

Partner Zone

Five inevitable and investable long-term growth drivers

From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the years ahead in this episode of Short Briefings...

Baillie Gifford 24th Jan 2025

abrdn_frontier230125 Partner Zone

Frontier bonds: reward versus risk is still attractive in 2025?

abrdn’s Kevin Daly explains why he thinks frontier country bonds should offer more reward than risk in 2025.

Aberdeen Investments 23rd Jan 2025

cgp_pers220125 Partner Zone

Perspectives on equity markets for Q1 2025 and beyond

To help investors explore the investment implications in global equity markets over the near and longer term, Capital Group has published the first of its quarterly Equity Perspectives reports.

Capital Group 22nd Jan 2025

cgp_keying220125 Partner Zone

5 keys to investing in 2025

Capital Group’s latest ‘5 keys to investing’ report highlights some interesting takeaways about the current environment and shares potential actions to consider as investors evalu...

Capital Group 22nd Jan 2025

cgp_duration220125 Partner Zone

Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 22nd Jan 2025

Partner Zone

Accessing robust equity markets through Quality Value ETFs

With high valuations continuing to pose a risk in some parts of the market, Fidelity explains the attributes of its Quality Value ETFs, which seek to capture equity market upside through a differen...

Fidelity International 21st Jan 2025

bg_podcast VIDEO

Baillie Gifford | Five inevitable and investable long-term growth drivers

From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the years ahead in this episode of Short Briefings...

Baillie Gifford 21st Jan 2025

bgmanaged_q4 VIDEO

Baillie Gifford | Baillie Gifford Managed Fund: Investment Update

Investment manager Iain McCombie and investment specialist Paul Roberts give an update on the Managed Fund covering Q4 2024. Capital at risk. 

Baillie Gifford 21st Jan 2025

Partner Zone

Where next for Digital Assets and bitcoin in 2025?

Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed developments in the digital asset landscape with Martha Reyes, Research Analyst at Fidelity Digital Assets®...

Fidelity International 21st Jan 2025

Partner Zone

Gilt selloff: Return of Truss 2.0?

The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco....

Fidelity International 20th Jan 2025

Partner Zone

Webinar: The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in...

Fidelity International 20th Jan 2025

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Baillie Gifford | Scottish Mortgage interviews Solugen’s CEO

How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast. Capital at ri...

Baillie Gifford 20th Jan 2025

Partner Zone

The concentration conundrum: challenge or opportunity?

In today’s era of US mega caps, exceptional growth opportunities often lie in less researched companies, says Baillie Gifford.

Baillie Gifford 17th Jan 2025

Partner Zone

Global Alpha Insights: investing in resilience beyond political cycles

Baillie Gifford’s Amy Dinwoodie, investment specialist, explains why they believe elections don't impact stock market returns and why your Global Alpha portfolio remains well-positioned r...

Baillie Gifford 17th Jan 2025

Partner Zone

Monks’ musings: sweeter coffee and building scale

Backing the Dutch Bros coffee chain, and Builders FirstSource’s push into higher-margin goods.

Baillie Gifford 17th Jan 2025

Partner Zone

Finding opportunities in China amid volatility

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro...

Fidelity International 17th Jan 2025

abrdn_smllcps150125 VIDEO

abrdn Investments | abrdn bitesize - Small caps: too big to ignore

Kirsty Desson talks about the abrdn Global Smaller Companies Fund and why investors should look at small caps.

Aberdeen Investments 15th Jan 2025

abrdn_vol150125 VIDEO

abrdn Investments | abrdn bitesize - Fixed income: embracing volatility

Luke Hickmore talks fixed income markets, interest rates and how we will position the abrdn Strategic Bond Fund.

Aberdeen Investments 15th Jan 2025

nione5_earn140125 Partner Zone

Quality earnings are more predictable than the market

Ninety One’s Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.

Ninety One 14th Jan 2025

nione4_beyond140125 Partner Zone

Beyond the headlines: uncovering opportunities in emerging markets

Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.

Ninety One 14th Jan 2025

nione3_defen140125 Partner Zone

Build defences and diversify your income sources

Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer … investors seeking steady income and portfolio resilience shou...

Ninety One 14th Jan 2025

nione2_opport140125 Partner Zone

Opportunities at a low point in the sentiment cycle

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of r...

Ninety One 14th Jan 2025

nione1_building140125 Partner Zone

A building global recovery

Ninety One’s Philip Saunders and Sahil Mahtani explore where the smart capital will be heading in 2025 – and where the pitfalls lie.

Ninety One 14th Jan 2025

nione_hidgem070125 Partner Zone

Hidden GEMs: how to stop worrying and learn to live with (if not love) tariffs

Ninety One’s Alan Siow, Co-Head of Emerging Market Corporate Debt, explains why a new US tariff regime, while potentially creating some turbulence, need not be the existential threat that som...

Ninety One 7th Jan 2025

nione_fash070125 Partner Zone

Delivering fashionable returns

Anna Farmbrough explains why Ninety One’s Quality team believes that Next, with its market-leading online platform and innovative approach to growth, is well placed to deliver sustained growt...

Ninety One 7th Jan 2025

nione_third070125 Partner Zone

The third lever

Monetary, fiscal, migration: Ninety One explores how the US recession was averted in 2022-2023.

Ninety One 7th Jan 2025

nione_nat070125 Partner Zone

Five reasons to allocate to natural resources equities (it’s not just about inflation!)

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 7th Jan 2025

hubth_070125 VIDEO

Hub Themes | 2025 Outlook

As we say goodbye to 2024 and head into 2025, Hub Themes – a curated selection of articles from our sponsors – takes a look at some of the key questions, themes and trends that are set...

Adviser-Hub 7th Jan 2025

Partner Zone

The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China as well as opportunities in m...

Fidelity International 7th Jan 2025

Partner Zone

CIO 2025 Outlook - A divergent shift

Senior members of Fidelity’s investment team explore the key factors driving markets and analyse the implications for the world's major asset classes as we head into 2025.

Fidelity International 7th Jan 2025

cgp_fixed070125 Partner Zone

Fixed income outlook: resilient US provides an anchor

The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond. 

Capital Group 7th Jan 2025

cgp_outlk070125 Partner Zone

2025 Outlook: We have seen this movie before

As we head into 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.

Capital Group 7th Jan 2025

cgp_stkmk070125 Partner Zone

Stock market outlook: AI leads a broadening market

Clear tailwinds are gathering behind equity markets, providing an upbeat outlook for stocks in 2025.

Capital Group 7th Jan 2025

Partner Zone

Baillie Gifford Managed Fund: 30 years of growth

Iain McCombie, co-manager of the Managed Fund, reflects on 30 years at Baillie Gifford, highlighting the firm's adaptability and long-term focus amidst volatile markets. 

Baillie Gifford 3rd Jan 2025

BGTV UPFRONT EP09_ 10 VIDEO

Baillie Gifford | Upfront: episode 9

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Baillie Gifford 18th Dec 2024

Managed Fund Citywire YT Thumbnail VIDEO

Baillie Gifford | Three questions to ask your growth manager

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.
 

Baillie Gifford 18th Dec 2024

Partner Zone

Upfront: episode 9

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Three questions to ask your growth manager

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they are looking to position the portfolios against an evolv...

Fidelity International 17th Dec 2024

Partner Zone

Where next for Digital Assets and bitcoin in 2025?

Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed the latest developments in the digital asset landscape with esteemed guest speaker, Martha Reyes, Research Ana...

Fidelity International 17th Dec 2024

Partner Zone

Opportunities in US mid-cap equities in ‘America-first’ environment

Fidelity Global Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw share their outlook for 2025 and provide an insight into how they are looking to position the portfolios aga...

Fidelity International 17th Dec 2024

Partner Zone

All-in yields remain attractive in sterling corporate bond markets

Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an...

Fidelity International 17th Dec 2024

Partner Zone

The Baillie Gifford Japan Trust: Manager Insights

Investment manager Matthew Brett explores the trust's performance, strategic shifts towards sustainable growth, and the exciting potential of Japanese technological advancements and AI.

Baillie Gifford 17th Dec 2024

Partner Zone

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 17th Dec 2024

Partner Zone

Companies in Europe still offer compelling opportunities

Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...

Fidelity International 17th Dec 2024

cp_emd Partner Zone

EMD: A credible long-term asset allocation candidate

Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.

Capital Group 16th Dec 2024

Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

bg_silicon111224 Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

Partner Zone

Tech opportunities to broaden beyond AI dominance

Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...

Fidelity International 5th Dec 2024

Partner Zone

Focus on high quality dividend companies set to continue

Fidelity Global Dividend and Sustainable Global Equity Income portfolio managers Dan Roberts and Aditya Shivram share their outlook for 2025 and how they are looking to position the portfolios agai...

Fidelity International 5th Dec 2024

Partner Zone

Outlook for global mid-caps looks positive

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 5th Dec 2024

nione_yrballta Partner Zone

The year of the ballot

FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha, says Ninety One.

Ninety One 5th Dec 2024

nione_trump261124 Partner Zone

Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham examines how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system. <...

Ninety One 5th Dec 2024

nione_balan211124 Partner Zone

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 5th Dec 2024

Partner Zone

Why not just invest in the index?

Partner Stuart Dunbar explores why, as an active manager, Baillie Gifford can add value beyond investing in an index over the long term.

Baillie Gifford 3rd Dec 2024

Partner Zone

The age wave: investing in the needs of an ageing society

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.

Baillie Gifford 3rd Dec 2024

Partner Zone

Emerging markets: rethinking the opportunity

Baillie Gifford explains why it’s time to rethink opportunities in emerging markets.

Baillie Gifford 3rd Dec 2024

Partner Zone

Private companies: investing in trailblazers

The three Rs – relationship, reputation and research – are key to private company investing.

Baillie Gifford 3rd Dec 2024

Partner Zone

2025: Year of the active ETF

The active European ETF market has continued its impressive growth in 2024, and is likely to continue to grow rapidly over the coming year.

Fidelity International 2nd Dec 2024

Partner Zone

Outlook 2025: All change

The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.

Fidelity International 2nd Dec 2024

Partner Zone

Macro 2025: US poised to reflate

A material shift in politics makes reflation of the US economy our base case for 2025.

Fidelity International 2nd Dec 2024

Partner Zone

Equities 2025: New avenues

A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.

Fidelity International 2nd Dec 2024

Partner Zone

Fixed Income 2025: Rates make return journey

After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.

Fidelity International 2nd Dec 2024

Partner Zone

Multi Asset 2025: Late cycle with a twist

We are positive on risk assets despite being later in the cycle.

Fidelity International 2nd Dec 2024

Partner Zone

Why UK equities offer attractive buying opportunities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, shares his outlook for 2025 and provides an insight into how he is looking to position the portfolios against an...

Fidelity International 2nd Dec 2024

Partner Zone

Positive fundamentals boost optimism for risk assets

Fidelity Multi Asset Income portfolio managers Talib Sheikh, George Efstathopoulos and Becky Qin share their outlook for 2025 and provide an insight into how they are looking to position the portfo...

Fidelity International 2nd Dec 2024

Partner Zone

Fidelity’s macro outlook for 2025: US poised to reflate

A material shift in politics makes reflation of the US economy Fidelity’s base case for 2025. Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, gives his outlook.

Fidelity International 29th Nov 2024

abrdn_infradeb281124-1 Partner Zone

Infrastructure debt - a catalyst for net zero in the UK and Europe

abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?

Aberdeen Investments 28th Nov 2024

abrdn_monthnov271124 Partner Zone

The Monthly Macro Outlook Video - November 2024

In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

Aberdeen Investments 28th Nov 2024

abrdn_monthnov271124 VIDEO

abrdn Investments | The Monthly Macro Outlook Video - November 2024

In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

Aberdeen Investments 27th Nov 2024

nione_alcon271124-1 VIDEO

Ninety One | Looking into Alcon

Ninety One’s portfolio manager Abrie Pretorius details why our Quality team believes that Alcon – with its dominant position in the eye care market and strong balance sheet – is w...

Ninety One 27th Nov 2024

Partner Zone

Positioning for a late-cycle environment

Amid heightened geopolitical risks, Fidelity Multi Asset Open range portfolio manager Chris Forgan outlines his views on the current market backdrop and where he sees opportunities across asset cla...

Fidelity International 26th Nov 2024

Partner Zone

Navigating bond markets in a volatile post-election market

It might be an exaggeration to roll out the often-misattributed quote that “There are decades where nothing happens; and there are weeks where decades happen”. However, Kris Atkinson, f...

Fidelity International 26th Nov 2024

Partner Zone

The Investor's Guide to China podcast: Chinese e-commerce goes global

The rise of Chinese online shopping platforms like Temu and Shein is evidence that the country has gone from selling goods abroad to exporting entire business models. Can China’s e-commerce c...

Fidelity International 26th Nov 2024

Partner Zone

Autumn Budget 2024 – key takeaways

Chancellor Rachel Reeves delivered the much-anticipated first Budget of the new Labour government on 30 October, outlining her plans to plug the £22 billion ‘black hole’ in the na...

Fidelity International 26th Nov 2024

Partner Zone

Trump wins

Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.

Fidelity International 26th Nov 2024

Partner Zone

Labour’s first budget – Potential Truss 2.0 or benign for markets?

With the government’s inaugural budget fast approaching, there has been some speculation that recent rises in gilts yields could be indicative of investors anticipating a ‘Truss 2.0&rsq...

Fidelity International 26th Nov 2024

cg_ecoout261124 Partner Zone

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year.

Capital Group 26th Nov 2024

cg_globalinv Partner Zone

Global investment grade thoughts from Damir Bettini

According to Capital Group’s Damir Bettini, all-in yields on global investment grade credit of between 4.5% and 5%, for an asset class that is A-minus rated on average, seem attractive.

Capital Group 26th Nov 2024

cg_whttrump261124 Partner Zone

What Trump’s win could mean for banks, autos and luxury goods

Given the change in US leadership, separating the winners and losers of Trumponomics 2.0 is front and centre for many investors.

Capital Group 26th Nov 2024

cp_usele211124 Partner Zone

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 26th Nov 2024

hube_uselection VIDEO

Hub Themes | US Election

Following the election of Donald Trump as the 47th US President, Hub...

Adviser-Hub 25th Nov 2024

Partner Zone

Scottish Mortgage: manager review

Manager Tom Slater shares highlights, challenges, and explains how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead. Capital at risk.

Baillie Gifford 21st Nov 2024

ninone_china201124 Partner Zone

China: recovery or relapse?

The rollout of China’s most substantial stimulus package in years raises the question: should investors reassess their stance on China? Ninety One investigates.

Ninety One 20th Nov 2024

ninone_quality201124 Partner Zone

Quality: an evolution of positioning, but not principles

Clyde Rossouw explains why the inherent adaptability of his team’s Quality approach has enabled the constituents of Global Franchise to evolve over time, without compromising their purist qua...

Ninety One 20th Nov 2024

ninone_uselection201124 Partner Zone

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute, reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters....

Ninety One 20th Nov 2024

ninone_uselect2201124 Partner Zone

US election 2024

Ninety One’s Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.

Ninety One 20th Nov 2024

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Looking into Alcon

In this short video, Ninety One’s portfolio manager Abrie Pretorius details why Alcon is well placed to benefit from the structural growth opportunity that the industry offers.

Ninety One 20th Nov 2024

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Reasons to believe: time for fixed income

As interest rates drop and inflation cools, abrdn assess the most promising segments of the fixed income market.

Aberdeen Investments 20th Nov 2024

abrdn_divers201124 Partner Zone

Diversified Assets - Rapid-fire Note

Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.

Aberdeen Investments 20th Nov 2024

abrdn_trump211124 Partner Zone

What does a Trump presidency mean for EM equities?

abrdn’s Devan Kaloo looks at how the US presidential election result might impact emerging market equities.

Aberdeen Investments 19th Nov 2024

Partner Zone

Growth investing: why the hunt for outliers remains compelling

It’s not about growth or value – it’s about the few companies that drive stock market returns.

Baillie Gifford 18th Nov 2024

Partner Zone

Autumn Budget – what it means for your clients and their money

No surprises from Rachel Reeves’s tax-spend-and-borrow Budget, says Fidelity’s Tom Stevenson.

Fidelity International 18th Nov 2024

Partner Zone

An expansionary shift for US policy?

Fidelity’s Talib Sheikh shares his take on the US election result, the outlook for asset classes, and how Fidelity’s multi asset income range is positioned, highlighting the increased e...

Fidelity International 18th Nov 2024

Partner Zone

China macro & policy insights: China stimulus and impact

Fidelity’s locally based team share their perspectives on the impact of China’s recent stimulus measures and their implications for markets.

Fidelity International 18th Nov 2024

Partner Zone

It’s time to lock in these yields… while you still can

Fidelity’s Ben Deane assesses the credit landscape, highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for invest...

Fidelity International 18th Nov 2024

Partner Zone

The case for equity market neutral strategies in five charts

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 17th Nov 2024

Partner Zone

Scottish Mortgage: Quarterly Data Pack

Access the latest data-led analysis on the Scottish mortgage portfolio, including updates on performance, private companies and recent transactions. Capital at risk.

Baillie Gifford 13th Nov 2024

cg_quickt121124 Partner Zone

Quick take: impact of US election results on emerging markets

In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...

Capital Group 12th Nov 2024

cg_curve121124 Partner Zone

Ahead of the Curve: what US resilience means for bond investors

Capital Group’s latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.

Capital Group 12th Nov 2024

cg_victory121124 Partner Zone

Trump’s victory signals major policy shifts ahead

Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs, may come faster than expected — potentially in the early months of 2025, says Capital Group.

Capital Group 12th Nov 2024

cg_stocks121124 Partner Zone

Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal.

Capital Group 12th Nov 2024

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Baillie Gifford | Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

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Baillie Gifford | Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment lands...

Baillie Gifford 7th Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive,  revealing a far more interesting investment...

Baillie Gifford 7th Nov 2024

nione_mac311024 Partner Zone

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 5th Nov 2024

Partner Zone

Why small cap strife means big opportunities in immature companies

Small cap strife: big opportunities - Baillie Gifford explores the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Baillie Gifford 4th Nov 2024

Partner Zone

Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 4th Nov 2024

Partner Zone

China’s stimulus to spark a sustained stock revival?

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why China’s stimulus measures could turn the tide in economic fundamentals, potentially driving a sustained...

Fidelity International 4th Nov 2024

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Baillie Gifford | Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

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Baillie Gifford | Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

Partner Zone

Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

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Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 29th Oct 2024

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What to expect between Election Day and the inauguration

If past trends are any indication, 5 November could be just the beginning, says Capital Group.

Capital Group 29th Oct 2024

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The rise of AI and ESG

AI is touching almost every corner of the global economy – but what are the implications for ESG issues?

Capital Group 29th Oct 2024

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Q4 investment outlook introduction and house view on asset classes

In abrdn’s latest Investment Outlook we provide our latest house view, our scenarios around the US presidential election and a series of topical perspectives from our asset class experts.

Aberdeen Investments 23rd Oct 2024

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abrdn Investments | The start of a new real estate cycle?

abrdn reviews substantial re-pricing risk now in the rear-view mirror, now could be an opportune time to start thinking about your clients’ real estate allocations.

Aberdeen Investments 23rd Oct 2024

ninety_podcsta Partner Zone

Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025. Ninety One’s Paul Gooden explains there are still opportuni...

Ninety One 22nd Oct 2024

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Notes from the road: why investors should take heart from a ‘sober’ gold-sector gathering

Gold is at record highs, yet attendance at the biggest annual gold-industry conference was well below average, which says something useful about sentiment and what investors can expect, says Ninety...

Ninety One 22nd Oct 2024

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The road ahead for equities

What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?

Capital Group 22nd Oct 2024

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Baillie Gifford | Why now for corporate credit?

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford 21st Oct 2024

Partner Zone

Why now for corporate credit?

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford 21st Oct 2024

Partner Zone

Identifying quality across Asia

Nitin Bajaj, portfolio manager for Fidelity Asian Values PLC, discusses his approach to identifying opportunities across Asia and how he is always looking to find quality businesses with strong fun...

Fidelity International 18th Oct 2024

Partner Zone

Do US elections matter for stock returns?

Baillie Gifford explores what the past tells us about a new US president’s impact on growth companies.

Baillie Gifford 18th Oct 2024

Partner Zone

Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 18th Oct 2024

Partner Zone

Navigating the bond landscape

Bonds offer a unique blend of diversification and potential returns. How does the Baillie Gifford Managed Fund capitalise on this? Manager Steven Hay explains.

Baillie Gifford 18th Oct 2024

Partner Zone

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 18th Oct 2024

Partner Zone

Future stocks

Discover which three stocks have caught the eyes of Baillie Gifford’s investment specialists.

Baillie Gifford 18th Oct 2024

Partner Zone

Income investing in a cooling inflationary environment

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 18th Oct 2024

Partner Zone

Exploring a different take on global equities investing

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes explore how the global small and mid-cap segment offers investors attractive sources of diversification and return...

Fidelity International 18th Oct 2024

Partner Zone

Scottish Mortgage in conversation with Wise CEO

Kristo Käärmann, co-founder of digital payments platform Wise, tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movemen...

Baillie Gifford 17th Oct 2024

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Four AI bottlenecks could bolster old-economy companies

Certain resource constraints could prevent AI growth rates from meeting lofty expectations, but the bottlenecks might not be where you expect, says Capital Group.

Capital Group 17th Oct 2024

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Baillie Gifford | Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

Partner Zone

Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

abrdn_empower151024 Partner Zone

Empowering future generations

abrdn’s commitment to long-term financial wellbeing, via tools and knowledge for long-term savings and investments to prepare future generations for retirement. 

Aberdeen Investments 15th Oct 2024

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abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership global bond market by aiming to enhance bondholder stewardship practices.

Aberdeen Investments 15th Oct 2024

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Taking a broader look at Asia: the ASEAN opportunity

In the wake of China and India’s dominance, smaller ASEAN countries have slipped under the investment radar and valuations in select companies look increasingly attractive. 

Capital Group 15th Oct 2024

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Impact of US elections on emerging market currencies

Capital Group’s Jens Søndergaard examines what the outcome of the US election could mean for EM currencies through the impact on tariffs, sanctions, US fiscal policy, unorthodox econom...

Capital Group 15th Oct 2024

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Quicker and more aggressive easing now expected from European Central Bank

With risks to growth building, Capital Group expects the ECB to bring forward cuts in its policy rate, meaning the easing cycle will likely be quicker and more aggressive than previously thought.&n...

Capital Group 15th Oct 2024

cpg_benjamin151024 Partner Zone

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 14th Oct 2024

ninone_macro141024-1 Partner Zone

Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 14th Oct 2024

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Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 14th Oct 2024

Partner Zone

Baillie Gifford Managed Fund: navigating the bond landscape

Bonds offer a unique blend of diversification and potential returns. How does the Managed Fund capitalise on this? With a strategic mix of government and corporate bonds, the Managed Fund aims to o...

Baillie Gifford 14th Oct 2024

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Baillie Gifford | Future Stocks: Our best investment ideas in the US

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...

Baillie Gifford 14th Oct 2024

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Baillie Gifford | Future Stocks: Our best impact investing ideas

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk.

Baillie Gifford 14th Oct 2024

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Baillie Gifford | Future Stocks: Our best balanced investment ideas

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best investment ideas in the US

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best impact investing ideas

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best balanced investment ideas

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...

Baillie Gifford 14th Oct 2024

abrdn_bbfxedin101024 VIDEO

abrdn | Breakfast briefing: Fixed Income - Time for outcome-based?

Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.

Aberdeen Investments 10th Oct 2024

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abrdn | abrdn UK Smaller Companies Fund Update - August 2024

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

Aberdeen Investments 10th Oct 2024

abrdn_smllcom101024 Partner Zone

abrdn UK Smaller Companies Fund Update - August 2024

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

Aberdeen Investments 10th Oct 2024

Partner Zone

Income investing in a cooling inflationary environment

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 10th Oct 2024

abrdn_bbfxedin101024 Partner Zone

Breakfast briefing: Fixed Income - Time for outcome-based?

Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.

Aberdeen Investments 10th Oct 2024

Partner Zone

Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

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Baillie Gifford | Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

ninone_macro141024-1 Partner Zone

US yield curve dis-inversion: what it means and how to trade it

Ninety One’s Alex Holroyd-Jones discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it should continue steepening.

Ninety One 8th Oct 2024

Partner Zone

Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 8th Oct 2024

Partner Zone

Bond correlations normalise, but will it hold?

The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.

Fidelity International 7th Oct 2024

Partner Zone

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 7th Oct 2024

Partner Zone

The importance of focus

Baillie Gifford’s Brogan Harris explains why focus and patience are crucial elements when investing and identifying growth companies.

Baillie Gifford 7th Oct 2024

Partner Zone

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-ter...

Fidelity International 7th Oct 2024

Partner Zone

Fed goes big but volatility ahead

Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...

Fidelity International 7th Oct 2024

Partner Zone

US exceptionalism could continue but diversification remains key

One of the most consistent themes over the past 15 years has been the outperformance of US equities – Fidelity explores why they have been so successful and whether the trend will continue.

Fidelity International 7th Oct 2024

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Fidelity International | Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 7th Oct 2024

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Fidelity International | Fund in Five: Fidelity Short Dated Corporate Bond Fund

Kris Atkinson, discusses the factors in the market which are boosting the appeal for the asset class. He shares why by focusing on those credits where there is a story behind them, the fund looks t...

Fidelity International 7th Oct 2024

cp_jemerson41024a VIDEO

Capital Group | John Emerson on the US election run in

Geopolitical analyst and vice chair of Capital Group John Emerson shares his insights on the upcoming US Presidential election. He discusses key factors to watch, the potential outcomes, and how in...

Capital Group 4th Oct 2024

cp_fed41024a VIDEO

Capital Group | Fed insights webinar: Post-meeting analysis and market impact

Fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader fixed income...

Capital Group 4th Oct 2024

Partner Zone

Introducing Fidelity’s guide to investing in the energy transition

The breadth and implications of the energy transition reveal a lot for investors to consider, so Fidelity has compiled a practitioner's guide to some of the key topics.

Fidelity International 3rd Oct 2024

Partner Zone

Beyond Silicon Valley

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation – discover how Scottish Mortgage maps the US’s new economic geogr...

Baillie Gifford 3rd Oct 2024

cgp_johnem21023a Partner Zone

John Emerson on the US election run

John Emerson, geopolitical analyst and vice chair of Capital Group, shares his insights on the upcoming US Presidential election, including key factors to watch, potential outcomes, and how investo...

Capital Group 2nd Oct 2024

cgp_fed21024a Partner Zone

Fed insights webinar: post-meeting analysis and market impact

Capital Group fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader...

Capital Group 2nd Oct 2024

cgp_stock21024a Partner Zone

Has stock market concentration reached a tipping point?

Capital Group believes that hyperconcentration in the US stock market may be nearing a peak.

Capital Group 2nd Oct 2024

cgp_conflu21024a Partner Zone

A confluence of change: how to thrive on generational shifts in the global economy

Following events that began to unfold in 2022, Capital Group believes we are now in a market cycle marked by structurally higher interest rates, more volatile inflation, and elevated geopolitical t...

Capital Group 2nd Oct 2024

nineo_disloc24924a Partner Zone

Picture this: dislocation and distress in high-yield debt

The combination of historically expensive valuations and elevated levels of distress makes the high-yield corporate debt market an unattractive destination today. Investors can find a much better r...

Ninety One 24th Sep 2024

abrdn_concentra Partner Zone

Help clients navigate investment concentration risks

Katie Trowsdale at abrdn Investments explores multi-asset opportunities beyond the Magnificent Seven with MyFolio.

Aberdeen Investments 24th Sep 2024

Partner Zone

Why technical leaders have the advantage in the AI era

Scottish Mortgage manager Tom Slater explains how Meta, Shopify, Roblox and Spotify all benefit from having chief executives with a deep understanding of developing technologies.

Baillie Gifford 24th Sep 2024

abrdn_choppya Partner Zone

Navigate choppy waters with the help of bonds

Find out if an allocation to fixed income could help smooth the way with abrdn's Jamie Irvine.

Aberdeen Investments 19th Sep 2024

ninety_qualitya Partner Zone

Ninety One's definition of a quality company

The definition of 'quality' can be subjective – Ninety One's Clyde Rossouw explains why we are drawn to businesses that possess five key attributes.

Ninety One 19th Sep 2024

hubex_vid318924a VIDEO

Where does value lie in the UK market? – panel discussion video #3

UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...

Adviser-Hub 18th Sep 2024

Partner Zone

Looking through recent market volatility

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 17th Sep 2024

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How UK markets are changing – panel discussion video #2

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 17th Sep 2024

Partner Zone

Investing in Asia’s next phase of development

Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.

Fidelity International 17th Sep 2024

Partner Zone

US exceptionalism could continue but diversification still key

One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. Why have US equities been so successful and will the trend continue?

Fidelity International 17th Sep 2024

Partner Zone

Slowdown is here, time to de-risk

Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atki...

Fidelity International 17th Sep 2024

cpgrp_incomark17924a Partner Zone

Fixed income markets: when the stars align

Bonds now offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle, says Capital Group.

Capital Group 17th Sep 2024

cpgrp_bonds17924a Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 17th Sep 2024

cpgrp_useconomy17924a Partner Zone

US economy poised for a soft landing. What comes next?

A great deal of market commentary over the past several months has focused on the potential for the US economy to achieve a “soft landing.” What exactly is that?

Capital Group 17th Sep 2024

hubex_16924vid1a-1 VIDEO

Can political and economic stability drive UK equities? – panel discussion video #1

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 16th Sep 2024

abrdn_equity6924 VIDEO

abrdn Investments | Are you en route to active equity income?

An active manager like abrdn will do all the pedalling, seeking out stocks with the potential for growth and income. Watch this video with Matt Williams to discover more.

Aberdeen Investments 16th Sep 2024

abrdn_podium16924a VIDEO

abrdn | Will it be a podium finish for real estate?

Preparation is the key to identifying tomorrow’s winning real estate markets. Watch Anne Breen’s video to discover more. 

Aberdeen Investments 16th Sep 2024

arbdn_chop16924 VIDEO

abrdn | Navigate choppy waters with the help of bonds

We believe investors who get on board now could lock in today’s high yields. Watch Jamie Irvine’s video to discover more.

Aberdeen Investments 12th Sep 2024

nine_decadea Partner Zone

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. Ninety One discusses how this evolution has transformed the investment l...

Ninety One 11th Sep 2024

nine_fivea Partner Zone

EM equities: five factors point to a rebound

Ninety One analyses assesses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 11th Sep 2024

abrdn_cipa Partner Zone

Is CIP-licity the ultimate sophistication?

abrdn explains how using multi-asset funds in your CIP can boost business valuation by streamlining operations, reducing costs, and freeing up client time.

Aberdeen Investments 5th Sep 2024

ninety_qualitya VIDEO

Ninety One | Our definition of a Quality company

We spend our time looking for quality companies, but the definition of ‘quality’ can be subjective. Ninety One’s Clyde Rossouw explains why we are drawn to busi...

Ninety One 4th Sep 2024

capital_3invest-1 Partner Zone

Three investment ideas from second-quarter earnings

Capital Group explores three investment ideas from the latest round of earnings reports.

Capital Group 4th Sep 2024

pm_landing Partner Zone

Thinking beyond the landing

Although our base case remains for a soft landing, it is important to keep an open mind, given the extraordinary events of the past few years, says Capital Group.

Capital Group 3rd Sep 2024

ninety_podcsta Partner Zone

US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 3rd Sep 2024

ninebottma Partner Zone

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 28th Aug 2024

nine_falla Partner Zone

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 28th Aug 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest, and highlights several warning signs for investors to note.

Ninety One 28th Aug 2024

ninety_chgmarkta Partner Zone

Find value in a changing market

Beware the ‘cyclical’ case for value – hoping the market will re-rate value stocks en masse – and find out why Ninety One’s Value team believes in a ‘structural&...

Ninety One 28th Aug 2024

Partner Zone

The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.

Fidelity International 27th Aug 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...

Ninety One 20th Aug 2024

nine_falla Partner Zone

Anatomy of a fall

Ninety One’s Sahil Mahtani, Head of Macro Research, discusses how a growth scare, in the context of an almighty positioning unwind, should not detract from what is still likely to be a soft l...

Ninety One 20th Aug 2024

abrdn_incinvesta Partner Zone

Discover the power of income investing

abrdn advocates for strategic income investing in diverse assets to enhance financial resilience and maximise returns, offering both stability and growth opportunities for your clients.

Aberdeen Investments 15th Aug 2024

Partner Zone

Market jitters highlight the need for duration

As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...

Fidelity International 14th Aug 2024

Partner Zone

Looking through recent market volatility

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 14th Aug 2024

Partner Zone

US recession fears rise, but fundamentals remain resilient

Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...

Fidelity International 14th Aug 2024

fil_sustainability2a Partner Zone

Sustainable investing

At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...

Fidelity International 14th Aug 2024

ninetyo_riskconca Partner Zone

There’s more to active risk than concentration

Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...

Ninety One 13th Aug 2024

ninetyo_navema Partner Zone

Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 13th Aug 2024

Partner Zone

Rate cuts provide a tailwind

Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.

Fidelity International 12th Aug 2024

cg_useleca Partner Zone

US election watch: a November to remember

This November is shaping up to be one to remember. Watch veteran political commentators Matt Miller and Reagan Anderson debate how the revised race is developing, and the lessons investors can lear...

Capital Group 8th Aug 2024

cg_investedgea Partner Zone

What’s your investment edge?

An excerpt from equity portfolio manager Mark Casey’s unscripted discussion with Capital Group’s CEO Mike Gitlin about his investment approach and lessons learned over a long career in...

Capital Group 8th Aug 2024

cg_chinaa-1 Partner Zone

Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 8th Aug 2024

abrdn_shftecona Partner Zone

Investing in a shifting economic landscape

Four of abrdn’s senior investors give their top ideas for the rest of 2024 and beyond, based on the company’s latest global outlook.

Aberdeen Investments 7th Aug 2024

Partner Zone

Extraordinary times and opportunities

Baillie Gifford’s James Budden explains why now may be the time for growth investors, as markets weather extraordinary volatility. 

Baillie Gifford 6th Aug 2024

cgp_globeqa Partner Zone

The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 6th Aug 2024

Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

bg_impactrpa Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

ninetyo_marketa Partner Zone

Understanding an increasingly concentrated market

The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.

Ninety One 30th Jul 2024

ninetyo_ballota Partner Zone

The year of the ballot

More than 50 countries go to the polls in 2024 – with FX volatility likely, Ninety One has produced this piece to help investors navigate this year.

Ninety One 30th Jul 2024

ninetyo_quartreviewa Partner Zone

Quarter two in review

It was a mixed second quarter for capital markets, with various election results driving up volatility.

Ninety One 30th Jul 2024

Partner Zone

Whatever happened to the US recession?

In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Yo...

Fidelity International 26th Jul 2024

Partner Zone

Will political change spark a resurgence in UK equities?

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity...

Fidelity International 26th Jul 2024

Partner Zone

Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European...

Fidelity International 26th Jul 2024

Partner Zone

Political stability will help reduce UK macro underperformance

Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscap...

Fidelity International 26th Jul 2024

Partner Zone

Webcast: China Macro & Policy Insights: Controlled stabilisation

As the macro picture in China shows signs of incremental improvements, our locally-based team share their perspectives on how this is impacting the investment environment. They discuss how policy s...

Fidelity International 26th Jul 2024

Partner Zone

Back to the future for bonds

With Labour winning a commanding majority, it appears that we are back to the 1990s and early 2000s in terms of political regime change, and perhaps even for bond markets. Here, our UK fixed income...

Fidelity International 26th Jul 2024

sm_lawrenceb VIDEO

Baillie Gifford | Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

Partner Zone

Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

cg_aifevera Partner Zone

AI fever: has it gotten too hot?

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

Capital Group 24th Jul 2024

cg_electiona Partner Zone

Following key elections, where is Europe headed?

Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe and also discusses the upcoming US Presidential election and its potential impact on...

Capital Group 24th Jul 2024

cg_emefuturea Partner Zone

Emerging markets equities: what does the future hold?

Join portfolio managers Brad Freer and Arthur Caye as they discuss evolving dynamics in emerging market equities, and how investors should think about allocation to the asset class.

Capital Group 24th Jul 2024

cg_chinaa Partner Zone

Can China continue its EV dominance?

Capital Group investment analyst Jason Zhang discusses the key characteristics that make China so dominant in the EV space and whether the country can maintain its leading position in the face of g...

Capital Group 24th Jul 2024

PositiveChangeFundCitywire_103967_10047701_HOLDINGIMAGE VIDEO

Baillie Gifford | Positive Change: Embracing Opportunity

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at ris...

Baillie Gifford 24th Jul 2024

Partner Zone

Positive Change: Embracing Opportunity

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at ris...

Baillie Gifford 24th Jul 2024

ninety_chgmarkta VIDEO

Ninety One | Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

Partner Zone

Lessons from a time traveller

From the Industrial Revolution to today, past mistakes can guide us towards a sustainable future, says Prof Johan Schot. Dive into the concept of Deep Transitions and how this thinking can change s...

Baillie Gifford 18th Jul 2024

cg_fixedinca Partner Zone

Fixed Income Perspectives: macro and market insights

Capital Group’s perspective on how shifting expectations for rate cuts may impact bond yields, plus where to find relative value among bond sectors.

Capital Group 18th Jul 2024

ninety_chgmarkta Partner Zone

Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

Upfront 7 thumbnaila-1 VIDEO

Baillie Gifford | Upfront: Episode 7

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...

Baillie Gifford 17th Jul 2024

Partner Zone

Upfront: Episode 7

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...

Baillie Gifford 17th Jul 2024

sm_tomslater VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...

Baillie Gifford 16th Jul 2024

Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...

Baillie Gifford 16th Jul 2024

Partner Zone

Baillie Gifford Managed Fund: poised for growth

Interest rates and inflation rise and fall. Can a balanced investment approach perform regardless or did 2022 sound the death knell for this style?

Baillie Gifford 10th Jul 2024

Partner Zone

Scottish Mortgage on Starlink: closing the digital divide

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...

Baillie Gifford 9th Jul 2024

bg_starlinka Partner Zone

Scottish Mortgage on Starlink: closing the digital divide

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...

Baillie Gifford 9th Jul 2024

Partner Zone

Q3 Investment Outlook: easy does it

Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.

Fidelity International 4th Jul 2024

abrdn_myfolioteamsa VIDEO

abrdn | MyFolio TeamTalks

Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team discuss how MyFolio funds are making strategic changes for SDR, updating their SAA, and providing the latest up...

Aberdeen Investments 2nd Jul 2024

nineone_broada Partner Zone

Picture this: a broader horizon brings better value

A preference for quality has seen many high-yield investors flock to a part of the credit market that offers poor value. Those with flexibility to explore further afield can find higher-quality ass...

Ninety One 2nd Jul 2024

nineone_fivereaa Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 2nd Jul 2024

Partner Zone

Baillie Gifford on Japan: the next opportunity

From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for f...

Baillie Gifford 1st Jul 2024

bg_japana Partner Zone

Baillie Gifford on Japan: the next opportunity

From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for f...

Baillie Gifford 1st Jul 2024

abrdn_china1724a VIDEO

abrdn | China: Game over? Think again

Are China’s best years behind it? We don’t think so. Slower growth doesn’t mean no growth. We unpack some of the reasons why China will remain a contender for years to come.

Aberdeen Investments 28th Jun 2024

Partner Zone

Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 25th Jun 2024

abrdn_realesta Partner Zone

Deepening global real estate diversification with dynamic logistics

abrdn explains why the logistics sector currently offers compelling value.

Aberdeen Investments 25th Jun 2024

cp_creditmksa Partner Zone

Why credit markets can keep running strong

Capital Group portfolio manager Damien McCann explains why he expects resilience to continue, and discusses the opportunities he sees in multi-sector credit portfolios.

Capital Group 25th Jun 2024

cp_mkkirstiesa Partner Zone

EMD Insights with Kirstie Spence

Capital Group CEO Mike Gitlin interviews EMD veteran Kirstie Spence, who explains how this asset class has evolved, and why she travels the world searching for investment opportunities.

Capital Group 25th Jun 2024

cp_threethemea Partner Zone

Three themes for a broadening market

After a strong rally in the first half of the year, stocks appear to be headed into the second half with a powerful tailwind and an even brighter outlook.

Capital Group 25th Jun 2024

Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

bg_scotmanga Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 24th Jun 2024

nione_usfiscla Partner Zone

US fiscal consolidation? Not in 2025

Multi-Asset team analyst Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a new policymaking world, he considers what they sho...

Ninety One 19th Jun 2024

nineo_impgrwa Partner Zone

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 19th Jun 2024

nione_yrballta Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. Ninety One has produced this piece to help investors navigate this year: th...

Ninety One 19th Jun 2024

nione_easteua Partner Zone

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

Ninety One’s Roger Mark shares insights gained from his recent trip to Central and Eastern Europe, where broad macroeconomic trends appear positive.

Ninety One 19th Jun 2024

Partner Zone

Scottish Mortgage: Quarterly Data Pack

Whilst we are long-term investors, our shareholders have expressed interest in more frequent portfolio updates. Our Quarterly Data Pack includes a comprehensive update on portfolio, performance and...

Baillie Gifford 17th Jun 2024

cp_indiaelca Partner Zone

Quick take: India’s general elections

India’s incumbent Prime Minister Narendra Modi secured a third term, but the race was tighter than expected, creating some uncertainty about the country...

Capital Group 14th Jun 2024

cp_uspowrsa Partner Zone

Economic outlook: US powers global growth

The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine.

Capital Group 14th Jun 2024

abrdn_myfolio_vidimga VIDEO

abrdn | MyFolio Index Five questions in five minutes

Watch Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team answer five quick questions in five minutes, covering investment process, philosophy, and background.

Aberdeen Investments 13th Jun 2024

Partner Zone

Scottish Mortgage’s Lawrence Burns on artificial intelligence

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital...

Baillie Gifford 6th Jun 2024

nineo_1a Partner Zone

Notes from the road: a new phase for China’s property market

Read Ninety One’s latest views following a recent research trip across China.

Ninety One 5th Jun 2024

nineo_2a Partner Zone

Beyond correlations: real considerations for alternatives

Correlation is often seen as the holy grail of investors – however, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

Ninety One 5th Jun 2024

nineo_3a Partner Zone

A role for EM sovereign debt after a decade of US high yield dominance

The US high yield market’s relatively allure has increased, but the caveat ‘past performance is not a reliable indicator of future returns’ is particularly valid in this case.

Ninety One 5th Jun 2024

nineo_4a Partner Zone

Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 5th Jun 2024

nineo_amerifrana VIDEO

Ninety One | American Franchise: looking beyond the top line

Watch Joseph Knight and William Nott from the Ninety One Quality team discuss why it is the quality of revenue that matters, not the quantity.

Ninety One 4th Jun 2024

Partner Zone

Scottish Mortgage’s Lawrence Burns on artificial intelligence

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital...

Baillie Gifford 4th Jun 2024

abrdn_eurate1a Partner Zone

EU rate cuts are coming, with significant opportunities for fixed income

With inflation falling, the ECB is poised to cut rates. Here’s what it could mean for investors.

Aberdeen Investments 30th May 2024

abrdn_apac2a Partner Zone

APAC investors should look west for real estate

APAC investors: look west not east for real estate opportunities.

Aberdeen Investments 30th May 2024

abrdn_emmk3a Partner Zone

Emerging market debt April 2024 review and outlook

Our summary of developments in emerging market debt in April 2024 and outlook.

Aberdeen Investments 30th May 2024

abrdn_privmk4a Partner Zone

Private markets house view H1 2024 summary

Against a backdrop of enduring inflation and interest rate increases in 2023, what’s next for private markets?

Aberdeen Investments 30th May 2024

abrdn_divid5a Partner Zone

Why it pays dividends to invest in emerging markets

Since 2000, EM dividends have grown twice as fast as those in the rest of the world. We look at some of the companies leading the charge.

Aberdeen Investments 30th May 2024

abrdn_southafr6a Partner Zone

South Africa: an era-defining election

We try to make sense of the South African election, including what a potential coalition government might mean for investors.

Aberdeen Investments 30th May 2024

abrdn_centralbk7a Partner Zone

Central banks: should I stay or should I go?

In the Clash of the major central banks, who will cut interest rates first and when? We share our views.

Aberdeen Investments 30th May 2024

abrdn_mmolkmay24a VIDEO

abrdn | The monthly macro outlook Video - May 2024

In our monthly macro video for May, Felix Feather, an economist in the Global Macro Research team, discusses why we think inflation will weaken this year despite a shifting consensus.

Aberdeen Investments 30th May 2024

cg_season Partner Zone

Three investment ideas from earnings season

As long-term investors, Capital Group looks far beyond quarterly earnings, but also pays close attention because they can reflect underlying trends.

Capital Group 29th May 2024

cg_bigtech Partner Zone

Meta shifts the narrative on dividends in the world of Big Tech

Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies.

Capital Group 29th May 2024

bg_growthg VIDEO

Baillie Gifford | Why growth? Why now?

Partners Tim Garratt and Stuart Dunbar, discuss why at Baillie Gifford we are looking past the short-term noise to take advantage of some of the exceptional opportunities that the market is throwin...

Baillie Gifford 28th May 2024

Partner Zone

Why growth? Why now?

Partners Tim Garratt and Stuart Dunbar, discuss why at Baillie Gifford we are looking past the short-term noise to take advantage of some of the exceptional opportunities that the market is throwin...

Baillie Gifford 28th May 2024

nineo_usfrana Partner Zone

American Franchise: looking beyond the top line

It’s the quality of revenue that matters, not the quantity – Ninety One’s Paul Vincent and William Nott explain why focusing on resilient revenue models translates into more predi...

Ninety One 22nd May 2024

nineo_ballota Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. With that in mind, Ninety One has produced this piece to help investors nav...

Ninety One 22nd May 2024

ninety_asmla VIDEO

Ninety One | ASML: shaping the future

ASML’s machines print the chips that power our everyday lives. It has quietly become Europe’s third most valuable company, and it keeps growing. Portfolio Manager William Nott talks us...

Ninety One 16th May 2024

Partner Zone

Upfront: episode six

Catch up on the conversation and find out how MercadoLibre is democratising finance in Latin America, an...

Baillie Gifford 14th May 2024

cp_healta Partner Zone

The health care breakthrough that’s not an obesity drug

“Whether it’s biotechnology or medical devices, there has always been an important moment that has changed how investors view a new technology or therapy,” says Capital Group&rsqu...

Capital Group 14th May 2024

bg_upfrontsix VIDEO

Baillie Gifford | Upfront: Episode Six

Catch up on the conversation and find out how MercadoLibre is democratising finance in Latin America, an...

Baillie Gifford 13th May 2024

ninety_dralphaa Partner Zone

How active can drive alpha

Every investor has probably formed their own opinion on this topic: let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the long ter...

Ninety One 10th May 2024

ninety_vala Partner Zone

Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 10th May 2024

ninety_allnotha Partner Zone

All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of...

Ninety One 10th May 2024

cp_fed30424a Partner Zone

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence, Economist, sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 30th Apr 2024

cp_eurol30424a Partner Zone

Can Europe’s largest economy adapt to a shifting global landscape?

Despite intensifying concerns around deindustrialisation, German manufacturing is quickly adapting to the new economic paradigm.

Capital Group 30th Apr 2024

cp_aihype30424a Partner Zone

Separating AI hype from investment opportunity

Capital Group explores whether generative AI has launched a lasting megatrend, or whether its potential been greatly exaggerated.

Capital Group 30th Apr 2024

cp_fudre30424a Partner Zone

Fundamental research edge: bottom-up opportunities in IG credit

The current high level of yield available in investment grade corporate bonds provides an unprecedented opportunity to lock in attractive income and returns for years to come.

Capital Group 30th Apr 2024

cp_lngvw30424a Partner Zone

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for enduring trends that have the potential to transcend individual sectors and impact the broader investing landscape f...

Capital Group 30th Apr 2024

fil_multiassetapa VIDEO

Fidelity International | Why a multi asset approach can deliver superior income outcomes

Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.

Fidelity International 29th Apr 2024

Partner Zone

Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

abrdn_mmarkoa VIDEO

abrdn | The monthly macro outlook video: April 2024

In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.

Aberdeen Investments 25th Apr 2024

abrdn_multiat25424a Partner Zone

Multi-Asset: How the inflation riddle could affect markets

The debate around inflation remains live and centres on whether, if at all, the dynamics of price pressures have altered in recent years.

Aberdeen Investments 25th Apr 2024

abrdn_brother.2 Partner Zone

Emerging markets: why the asset class is worth the "bother"

Faced with its critics, why emerging markets continue to show significant potential in the second quarter and beyond.

Aberdeen Investments 25th Apr 2024

abrdn_netzeroa Partner Zone

Net-zero stewardship: an engagement-led approach to decarbonisation

Active ownership is a key part of meeting net-zero goals. We discuss how we help companies on their decarbonisation journey.

Aberdeen Investments 25th Apr 2024

abrdn_mmarkoa Partner Zone

The monthly macro outlook video: April 2024

In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.

Aberdeen Investments 25th Apr 2024

abrdn_macroby25424a-1 Partner Zone

How should investors navigate economic and political uncertainty?

In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.

Aberdeen Investments 25th Apr 2024

ninety_netzreturnsa Partner Zone

Net-zero investing: searching for returns and real-world change

This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...

Ninety One 24th Apr 2024

ninety_austrliaa Partner Zone

Notes from the road: how Australia’s largest investors are eyeing the EM opportunity

In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.

Ninety One 24th Apr 2024

ninety_frontiera Partner Zone

Frontier markets move to the fore

With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Careful navigation is ke...

Ninety One 24th Apr 2024

ninety_latinamera Partner Zone

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 24th Apr 2024

ninety_capexa Partner Zone

A new capex supercycle: driving powerful and transformative growth

Over the next decade, a combination of the energy transition, nearshoring, geopolitics, demographics, technology and public investment spending could trigger a capex supercycle.

Ninety One 24th Apr 2024

scottishmgamerfd VIDEO

Baillie Gifford | Baillie Gifford American Fund webinar: where to next?

Fraser Thompson, Investment Specialist Director, and Gary Robinson, Investment Manager and Partner, discuss the future of US growth investing and how they seek out companies that are positioning th...

Baillie Gifford 23rd Apr 2024

Partner Zone

Investing in UK water: money down the drain?

Despite the headlines, not all UK water companies share the same challenges, creating opportunities for discerning investors to pick up attractive assets at undemanding valuations. Setting a runway...

Baillie Gifford 23rd Apr 2024

SM webinar imagea VIDEO

Baillie Gifford | Scottish Mortgage: your questions answered

From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them b...

Baillie Gifford 18th Apr 2024

Partner Zone

Why Scottish Mortgage favours founder-led companies

Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Inves...

Baillie Gifford 18th Apr 2024

hubexc_Apr24_3a VIDEO

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...

Adviser-Hub 16th Apr 2024

cp_uselectiona Partner Zone

US election check-in: what to watch in the coming months

Capital Group’s veteran politics watcher John Emerson discusses how the picture is taking shape ahead of the US elections in November, and casts an eye over other polling activity around the...

Capital Group 12th Apr 2024

hubex_uselectionyraa VIDEO

Magnificent Seven or bust – panel discussion video #2

Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...

Adviser-Hub 11th Apr 2024

hubex_uselectionyra VIDEO

Are investors missing the vulnerabilities in the US economy? – panel discussion video #1

The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...

Adviser-Hub 10th Apr 2024

Partner Zone

Why investors may want to consider moving from cash to corporate bonds

Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.

Fidelity International 9th Apr 2024

Partner Zone

Why China is an allocation still worth making

China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.

Fidelity International 9th Apr 2024

abrdn_outlookvida VIDEO

abrdn | The Monthly Macro Outlook Video: Tackling the last mile of inflation

In the Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.

Aberdeen Investments 9th Apr 2024

Partner Zone

Scottish Mortgage: your questions answered

Manager Tom Slater and deputy manager Lawrence Burns discuss buybacks, private companies, portfolio holdings and more, answering questions put to them by shareholders.

Baillie Gifford 9th Apr 2024

Partner Zone

Reasons why UK equities could surprise you

Fidelity analyses the potential factors that could drive improved returns from the domestic market and outlines key areas of opportunity among value, quality and dividend stocks across the market c...

Fidelity International 9th Apr 2024

Partner Zone

Why a multi asset approach can deliver superior income outcomes

Fidelity Multi Asset Income range portfolio manager Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they n...

Fidelity International 9th Apr 2024

ninety_hiddenga Partner Zone

Hidden GEMs: capturing structural growth opportunities

MercadoLibre’s success in capturing the digital inclusion structural growth opportunity in Latin America makes it a hidden gem, according to Ninety One Emerging markets Sustainable Equities P...

Ninety One 3rd Apr 2024

ninety_creditsa Partner Zone

Credit spotlight: corporate hybrids

Portfolio Manager Darpan Harar and Portfolio Specialist Jared Cook examine the merits, uses and risks of corporate hybrids, which form part of the broader Multi-Asset Credit investment universe.&nb...

Ninety One 3rd Apr 2024

ninety_uselectionsa Partner Zone

Notes from the road: what the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportun...

Ninety One 3rd Apr 2024

cp_feast283a Partner Zone

Feast of opportunities: six future food trends

Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening...

Capital Group 28th Mar 2024

cpbkbonds283a Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, these pivots in monetary policy have significantly impacted market returns and, as such, warrant a rethink of investors’ defensive allocations.

Capital Group 28th Mar 2024

cp_opps283a Partner Zone

How population decline could upend the global economy

Demographic changes have major implications, says Capital Group’s Jarez Franz.

Capital Group 28th Mar 2024

abrdn_26323_1a Partner Zone

Can Workspace's short-dated corporate bond produce income and growth?

Why abrdn think the office space provider is well-placed to create both.

Aberdeen Investments 26th Mar 2024

abrdn_26323_2a Partner Zone

Euro small caps: structural growth in a low growth world

After three challenging years, abrdn think high-quality, small-cap growth stocks could be back on the menu. 

Aberdeen Investments 26th Mar 2024

abrdn_26323_4a Partner Zone

Enhanced indexing: combining alpha with diversification

What are the benefits of enhanced indexing in the current environment? Read more about abrdn’s views.

Aberdeen Investments 26th Mar 2024

abrdn_26323_5a Partner Zone

abrdn Global Economic Outlook: The last mile

Central banks have so far waged a successful campaign against inflation. But with the end in sight, will the ‘last mile’ be the toughest to cross? 

Aberdeen Investments 26th Mar 2024

abrdn_horizona Partner Zone

Focusing on long-term investment horizons with MyFolio Index

Five years on, our cost-effective solution continues to help clients reach their objectives.

Aberdeen Investments 25th Mar 2024

ninety_fivenatural20324a Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 20th Mar 2024

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The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research.

Ninety One 20th Mar 2024

ninety_notesrd20324 Partner Zone

Notes from the road: what hyper-competition means for China clean tech

Ninety One analyst Yunli Liu returns to his home country to see for himself what business conditions are like and to try to separate sentiment from fundamentals.

Ninety One 20th Mar 2024

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Baillie Gifford | Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

Partner Zone

Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

Partner Zone

All aboard the growth investing train

Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite...

Baillie Gifford 13th Mar 2024

cg_usvote Partner Zone

Three mistakes investors make during election years

Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions, warns Capital Group.

Capital Group 13th Mar 2024

cg_friendshoring Partner Zone

Friendshoring brings industrial-sized investment opportunity

Capital Group explores friendshoring – a deliberate policy decision to encourage trade with friendly neighbours at a time when geopolitical tensions are increasing around the world.

Capital Group 13th Mar 2024

cg_techmed Partner Zone

Is technology man’s best medicine?

Capital Group’s Matt Reynolds outlines some of the key investment opportunities that are being unlocked by technological breakthroughs across a patient’s journey.

Capital Group 13th Mar 2024

cg_smallcapss Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Fed appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 13th Mar 2024

Upfront ep 5 image VIDEO

Baillie Gifford | Upfront: Episode Five

Catch up on the latest episode highlighting the growth stocks to get excited about from Asia to the UK, and a Q&A with Pacific Fund manager Roderick Snell.

Baillie Gifford 12th Mar 2024

Partner Zone

Upfront: Episode Five

Catch up on the latest episode highlighting the growth stocks to get excited about from Asia to the UK, and a Q&A with Pacific Fund manager Roderick Snell.

Baillie Gifford 12th Mar 2024

lo-lo-CeVj8lPBJSc-unsplash Partner Zone

Picture this: fat tails and phantoms in high yield

Various factors are distorting the headline index spread in the US high yield market. Investors should look elsewhere for better risk-adjusted value.

Ninety One 7th Mar 2024

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Traditional corporate bonds: not a buying opportunity for everyone

Investor sentiment towards bonds, especially corporate bonds, has improved, but John Stopford of Ninety One warns that investors may be too optimistic about the looming risks

Ninety One 7th Mar 2024

Partner Zone

Fidelity’s Chart Room: Why inflation “surprises” really shouldn’t be a surprise

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds lon...

Fidelity International 7th Mar 2024

Partner Zone

Webinar: Can tech dominance continue into 2024?

The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho...

Fidelity International 7th Mar 2024

Partner Zone

Finding untapped potential in Europe

Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With...

Fidelity International 7th Mar 2024

Partner Zone

Why cash remains attractive in different interest rate scenarios

Money market products boomed in 2023 on the back of a dramatic rate hiking cycle from central banks. But how will these funds perform if rates have peaked? We look at potential different interest r...

Fidelity International 7th Mar 2024

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Addressing digital inclusion challenges

Ninety One Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion...

Ninety One 7th Mar 2024

Fixed_incomeAug20 Partner Zone

Fixed income solutions

Our active, research-driven investment process underpins a range of solutions which could meet your fixed income needs across the risk spectrum.

Fidelity International 7th Mar 2024

abrdn1232 Partner Zone

abrdn MyFolio TeamTalks

Celebrating 5 years of the MyFolio Index Funds: Fund managers Justin and Daniel give an update on the MyFolio Index Range.

Aberdeen Investments 1st Mar 2024

ESG 28 - abrdn-img-esg-28-High-Res-RGB_strength_image Partner Zone

Why size isn’t everything as smaller companies show how to lead the way

Why size isn’t everything, abrdn discusses the opportunities smaller companies offer.

Aberdeen Investments 1st Mar 2024

_three ways em_STA0224516780-001_TA Image_1440x770_asi Partner Zone

Three ways to unlock opportunity in emerging-market equity income

Which emerging-market companies do abrdn think are capable of paying dividends over the long-term?

Aberdeen Investments 1st Mar 2024

Bajaj case study_1440x770_asi Partner Zone

Emerging markets income equity: Bajaj Holdings and India’s rise as a consumer nation

Domestic population trends are helping to fuel this vehicle and finance company's business.

Aberdeen Investments 1st Mar 2024

hd korea case study_1440x770_asi Partner Zone

Emerging markets income equity: can Korea's KSOE deliver sustainable dividends?

KSOE investors could be en route to income as the shipbuilder cuts carbon for cargo clients.

Aberdeen Investments 1st Mar 2024

karan-bhatia-ib7jwp7m0iA-unsplash Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Federal Reserve (Fed) appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 28th Feb 2024

noaa-PkHsrwNOfBE-unsplash Partner Zone

Weather watch: four sectors feeling the force of nature

With flooding, storms and extreme heat becoming more frequent and severe, the weather looks poised to play an even more prominent role among investment considerations.

Capital Group 28th Feb 2024

nick-fewings-6aapTQNjbP4-unsplash Partner Zone

What’s right with the world?

A daily diet of negative news can make the most experienced investors  lose conviction in their long-term investment plans – but here are five reasons why Capital Group is confident abou...

Capital Group 28th Feb 2024

SM Climeworks image VIDEO

Baillie Gifford | Scottish Mortgage - Invest in Progress Podcast

Lawrence Burns asks Climeworks CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.

Baillie Gifford 22nd Feb 2024

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Exploring opportunities in emerging market debt

Deep dive into emerging market debt with Erin Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer, and leaders from Ninety One’s EM Fixed Income platform Victoria Harling and Peter Ken...

Ninety One 21st Feb 2024

li-yang-5h_dMuX_7RE-unsplash Partner Zone

Fire or water – opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Ninety One’s Iain Cunningham, Head of Multi Asset Growth.

Ninety One 21st Feb 2024

Partner Zone

abrdn Global real estate market outlook Q1 2024

Tenant strength and income resilience will be the focus as recession hits demand.

Aberdeen Investments 20th Feb 2024

abrdn-UK-real-estate Partner Zone

abrdn UK real estate market outlook Q1 2024

UK inflation is set to fall further over the next few months and interest-rate cuts are expected around the summer.

Aberdeen Investments 20th Feb 2024

Partner Zone

The regulator, wealth managers and doing the right thing

Russell Bignall, MD, Sales at abrdn, looks at the latest ‘Dear CEO’ letter to wealth managers and highlights why a firm’s culture should be part of advisers’ due diligence.<...

Aberdeen Investments 20th Feb 2024

abrdn-income Partner Zone

3 big reasons why you should consider income in 2024

Navigate today’s investment landscape with abrdn’s trio of topical income insights.

Aberdeen Investments 20th Feb 2024

abrdn-credit Partner Zone

The value of short-dated credit under various scenarios

‘Soft landing’, ‘hard landing’ or interest rates ‘higher-for-longer': which do we think is most likely and what could it mean for short-dated credit?

Aberdeen Investments 20th Feb 2024

abrdn-myfolio-video2 VIDEO

abrdn | MyFolio investment process

Each MyFolio fund aims for the highest possible total return achievable for your chosen risk level. To achieve this, our process contains four key steps.

Aberdeen Investments 20th Feb 2024

Partner Zone

Are wonder drugs a huge investment opportunity?

They’ve been described as wonder drugs – new medications that can help you lose weight and potentially reduce the risk of heart attacks and strokes. Baillie Gifford’s Ross Mathiso...

Baillie Gifford 15th Feb 2024

bg_drugsa Partner Zone

Are wonder drugs a huge investment opportunity?

They’ve been described as wonder drugs – new medications that can help you lose weight and potentially reduce the risk of heart attacks and strokes. Baillie Gifford’s Ross Mathiso...

Baillie Gifford 15th Feb 2024

cpgrp_bank24a Partner Zone

Can the banks deliver for investors in 2024?

Capital Group’s fixed income analysts outline what the changing macroeconomic environment might mean for banks, as well as the key opportunities and risks facing the sector.

Capital Group 14th Feb 2024

Partner Zone

Scottish Mortgage on Climeworks carbon removal

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal in...

Baillie Gifford 14th Feb 2024

Partner Zone

How dividend growth signals steady compounding

By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth...

Baillie Gifford 13th Feb 2024

bg_compounda Partner Zone

How dividend growth signals steady compounding

By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth...

Baillie Gifford 13th Feb 2024

abrdn_myfolioannivers VIDEO

abrdn | MyFolio Sustainable anniversary

Three years on from the launch of MyFolio Sustainable, we’re hearing from advisers that an increasing number of clients are considering investing a portion of their money sustainably. Watch o...

Aberdeen Investments 7th Feb 2024

ninone_med Partner Zone

Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 7th Feb 2024

ninone_cash7224a Partner Zone

Cash, short-maturity gilts and bonds – time for something different

As some investors start to see their short-duration gilts mature, Ninety One Diversified Income Fund Portfolio Manager Jason Borbora-Sheen discusses what they should think about next.

Ninety One 7th Feb 2024

ninone_pict Partner Zone

Picture this: cheap but not entirely cheerful

Loan market valuations look attractive, but beware pockets of weakness.

Ninety One 7th Feb 2024

Partner Zone

Baillie Gifford Managed Fund: 5 burning questions on developed Asia

Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.

Baillie Gifford 6th Feb 2024

fil_ukvaluea_vid VIDEO

Fidelity International | Webinar: The value in unloved UK equities

The recent strong relative performance of the UK equity market has gone largely unnoticed by investors, reinforcing its unloved status. Alex Wright, portfolio manager of Fidelity Special Situations...

Fidelity International 31st Jan 2024

Partner Zone

Is home bias always more desirable?

Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of Fidel...

Fidelity International 31st Jan 2024

Partner Zone

Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet our annual analyst survey suggests the conditions are settling into place...

Fidelity International 31st Jan 2024

Partner Zone

Catching the inflection point in bond markets

Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards re...

Fidelity International 31st Jan 2024

cg_roblvlacea Partner Zone

Rob Lovelace on what’s in store for 2024

Portfolio manager Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio deci...

Capital Group 30th Jan 2024

cpg_fxdinca Partner Zone

Fixed Income Perspectives

Quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 30th Jan 2024

cg_dovoppa Partner Zone

A dovish Fed could unlock opportunity …

… some caution is warranted, says Capital Group.

Capital Group 30th Jan 2024

cg_bondsa Partner Zone

Now may be the time for core bonds: five themes for 2024

With inflation falling and the Fed signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer.

Capital Group 30th Jan 2024

cp_aioppsa Partner Zone

Decoding the AI opportunity

As AI continues to proliferate, Capital Group has produced a framework to clarify the opportunities.

Capital Group 30th Jan 2024

Partner Zone

Scottish Mortgage Investor Forum 2024 summary

From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they...

Baillie Gifford 29th Jan 2024

Partner Zone

A long-term approach to short-term performance

The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have l...

Baillie Gifford 29th Jan 2024

abrdn_myfolioa Partner Zone

MyFolio: building an infrastructure allocation

We’re adding infrastructure to our multi-asset solution MyFolio. Find out why.

Aberdeen Investments 25th Jan 2024

nyon_lgyena Partner Zone

Long the yen against the euro

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explains why tight policy in Europe and very loose policy in Japan indicate a great asymmetry over the next 12 months between the two...

Ninety One 24th Jan 2024

nyon_gbfixeda Partner Zone

Global fixed income allocations already include EM debt

Why allocate separately? Asset allocators seeking full and meaningful structural opportunity may need something different.

Ninety One 24th Jan 2024

cgp_5investa Partner Zone

5 keys to investing in 2024

Whatever is in store for investors in the year ahead, Capital Group has five keys to keeping long-term plans on track in 2024.

Capital Group 23rd Jan 2024

cpgp_tomrrwinova Partner Zone

Tomorrow’s innovation, today’s opportunities

Innovation remains a critical driver for success today.

Capital Group 23rd Jan 2024

cgp_usrecessa Partner Zone

The US avoided recession last year

What comes next?

Capital Group 23rd Jan 2024

bg_ingrgrowth VIDEO

Baillie Gifford | The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

Partner Zone

The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

FIL_AllocatorMAY22 VIDEO

Fidelity International | Introducing Fidelity Multi Asset Allocator range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Fidelity Multi Asset Allocator fund range. Paul also shares his knowledge into th...

Fidelity International 19th Jan 2024

Partner Zone

Why future leaders can deliver now

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year. They discuss...

Fidelity International 17th Jan 2024

Partner Zone

Outlook 2024

We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated hig...

Fidelity International 17th Jan 2024

Partner Zone

Global Asset Allocation Insights - January 2024

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

Fidelity International 17th Jan 2024

Partner Zone

Fixed Income Monthly - January 2024

The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.

Fidelity International 17th Jan 2024

Partner Zone

Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science, and how it could solve some of humanity’s most...

Baillie Gifford 16th Jan 2024

bg_mordernaa Partner Zone

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

sm_podcast_ep4_imga VIDEO

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

ah_3vid15124a VIDEO

Bond and equity markets focus for 2024 – panel discussion video #3

Bond and equity markets have ended the year with a bang, as investors have started to worry less about inflationary pressures, but might they have got ahead of themselves on interest rate cuts?&nbs...

Adviser-Hub 15th Jan 2024

ah_2vid15124a VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

no_wonko11124a Partner Zone

The wisdom of Wonko the Sane

Wonko the Sane, a character in a Douglas Adams novel, summarised perfectly why challenging preconceptions can pay dividends.

Ninety One 11th Jan 2024

no_amercfana Partner Zone

American Franchise

Looking beyond the top line – it’s the quality of revenue that matters, not the quantity.

Ninety One 11th Jan 2024

ah_domint10124a VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 10th Jan 2024

Japan webinar 1223 imaga VIDEO

Baillie Gifford | Baillie Gifford Japanese Fund - what the market is missing

Investment manager Matthew Brett and investment specialist Thomas Patchett discuss the Baillie Gifford Japanese Fund and reflect on this year’s performance.

Baillie Gifford 8th Jan 2024

Asia ex Japan 1223imga VIDEO

Baillie Gifford | Asia ex Japan - portfolio manager update

Baillie Gifford’s Roddy Snell and Ben Durrant share their current views and portfolio positioning for the Asia ex Japan strategy. They discuss why they believe this continues to be the most a...

Baillie Gifford 8th Jan 2024

cg_bkfut5124a Partner Zone

Back to the future: lessons from past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities.

Capital Group 5th Jan 2024

cg_emd5124a Partner Zone

EMD outlook for 2024: Higher for longer US rates in a bifurcated EM universe

Capital Group outlines the global backdrop that emerging markets (EMs) can expect in 2024. 

Capital Group 5th Jan 2024

cg_outlk5124a Partner Zone

Outlook 2024

Prepare for changes in the investing climate, says Capital Group.

Capital Group 5th Jan 2024

nn_funddiff1a Partner Zone

Fundamentals to be the differentiator

Fundamentals to be the differentiator: Ninety One’s Clyde Rossouw explains why he believes that the market will broaden from its narrow leadership, and stocks delivering consistent earnings a...

Ninety One 4th Jan 2024

nn_balshta Partner Zone

Balance sheet strength to prove

The US market extends beyond mega caps – Ninety One’s Paul Vincent delves into three sectors he will have his eye on in 2024. 

Ninety One 4th Jan 2024

nn_survivala Partner Zone

Survival of the fittest

The UK has been a challenging place to manage long equity money recently, but things can change quickly. Ninety One’s Ben Needham explains why there are opportunities across the market cap sp...

Ninety One 4th Jan 2024

notightmona Partner Zone

Tight monetary policy to hamper growth

Central banks have raised interest rates in a bid to curb inflation and the consequence is slowing growth. Ninety One’s Iain Cunningham spells out the implications.

Ninety One 4th Jan 2024

no_timetka Partner Zone

It’s time to rethink fixed income

With interest rates set to remain higher for longer, are the same rules that have applied for the past few decades still in play or is a different approach needed? 

Ninety One 4th Jan 2024

no_whtmkwrga Partner Zone

What the market is getting wrong

Macro worries have created a useful entry point into natural resource equities. This part of the stock market is often misunderstood, presenting value opportunities for selective investors. 

Ninety One 4th Jan 2024

bg_positivechange VIDEO

Baillie Gifford | Baillie Gifford Positive Change Fund - Webinar Recording

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk. 

Baillie Gifford 21st Dec 2023

Partner Zone

Baillie Gifford Positive Change Fund - Webinar Recording

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk. 

Baillie Gifford 21st Dec 2023

no_banks211223a Partner Zone

Do central banks risk ‘keeping at it’ for too long?

Throughout history, inflationary periods have been rare. It has therefore been difficult to draw parallels of today’s experience to history.

Ninety One 21st Dec 2023

no_picture2312123a Partner Zone

Picture this: what a difference a year makes

Highly diverse valuations across credit markets make for ideal conditions for bottom-up investors as we enter 2024.

Ninety One 21st Dec 2023

no_flexible231223a Partner Zone

A flexible addition to the DC scheme toolkit

Global Total Return credit – a daily dealt multi-asset credit solution.  

Ninety One 21st Dec 2023

Partner Zone

Joby Aviation: preparing for takeoff

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...

Baillie Gifford 19th Dec 2023

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Baillie Gifford | Baillie Gifford Managed Fund: the benefits of balance

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience infor...

Baillie Gifford 19th Dec 2023

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Baillie Gifford Managed Fund: the benefits of balance

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience infor...

Baillie Gifford 19th Dec 2023

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Stock market outlook

Time for diversification – a strong corporate earnings rebound could be the tailwind that drives stock prices in 2024.

Capital Group 15th Dec 2023

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Economic outlook

A mixed picture for global growth in 2024. 

Capital Group 15th Dec 2023

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Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano, Investment Director, explains why Capital Group thinks IG credit provides the better opportunity.

Capital Group 15th Dec 2023

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China may emerge from the doldrums

After a challenging year, Ninety One’s Wenchang Ma sees brighter prospects for Chinese equities in 2024.

Ninety One 14th Dec 2023

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Company strength, country collaboration and attractive income

Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environments.

Ninety One 14th Dec 2023

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Are the dark clouds starting to part?

Ninety One’s Archie Hart explains the need for caution in the coming months, but remains optimistic on a one- or two-year view. 

Ninety One 14th Dec 2023

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Great conditions for dynamic ‘go anywhere' credit investors

With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.  

Ninety One 14th Dec 2023

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Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies.

Ninety One 14th Dec 2023

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A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets, translating into a growing opportunity set for investors.

Ninety One 14th Dec 2023

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South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

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Why growth, why now?

Baillie Gifford partners Mark Urquhart and Tim Garratt analyse the must-have qualities the market is overlooking and reflect on the lessons of previous downturns.

Baillie Gifford 11th Dec 2023

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A crisis of global integration

We are arguably living through a fourth systemic crisis and the result will be a vastly different economy. Understanding the investment implications is what this iteration of the ‘Road to 203...

Ninety One 8th Dec 2023

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NVIDIA: Accelerating AI

Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...

Baillie Gifford 8th Dec 2023

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What the gold price is telling us

Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium'?

Ninety One 8th Dec 2023

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The rise of China revisited

China’s economic rise to the world’s second-largest economy has been spectacular and exerts substantial geopolitical influence in the current landscape. 

Ninety One 8th Dec 2023

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Favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents favouring emerging markets are gathering force.

Ninety One 8th Dec 2023

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Embrace the contrarian opportunity

Ninety One’s Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Ninety One 8th Dec 2023

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Japanese growth: an evolving opportunity

After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take...

Baillie Gifford 6th Dec 2023

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HelloFresh: changing how people eat forever

Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste...

Baillie Gifford 1st Dec 2023

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Electric vehicles in the fast lane

Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?

Capital Group 30th Nov 2023

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The new normal for equities in 2024

Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.

Capital Group 30th Nov 2023

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How to use bonds to seek balance as Fed hikes wind down

The time-honoured relationship between stocks and bonds has broken down over recent years, but there are encouraging signs of its eventual return.

Capital Group 30th Nov 2023

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India gears up for a greater global role

With index inclusion imminent, Indi...

Ninety One 27th Nov 2023

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Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

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Making the switch

Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation. 

Ninety One 27th Nov 2023

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Investing for tomorrow

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew. 

Ninety One 27th Nov 2023

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Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.  

Ninety One 27th Nov 2023

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Baillie Gifford | Scottish Mortgage on Aurora: the technology company transforming trucking

Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks...

Baillie Gifford 22nd Nov 2023

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Baillie Gifford | Baillie Gifford Sustainable Income - Webinar Recording

Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past...

Baillie Gifford 20th Nov 2023

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Legally bond: where our credit investors are finding underappreciated resilience

By keeping an open mind and not judging companies on superficial attributes, we hope to find attractive investment opportunities that other credit investors might overlook. Baillie Gifford’s...

Baillie Gifford 20th Nov 2023

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Baillie Gifford Sustainable Income - Webinar Recording

Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past...

Baillie Gifford 17th Nov 2023

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Scottish Mortgage on Aurora: the technology company transforming trucking

Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks...

Baillie Gifford 16th Nov 2023

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The changing face of trade: idea-driven companies come to the fore

The knowledge economy, or digital trade, is gaining momentum, and this is giving rise to a new breed of idea-driven global giants. 

Capital Group 15th Nov 2023

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How to think about bonds in this new world

Capital Group shares why they believe in the value of fixed income in portfolios, and how bonds should be viewed in this different world.

Capital Group 15th Nov 2023

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Whatever happened to the recession – and does it matter for bonds?

Capital Group’s analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty. 

Capital Group 15th Nov 2023

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Fidelity International | Fund in 5: Fidelity Cash Fund

In this fund in five Chris Ellinger, portfolio manager of the Fidelity Cash Fund, offers an insight into...

Fidelity International 15th Nov 2023

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Scottish Mortgage investor webinar: your questions answered

What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this a...

Baillie Gifford 13th Nov 2023

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EM sovereign debt: taking stock of the sustainable bond market

Nicolas Jaquier and Peter Eerdmans chart the EM sovereign debt market’s evolution and provide insights and pointers for investors.

Ninety One 8th Nov 2023

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Fed’s 2% inflation target could be delivered

Fed’s 2% inflation target could be delivered early, says Capital Group economist Jared Franz.

Capital Group 8th Nov 2023

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Fixed Income Perspectives Q4 2023

Fixed Income Perspectives Q4 2023: quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 8th Nov 2023

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Focus on finding idiosyncratic company and sector opportunities

Focus on finding idiosyncratic company and sector opportunities against an uncertain backdrop. 

Capital Group 8th Nov 2023

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How ESG monitoring can enhance sovereign bond investing

Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers. 

Capital Group 8th Nov 2023

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The acceleration towards a multipolar world

Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China. 

Ninety One 8th Nov 2023

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Global Insights 2023

2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways. 

Ninety One 8th Nov 2023

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Agriculture is vast, varied and vital

David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities. 

Ninety One 8th Nov 2023

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Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 2023

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Baillie Gifford | Multi Asset Investment Update

Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothi...

Baillie Gifford 3rd Nov 2023

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Multi Asset Investment Update

Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothi...

Baillie Gifford 3rd Nov 2023

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Fidelity International | Fund in 5: Fidelity Short Dated Corporate Bond Fund

Delve into the Fidelity Short Dated Corporate Bond Fund from five distinct perspectives: asset class, process, differentiator, team, and track record. Fund manager Kris Atkinson guides us through t...

Fidelity International 3rd Nov 2023

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Baillie Gifford | Upfront: Episode Four

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...

Baillie Gifford 30th Oct 2023

Partner Zone

Upfront: Episode Four

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...

Baillie Gifford 30th Oct 2023

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Get structural re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation. 

Ninety One 27th Oct 2023

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Fidelity International | Why make the move into Money Market Funds now?

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this b...

Fidelity International 27th Oct 2023

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Fidelity International | Short but sweet: The case for short dated credit

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 27th Oct 2023

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What’s going on in the US bond market

Many are speculating that interest rates have adjusted upwards on a structural basis. Ninety One Investment Strategist Russell Silbertson takes a different view. 

Ninety One 27th Oct 2023

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The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors. 

Ninety One 27th Oct 2023

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Is cash really king?

It’s not a yes or no question, argues Ninety One’s Jason Borbora-Sheen. 

Ninety One 27th Oct 2023

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The lessons only experience can teach

At an uncertain juncture in markets, this may be a good time to reflect on the hard lessons that only the experience of living through a grinding bear market...

Ninety One 27th Oct 2023

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Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 27th Oct 2023

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The opportunities across Asian markets – panel discussion video #4

Three fund managers give their views on the most exciting areas across Asia, but also delve into the potential risks. Jupiter Asset Management's Sam Konrad, Premier Miton Investors' William...

Adviser-Hub 26th Oct 2023

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Baillie Gifford | Baillie Gifford Managed Fund - Manager update

Joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s long-te...

Baillie Gifford 25th Oct 2023

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Baillie Gifford Managed Fund - Manager update

Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s l...

Baillie Gifford 25th Oct 2023

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The health of the Asian corporate sector – panel discussion video #3

Asian corporate earnings look set to outstrip those of Western markets over the next 12 months, but where are the greatest pockets of strength? Jupiter Asset Management's Sam Konrad, Premier Mi...

Adviser-Hub 25th Oct 2023

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The smaller names behind the boom in big luxury brands

Tzoulianna Leventi from abrdn, explores what companies are leading the way.

Aberdeen Investments 24th Oct 2023

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Entering the mineral age: can we mine sustainably?

Traditional mining comes with a host of negative impacts – so can we enter the mineral age without getting our hands dirty? Baillie Gifford’s Kajetan Czyż explains more.

Baillie Gifford 24th Oct 2023

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Asian economies: fundamentally stronger? – panel discussion video #2

Asia’s economies seem to have side-stepped many of the problems that are weighing on Western economies – such as inflation, debt, economic stagnation, but can they continue to thrive? J...

Adviser-Hub 23rd Oct 2023

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How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena? 

Capital Group 20th Oct 2023

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Q3 roundup

Stocks and bonds stumble on rising rates.

Capital Group 20th Oct 2023

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Three themes for Q4

Have central banks pulled it off? Tightening monetary policy appears to have brought inflation down from its peak without causing serious damage to the economy. But it’s not yet ‘job do...

Fidelity International 20th Oct 2023

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The case for short dated credit

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 20th Oct 2023

Partner Zone

Far from last orders

One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a be...

Fidelity International 20th Oct 2023

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A free lunch for fixed income investors?

Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a uniqu...

Fidelity International 20th Oct 2023

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US government debt

We need to talk. 

Capital Group 20th Oct 2023

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Where next for equity valuations? The AI effect

Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends. 

Capital Group 20th Oct 2023

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China: is the recovery cancelled or postponed? – panel discussion video #1

China has been the engine of Asian growth, but now appears to be struggling: the reopening has been disappointing and there is now the real spectre of deflation. Can the Asian giant revive? Jupiter...

Adviser-Hub 20th Oct 2023

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What is private company investing? And why do we do it?

We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned a...

Baillie Gifford 18th Oct 2023

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What are the myths of private company investing?

Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.

Baillie Gifford 18th Oct 2023

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What’s the valuation process for private companies?

When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a...

Baillie Gifford 18th Oct 2023

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Investing in climate solutions

Small is also beautiful – Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 16th Oct 2023

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Notes from the road

Ninety One’s EM debt team travelled far and wide in September, visiting 12 emerging markets across the globe. Read their takeaways here.

Ninety One 16th Oct 2023

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It’s time for implementation at COP. Or at least that’s what we’re hoping for

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.

Ninety One 16th Oct 2023

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Diversified Income: focus on the outcome

John Stopford shares his view on the market. 

Ninety One 16th Oct 2023

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Getting the most out of emerging market debt

Discover what the full EM debt opportunity set can do for you and how best to navigate it.

Ninety One 16th Oct 2023

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Thinking differently about multi-asset investing

Ian Cunningham shares his views on the current market climate and why he believes the Global Macro Allocation Fund is appropriate in this climate.

Ninety One 16th Oct 2023

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Baillie Gifford | Positive Change Manager Update

Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the current portfol...

Baillie Gifford 12th Oct 2023

Partner Zone

Positive Change Manager Update

Watch Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the cur...

Baillie Gifford 12th Oct 2023

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abrdn | The importance of investing for income

Listen to Adam Skerry from abrdn, as he shares insights on the current market and essential factors your clients should contemplate when investing during a recessionary period.

Aberdeen Investments 11th Oct 2023

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The future of multi-asset investing

Find out how the managers of the abrdn MyFolio fund ranges are navigating today’s challenges and opportunities.

Aberdeen Investments 9th Oct 2023

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Emerging market debt August 2023 review and outlook

Read this summary from abrdn of developments in emerging market debt in August 2023 and the outlook going forward.

Aberdeen Investments 9th Oct 2023

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European Income Equity: investing for the long haul with Amadeus

abrdn explains how this Spanish travel technology company has turned short-term crisis into long-term opportunity.

Aberdeen Investments 9th Oct 2023

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Emerging markets income equity: taking Kazakhstan into the 21st century with Kaspi

abrdn explore how technology platform Kaspi has created a revolutionary super app with scale and substance.

Aberdeen Investments 9th Oct 2023

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Short Dated Corporate Bonds: is it possible to catch a premium yield with FirstGroup?

This UK-based transport company is contributing to the energy transition. Find out why abrdn got on board.

Aberdeen Investments 9th Oct 2023

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Global real estate: targeting total return with Australian logistics

Find out why abrdn believe this market offers long-term income and growth opportunities.

Aberdeen Investments 9th Oct 2023

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Scottish Mortgage: Innovation breeds growth

Some technologies advance exponentially. Scottish Mortgage’s Tom Slater highlights how companies blend innovations to benefit from the ways they scale over time.

Baillie Gifford 3rd Oct 2023

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A sector for all seasons

A sector for all seasons: global investment grade corporate bonds should once again offer relative stability and diversification to risk assets.

Capital Group 3rd Oct 2023

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As the Fed pauses, what’s next for inflation and rates?

The most important question for investors is not how high will rates go, but how long will high interest rates last? 

Capital Group 3rd Oct 2023

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abrdn | Social equity and financial empowerment

Inspiring financial inclusivity, diversity and resilience in future generations. 

Aberdeen Investments 3rd Oct 2023

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It’s in the price

The market predictably over- and under-reacts to short-term news. While this creates opportunities for patient investors, be wary of those who claim you can make short-term trading profits.

Ninety One 22nd Sep 2023

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Blurred lines: the EM’ification of developed markets

It’s worth examining recent bond market volatility when making asset allocation decisions – you might be surprised at how traditional ‘safe havens’ fare.

Ninety One 22nd Sep 2023

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Japan

Will reforms further unlock stock valuations?

Capital Group 22nd Sep 2023

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As rate hikes near end, historic investor opportunity may begin

Mike Gitlin, Incoming President & CEO believes we’re on the cusp of a major transition.

Capital Group 22nd Sep 2023

Partner Zone

Guide to recessions

Nine things you need to know. 

Capital Group 22nd Sep 2023

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Unlock income opportunities across key credit sectors

With starting yields at levels between 5.5% and 8.5%, the stage is set for positive total returns over the longer term.

Capital Group 22nd Sep 2023

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Helping complete the research ‘puzzle

ESG integration has become a valuable aspect of investment idea generation, research and analysis. 

Capital Group 22nd Sep 2023

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The European economy is in for a rocky ride

Why the eurozone is in for a tough time, and the opportunities arising from this. 

Ninety One 22nd Sep 2023

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EM debt: the evolution of an asset

The growing size and importance of EM as an asset class and its potential diversification benefits mean that an allocation merits serious consideration.  

Ninety One 22nd Sep 2023

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Oil and the price equation

Tom Nelson discusses the oil price equation and implications of the recent rally. 

Ninety One 22nd Sep 2023

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Notes from the road

On a recent trip to China, 4Factor Analyst Alec So visited eight companies across five cities and walked away more optimistic about prospects for quality companies. 

Ninety One 22nd Sep 2023

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Baillie Gifford | Upfront: Episode Three

Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund man...

Baillie Gifford 15th Sep 2023

Partner Zone

Upfront: Episode Three

Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund man...

Baillie Gifford 15th Sep 2023

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abrdn | Income or Growth – why not aim for both?

Fergus McCarthy – Head of UK Wholesale Distribution at abrdn explains the distinctions between income and growth investing, emphasising the importance of incorporating both to diversify your...

Aberdeen Investments 12th Sep 2023

Partner Zone

Four high-income seeking investment strategies for a high-rate world

FIxed income portfolio managers Damien McCann and David Daigle offer their thoughts on compelling investment opportunities as the economy and the Fed near a pivotal phase. 

Capital Group 7th Sep 2023

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Is now the time to exit cash and move back into bonds?

Capital Group’s Haran Karunakaran explores whether we are at an inflection point where it makes sense to shift back into fixed income.

Capital Group 7th Sep 2023

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Risks of bad breadth

Just seven companies have kept the S&P 500 Index afloat this year, and this “bad breadth” is challenging the industry in a way that hasn’t been seen in roughly 40 years, says...

Capital Group 7th Sep 2023

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Income: an important part of growth

Against a challenging backdrop, long-term investors at abrdn are taking a fresh look at income and how to use it.

Aberdeen Investments 7th Sep 2023

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Five investing mistakes to avoid

Investing is a business of assessing risk and seeking reward – mistakes are inevitable. Five veteran Capital Group portfolio managers share their investing mistakes and the subsequent lessons...

Capital Group 23rd Aug 2023

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Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 23rd Aug 2023

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UK equities: value opportunity or value trap?

Could falling inflation and a global soft landing over the coming months trigger a recovery in UK equities?

Capital Group 23rd Aug 2023

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ETFs at Fidelity: Under the hood

We believe that the right product is always the most efficient product for achieving a client's goals. With this in mind, we have moved to establish a differentiated range of ETFs that can act...

Fidelity International 22nd Aug 2023

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Sustainable Income: built to last

High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busti...

Baillie Gifford 22nd Aug 2023

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Unlocking the secrets of sustainable growth

Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.

Baillie Gifford 22nd Aug 2023

Partner Zone

FOMO is driving markets again

Investor sentiment has been far from stable so far in 2023 as bearish positioning at the start of the year has given way to a much more optimistic view over recent weeks. Fidelity Multi Asset Open...

Fidelity International 22nd Aug 2023

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Strat snippets: The recession procession

While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity St...

Fidelity International 22nd Aug 2023

Partner Zone

Exploring sustainable investments in Turkey’s turbulent market

Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.

Baillie Gifford 17th Aug 2023

Partner Zone

Hot property? The real deal in the property sector

Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate p...

Baillie Gifford 17th Aug 2023

Partner Zone

US economy hit by rolling recession

What happened to the widely predicted recession that was supposed to wreak havoc on the US economy this year? It happened, says Capital Group – just not all at once. 

Capital Group 17th Aug 2023

Partner Zone

Kirstie Spence: three exciting things about EMD

Capital Group’s Kirstie Spence, fixed income portfolio manager, shares her outlook for emerging market debt and outlines the three things currently exciting her about the asset class.

Capital Group 17th Aug 2023

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Baillie Gifford | Baillie Gifford Sustainable Income Fund update

Head of Income Research Steven Hay shares his views on the macroeconomic backdrop, persistent inflation, and the outlook for various asset classes. Capital at risk and income not guaranteed.

Baillie Gifford 9th Aug 2023

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Prospect of recession points towards new mix of assets

Justin Simler, from abrdn, discusses how finding portfolio balance will be paramount for investors amid changing economic environment.

Aberdeen Investments 9th Aug 2023

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Baillie Gifford | Baillie Gifford Japanese Fund Update

Investment manager Matthew Brett reflects on recent drivers of Japan’s market performance, shifts in the economic environment and the outlook for the future.

Baillie Gifford 4th Aug 2023

Partner Zone

Back to bonds for Baillie Gifford’s Multi Asset Team

Last year was a miserable year for almost all investors, but perhaps particularly so for multi-asset investors. The careful asset allocation and diversification on which they had built their portfo...

Baillie Gifford 2nd Aug 2023

Partner Zone

Charting China’s sustainability journey

The results of our ESG Analyst Survey highlight that ESG factors are rising up the priority list for Chinese companies, although Asia’s largest economy still has ground to cover to keep pace...

Fidelity International 1st Aug 2023

Partner Zone

Global Asset Allocation Insights

Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.

Fidelity International 1st Aug 2023

Partner Zone

Strat snippets: Long hot summer

As many of us get ready to fly away in search of summer sun, investors are hoping for cooler markets and a soft landing. With the macro outlook delicately poised, Fidelity Strategic Bond co-portfol...

Fidelity International 1st Aug 2023

Partner Zone

Japan outlook: the road to sustainable wage growth

Capital Group’s Anne Vandenabeele, Economist, assesses the outlook for Japan.

Capital Group 1st Aug 2023

Partner Zone

EM rate cuts on the horizon

As emerging market (EM) headline inflation trends down, we can expect a more visible slowing of core inflation in the second half of 2023, says Capital Group’s Peter Becker.

Capital Group 1st Aug 2023

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Baillie Gifford | Baillie Gifford Multi Asset Update

James Squires, Head of Multi Asset, and Paul Morrison, Client Director, reflect on the recent drivers of performance and the current environment influencing Multi Asset portfolios.

Baillie Gifford 1st Aug 2023

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Multi-asset investing: the world today – panel discussion video #3

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 31st Jul 2023

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The toolkit needed for the new market environment – panel discussion video #2

2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...

Adviser-Hub 27th Jul 2023

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Baillie Gifford | Upfront: Episode Two

Catch up on episode two featuring an interview with Gary Robinson, manager of the Baillie Gifford American Fund and find out about the US companies he is excited about.

Baillie Gifford 26th Jul 2023

Partner Zone

Adviser-Hub Annual Survey

At Adviser-Hub, we value your opinion, and we invite you to take part in our annual survey. By participating, you not only contribute to improving the platform but also stand a chance to win a &pou...

Adviser-Hub 26th Jul 2023

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Is it your duty to have another look at CIP outsourcing?

Dave Fewtrell, Head of Strategic Partnerships at abrdn, discusses how outsourcing your CIP could save you time and money, while also helping you mitigate risk.

Aberdeen Investments 25th Jul 2023

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abrdn | The Consumer Duty

With the Consumer Duty coming into force on 31 July, Russell Bignall, Managing Director Sales, and Alastair Black, Head of Savings Policy, discuss the impact of the rules on adviser firms in our Po...

Aberdeen Investments 25th Jul 2023

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Should your client invest in global real estate?

Our four charts will help you form your view.

Aberdeen Investments 24th Jul 2023

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The Investment Outlook (Q3) – Introduction

Peter Branner introduces 5 new Investment Outlook articles which offer insights into key asset classes and topics as storm clouds gather for investors.

Aberdeen Investments 24th Jul 2023

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Ninety One | Thinking beyond bonds: from the multi-asset income desk

Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton from Ninety One are back on...

Ninety One 19th Jul 2023

Partner Zone

Scottish Mortgage - Manager Insights

The market’s enthusiasm for predictability is not in shareholders’ best interests. Investment manager Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit...

Baillie Gifford 14th Jul 2023

Partner Zone

Actual investing: why thinking differently matters

Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?

Baillie Gifford 14th Jul 2023

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Active vs passive vs sustainability

With sustainability in focus, 'ye olde debate' has a new dimension. abrdn's Dave Fewtrell, Head of Strategic Partnerships, UK Wholesale, tells us more.

Aberdeen Investments 14th Jul 2023

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abrdn | abrdn MyFolio Sustainable Index fund range turns one

abrdn’s multi-asset MyFolio Sustainable Index range is an affordable, no-fuss, risk-targeted fund of funds solution that’s here to help.

Aberdeen Investments 7th Jul 2023

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MyFolio Sustainable Index: celebrating a year of low-cost responsible investing

The MyFolio Sustainable Index suite of funds from abrdn makes it easy to align your clients’ values and investment goals. In this article, investment managers Justin Jones and Daniel Reynolds...

Aberdeen Investments 4th Jul 2023

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Investing in passive funds over the long term

How are passive funds managed through different conditions over time? abrdn Investment managers Justin Jones and Daniel Reynolds explain what goes on behind the scenes to ensure passive multi-manag...

Aberdeen Investments 4th Jul 2023

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Hub Themes | Japan

Japan’s equity market is drawing fresh interest from investors, underpinned by still-attractive valuations and an intensifying focus on shareholder value. Hub Themes, a cur...

Adviser-Hub 3rd Jul 2023

Partner Zone

Navigating Uncertainty 2.0 – are bonds in the sweet spot?

Since the start of the year, the potential long term investment opportunity for fixed income has increased. Capital Group’s Peter Becker and Flavio Carpenzano tell us more.

Capital Group 30th Jun 2023

Partner Zone

Why R-star may rise, and its implications for rates and policy

R-star is the real interest rate that is neither expansionary nor contractionary when the economy is at full employment, says Capital Group’s Jared Franz.

Capital Group 30th Jun 2023

Partner Zone

2023 Midyear Outlook report

Capital Group’s portfolio managers and economists discuss the prospects for equities, bonds and economies in this new reality.

Capital Group 30th Jun 2023

Partner Zone

Bond outlook: Fed pause leaves many paths to income potential

After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.

Capital Group 30th Jun 2023

Partner Zone

Retirement income drawdown: building a framework for success

Drawdown is becoming a more important part of the retirement investment journey, says Capital Group’s Philip May, Director of Retirement Income Solutions.

Capital Group 30th Jun 2023

Partner Zone

Seeking enduring growth companies

“The philosophy stays the same, but the process should evolve,” says Alasdair McHugh, client services director on the Baillie Gifford Sustainable Growth Fund.

Baillie Gifford 30th Jun 2023

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Fidelity International | Wild for sound: how new research is plugging biodiversity’s data deficit

How do you measure something as complicated as biodiversity? Fidelity is...

Fidelity International 29th Jun 2023

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Climate transition bonds: putting capital to work where it's needed

abrdn’s Thomas Leys and Samuel Granthan discuss what role investors can play in the battle against climate change, while also seeking attractive financial returns.

Aberdeen Investments 29th Jun 2023

Partner Zone

Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times

Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery T...

Baillie Gifford 20th Jun 2023

Partner Zone

Can a weakening US dollar catalyse an emerging market decade?

Capital Group’s Natalya Zeman explores whether the dollar’s recent decline signals the end of its decade-long bull run, creating a positive backdrop for emerging market equities.

Capital Group 15th Jun 2023

Partner Zone

Commercial real estate: the next shoe to drop for the banking sector?

With lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.

Capital Group 15th Jun 2023

Partner Zone

Mild recession, strong recovery

The global economy has managed to avoid a recession in recent months – but that’s likely to change in the second half of the year, says Capital Group economist Jared Franz.

Capital Group 15th Jun 2023

Partner Zone

Stock market outlook: Broader opportunities emerge

Even as the global economic outlook weakens,  powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness. Capital Group tells...

Capital Group 15th Jun 2023

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Ninety One | From the Multi-Asset Income desk: reaching the debt ceiling

Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the...

Ninety One 15th Jun 2023

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Ninety One | From the multi-asset income desk: Fed in focus

Ellie Clapton and Jason Borbora-Sheen discuss the recent move by the Fed to increase their balance sheet and why that doesn’t change their view on risk assets over the long term.

Ninety One 15th Jun 2023

Partner Zone

Ninety One Big Picture

To listen to our podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

Ninety One 14th Jun 2023

Partner Zone

Contentions about growth investing in the USA

Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.

Baillie Gifford 9th Jun 2023

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Baillie Gifford | Contentions about growth investing in the USA

Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.

Baillie Gifford 9th Jun 2023

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How are the banking difficulties affecting real estate?

What do the banking challenges mean for real estate? Read more about the risks and opportunities.

Aberdeen Investments 6th Jun 2023

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Do European smaller companies have staying power?

We sift the data – and look to the past – to try and answer the question.

Aberdeen Investments 6th Jun 2023

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Can corporate bonds boost resilience?

We explore actively managed short duration sterling credit.

Aberdeen Investments 6th Jun 2023

Partner Zone

Big Tech turnaround: can it continue?

Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia— are leading a nascent recovery. Capital Group explores the factors driving the rally...

Capital Group 31st May 2023

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Baillie Gifford | Upfront: Episode One

Catch up on the launch episode of Upfront, packed with topics including the investment implications of AI, how biotech firm...

Baillie Gifford 24th May 2023

Partner Zone

Wild for sound: how new research is plugging biodiversity’s data deficit

What gets measured gets managed. But how do you measure something as complicated as biodiversity? Fidelity is a co-sponsor behind a team of researchers from the south of France who travelled into t...

Fidelity International 24th May 2023

Partner Zone

Why Latin America offers compelling opportunities

While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines why we are feeling optimistic over the outlook for Latin America. He...

Fidelity International 24th May 2023

Partner Zone

Fundamentals: A new era for weight loss drugs

New weight loss drugs stemming from type 2 diabetes treatments may change how the world deals with obesity, but healthcare systems are not yet set up to deliver it to the hundreds of millions of po...

Fidelity International 24th May 2023

Partner Zone

Reflecting on a decade of private company investing

Scottish Mortgage deputy manager Lawrence Burns, reflects on a decade of private company investing, and the reasons why Scottish Mortgage continues to invest in private companies.

Baillie Gifford 23rd May 2023

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Baillie Gifford | Baillie Gifford Multi Asset Quarterly Update

In this webinar recording, investment manager Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.

Baillie Gifford 18th May 2023

Partner Zone

What will you do with extra cash as the Fed changes course?

This year is already shaping up to be favourable for fixed income returns, say portfolio managers Vince Gonzales and John Queen. 

Capital Group 18th May 2023

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ESG: 4 Big Sustainability Trends Investors Can't Ignore

Amanda Young, Chief Sustainability Officer at abrdn, describes four big sustainability trends that will shape the way people invest for decades to come.

Aberdeen Investments 17th May 2023

Partner Zone

Outlook for credit sectors

Portfolio manager Damien McCann explains where he sees value across four primary credit sectors.

Capital Group 17th May 2023

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Baillie Gifford | Baillie Gifford European Equities: reflections and opportunities

Investment Manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.

Baillie Gifford 16th May 2023

Partner Zone

Baillie Gifford European Equities: reflections and opportunities

Investment Manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.

Baillie Gifford 16th May 2023

Partner Zone

The case for a higher-inflation regime

Capital Group economist Robert Lind believes financial markets could be underestimating a potential shift to a higher-inflation regime.

Capital Group 16th May 2023

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Another milestone for the Consumer Duty and what it means for advisers

With the Consumer Duty’s April deadline for manufacturers to publish their statements of target markets and value assessments now past, advisers need to take action. Alastair Black, Head of S...

Aberdeen Investments 15th May 2023

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Climate Crisis: 5 Ways To Close The Credibility Gap

Eva Cairns, Head of Sustainability Insights & Climate Strategy at abrdn, suggests five ways in which investors can help to close the credibility gap between companies’ climate ambition an...

Aberdeen Investments 14th May 2023

Partner Zone

Why the next economic recovery may be stronger than expected

Three questions have weighed on investors’ minds for months: will there be a recession? How bad will it be? And what comes next? 

Capital Group 4th May 2023

Partner Zone

Debt ceiling showdown: should investors worry?

Capital Group assesses the issue, which could come to a head this summer as the US Treasury starts running out of money to pay its bills.

Capital Group 4th May 2023

Partner Zone

Global Corporates

Increased dispersion in credit spreads brings opportunities for active managers, says Capital Group.

Capital Group 4th May 2023

Partner Zone

Macro insights: Recession risk heightened as hints of economic slowing emerge

Tightening monetary conditions are starting to bite and investors are beginning to price in a more challenging growth environment.

Capital Group 4th May 2023

Partner Zone

Baillie Gifford Managed Fund asset allocation: five burning questions

Asset allocation is never predetermined. Baillie Gifford’s Managed Fund takes a view on it against its strategic starting point each quarter. Capital at risk.

Baillie Gifford 4th May 2023

Partner Zone

The compelling case for mid-caps

Anjili Shah, Investment Director at abrdn, explains why we believe there is a compelling case for a dedicated allocation to global mid-cap equities.

Aberdeen Investments 28th Apr 2023

Partner Zone

Baillie Gifford on the changing face of growth

Growth doesn’t necessarily depend on favourable macro conditions and falling interest rates. Instead, it is driven by shifts in behaviour and technology. By investing in companies at the fron...

Baillie Gifford 27th Apr 2023

Partner Zone

From Yahoo to Z Holdings: the evolution of an online pioneer

How savvy strategy and powerful alliances helped Yahoo! Japan become an online powerhouse learning from others’ mistakes and leveraging business links helped it come out on top. Baillie Giffo...

Baillie Gifford 27th Apr 2023

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Baillie Gifford | The sustainability revolution

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

Partner Zone

Transformative investment: a new approach to a sustainable future

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

Partner Zone

UPSIDE Foods: why its vegan founder is championing meat

Scottish Mortgage deputy manager Lawrence Burns uncovers how UPSIDE Foods has developed a way to create meat, without needing farmed livestock.

Baillie Gifford 25th Apr 2023

Partner Zone

Markets rally despite bank scare

Capital Group’s Q1 roundup.

Capital Group 20th Apr 2023

Partner Zone

Has artificial intelligence reached a commercial tipping point?

Capital Group portfolio managers and analysts examine recent breakthroughs in the AI space and whether the sector may be nearing a commercial tipping point.

Capital Group 20th Apr 2023

Partner Zone

What the ‘next normal’ means for fixed income: reimagining core bonds

Capital Group’s Keiyo Hanamura, Investment Director, explores whether we are really returning to the pre-Covid era.

Capital Group 20th Apr 2023

Partner Zone

Multi asset income investment in a higher yield world

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines the investment case for those income-seeking investors, against the backdrop of higher yields. In a time of heightened mark...

Fidelity International 19th Apr 2023

Partner Zone

Q2 Investment Outlook

In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets. Global CIO Andrew McCaffery reveals three key theme...

Fidelity International 19th Apr 2023

Partner Zone

The case for the UK

With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.

Fidelity International 19th Apr 2023

Partner Zone

Taking the lead: Why we prefer engagement over exclusion

Investors have two ways of dealing with unsustainable companies: engage with them to help effect change or exclude them from portfolios. Fidelity's Head of Global Stewardship and Sustainable In...

Fidelity International 19th Apr 2023

Partner Zone

Why is Scottish Mortgage backing Moderna?

Defeating Covid was merely Moderna’s opening Act. Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust, discusses the long-term potential of the US biotech firm.

Baillie Gifford 19th Apr 2023

Partner Zone

Macro & Markets: good news is bad news in US inflation fight

Abigail Watt, Quantitative research economist from abrdn, explains why we think US monetary policy will continue to target inflation in the coming months.

Aberdeen Investments 18th Apr 2023

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Baillie Gifford | Scottish Mortgage – Your questions answered

From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.

Baillie Gifford 11th Apr 2023

Partner Zone

Scottish Mortgage – Your questions answered

From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.

Baillie Gifford 11th Apr 2023

Partner Zone

What the SVB collapse means for investors

For more than a year, investors have wondered what might prompt the Fed to alter its aggressive rate-hiking path. The collapse of SVB Financial may have provided the answer.

Capital Group 6th Apr 2023

Partner Zone

Sustainable dividends: the pursuit of quality and prudence

With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return.

Capital Group 6th Apr 2023

Partner Zone

How vulnerable is EM debt to volatility spillovers?

The three major factors driving EM debt – US financial conditions, the dollar and global growth – look likely to have been changed by the shock to the banking sector.

Capital Group 6th Apr 2023

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abrdn | Rediscover the benefits of true diversification with Global Real Estate

Anne Breen, Deputy Head of Real Estate, discusses what the key reasons for investing in a global real estate fund are. 
 

Aberdeen Investments 4th Apr 2023

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The outlook for corporate bonds as the economy slows - Panel Discussion Video #3

High corporate bond yields have drawn investors to the asset class since the start of the year, but will they still have as much appeal in a climate of rising default rates and weaker growth? Our p...

Adviser-Hub 4th Apr 2023

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abrdn | MyFolio Sustainable Index

MyFolio Sustainable Index range is an affordable, no-fuss, risk-targeted fund of funds solution that’s here to help. Watch the video to hear directly from fund managers Justin Jones and...

Aberdeen Investments 3rd Apr 2023

Partner Zone

Finding new drugs using data science

Recursion Pharmaceuticals CEO and co-founder Chris Gibson tells Scottish Mortgage manager Tom Slater why he believes robots and AI can help find potential drugs faster, cheaper and more effectively...

Baillie Gifford 3rd Apr 2023

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Government bond markets: back to normal? - Panel Discussion Video #2

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. Is it ‘back to normal’ for government bond markets, which can now provide yield, capit...

Adviser-Hub 3rd Apr 2023

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Turbulent markets: the impact of banking fragility - Panel Discussion Video #1

It has been a volatile period for bond markets following the collapse of Silicon Valley Bank and the turmoil in the banking sector. While few are predicting a re-run of the credit crisis, there are...

Adviser-Hub 2nd Apr 2023

Partner Zone

Asian banks: end of Fed hiking could be key

As the fallout from the collapse of Silicon Valley Bank ripples across the world, markets continue to consider potential contagion effects on the global banking sector and beyond.

Capital Group 22nd Mar 2023

Partner Zone

China reopening should benefit parts of EM Asia

Spillovers from China’s reopening will be mostly positive and the main channels are through tourism, goods imports and commodity prices. 

Capital Group 22nd Mar 2023

Partner Zone

10 investment themes for 2023

Capital Group shares 10 long-term themes that their investment team is focusing on right now. As these ideas illustrate, even during periods of uncertainty, it can be an exciting time to be an inve...

Capital Group 22nd Mar 2023

Partner Zone

Investment grade outlook: security selection may be key to managing uncertainty

Despite the market’s conviction, the macro-economic outlook remains uncertain and security selection will be crucial to capture opportunities.

Capital Group 22nd Mar 2023

Partner Zone

Four cardinal questions for investors in turbulent times

The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment ma...

Baillie Gifford 22nd Mar 2023

Partner Zone

Sustainable corporate bond investing

Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companie...

Baillie Gifford 21st Mar 2023

Partner Zone

Resilient growth for the long term

Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential

Baillie Gifford 21st Mar 2023

Partner Zone

Enduring growth for enduring good

An introduction to sustainable growth.

Baillie Gifford 21st Mar 2023

Partner Zone

A financial market reset brings opportunities for one of Baillie Gifford’s leading OEICs

Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.

Baillie Gifford 21st Mar 2023

Partner Zone

The risks and opportunities biodiversity poses to portfolios

With an estimated 50% of global GDP dependant on nature, biodiversity has significant implications for investment portfolios. Members of our investment team discuss how policymakers are focusing on...

Fidelity International 15th Mar 2023

Partner Zone

Fundamentals: The arms race in Artificial Intelligence (AI)

While the latest version of ChatGPT is a watershed moment for the popular use of AI technology, misconceptions remain about what it is and what it isn't. Senior tech analyst Jonathan Tseng give...

Fidelity International 15th Mar 2023

Partner Zone

SVB underlines the need for cautious positioning

The collapse of Silicon Valley Bank has led to a sharp increase in market volatility and raised concerns over financial stability. Our Solutions & Multi Asset team discuss the implications for...

Fidelity International 15th Mar 2023

Partner Zone

Can you maximise advice trend opportunities?

Dave Fewtrell, Head of Strategic Partnerships, UK Wholesale
Following the Covid-19 pandemic, the ways in which we interact, work, and do business have changed. This digital revolution is def...

Aberdeen Investments 14th Mar 2023

Partner Zone

Re-awakening utilities: the great energy transition

As utility companies face new challenges, more care is required to separate the winners and losers. As investors at Baillie Gifford, it’s our job to identify those with the best chance of suc...

Baillie Gifford 13th Mar 2023

Partner Zone

Multinational companies can thrive in tough times

Given the turbulence, aren’t multinational companies the most vulnerable of all? Jody Jonsson, Equity Portfolio Manager, believes the opposite is true.

Capital Group 9th Mar 2023

Partner Zone

Three views on the future of growth investing

Growth stocks took a beating in 2022, no question about that. The crucial question for growth-oriented investors today is: where do we go from here?

Capital Group 9th Mar 2023

Partner Zone

Five trends driving energy markets in 2023

Is there more fuel in the tank for energy stocks?

Capital Group 9th Mar 2023

Partner Zone

Ocado: when retail meets robotics

Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager...

Baillie Gifford 7th Mar 2023

Partner Zone

MyFolio fund ranges

Our MyFolio fund ranges offer you a cost-effective investment solution, so that you have more time to focus on your clients.

Aberdeen Investments 2nd Mar 2023

Partner Zone

Innovation: what are the habits of successful innovators?

In this second instalment of our Innovation Superstar series, James Mccann, Deputy Chief Economist, Research Institute and Abigail Watt, Research Economist, Research Institute analyse millions of d...

Aberdeen Investments 1st Mar 2023

Partner Zone

Why bonds will be back in favour in 2023

Roger Webb, Deputy Head of Sterling Investment Grade and Liam O’Donnell, Head of Nominal Rates Management
Global financial markets are contending with the most aggressive tightening in...

Aberdeen Investments 1st Mar 2023

Partner Zone

Fixed Income

Today’s fixed income markets offers you a wealth of ways to meet your clients needs for income, capital preservation and risk diversification.   

Aberdeen Investments 27th Feb 2023

Partner Zone

On demand webcasts

Take a look at our upcoming live and on demand webinars to watch at a time that suits you.

Aberdeen Investments 24th Feb 2023

Partner Zone

Fund centre

Search for all of our fund offerings.

Aberdeen Investments 24th Feb 2023

Partner Zone

Are 60-40 portfolios set for a comeback?

Questions are being asked about this traditional investment approach following a dismal 2022, but investors should not overlook their long-term credentials because of a single bad year.

Capital Group 22nd Feb 2023

Partner Zone

Five perspectives on ESG in bond investing

Five of Capital Group’s fixed income investment professionals share their experiences of considering and discussing material ESG matters with issuers. 

Capital Group 22nd Feb 2023

Partner Zone

Reshoring supply chains: what does it mean for investors?

Many companies are taking big steps to diversify their supply chains, focusing on reliability and robustness over cost and efficiency.

Capital Group 22nd Feb 2023

Partner Zone

Green finance: From local to global

Host: Amanda Young, Chief Sustainability Officer, abrdn
Guest: Omar Shaikh, Director, and Co-Founder of the Global Ethical Finance Initiative (GEFI)
We kick off our brand-new Sustaina...

Aberdeen Investments 22nd Feb 2023

Partner Zone

Defeating degenerative diseases

Denali Therapeutics’s CEO Ryan Watts tells Scottish Mortgage manager Tom Slater why he believes it can succeed where big pharma has failed by creating effective drugs for neurodegenerative di...

Baillie Gifford 21st Feb 2023

Partner Zone

UK retirement income: are consumers overconfident?

Capital Group’s Director of Retirement Income Solutions Philip May outlines key findings from a specially commissioned study by leading financial research specialist NMG.

Capital Group 21st Feb 2023

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Baillie Gifford | Resilient growth for the long term

When you’re surrounded by an ocean of information and noise it’s hard not to get distracted. Baillie Gifford's Global Income Growth investment manager Ross Mathison discusses why in...

Baillie Gifford 20th Feb 2023

Partner Zone

Resilient growth for the long term

When you’re surrounded by an ocean of information and noise it’s hard not to get distracted. Baillie Gifford's Global Income Growth investment manager Ross Mathison discusses why in...

Baillie Gifford 20th Feb 2023

Partner Zone

Have we passed peak risk in the UK?

The cost-of-living crisis and weak economic outlook have created a challenging environment for UK investors. Yet with much of this reflected in valuations, Fidelity UK Select Fund portfolio manager...

Fidelity International 14th Feb 2023

Partner Zone

Short but sweet: the case for short dated credit in six charts

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 14th Feb 2023

Partner Zone

The what, why and how of listed alternatives

More investors are recognising that listed alternatives have the potential to enhance returns and generate income, as well as offer diversification and downside protection benefits to a broader por...

Fidelity International 14th Feb 2023

Partner Zone

A framework for navigating uncertainty

Analysis shows that bonds already price in most of the downside risk and are expected to deliver favourable outcomes across a number of scenarios.

Capital Group 8th Feb 2023

Partner Zone

China: What could drive its markets in 2023

As nearly three years of lockdowns come to an end in China, will 2023 be a turning point for equity investors?

Capital Group 8th Feb 2023

Partner Zone

EMs with stronger fundamentals should see inflows

Global ownership of EM bonds stands at its lowest point in close to a decade – but EMs with stronger fundamentals should see inflows.

Capital Group 8th Feb 2023

Partner Zone

MercardoLibre: bridging the digital divide

Investment specialist Claire Shaw from the Scottish Mortgage team, discovers how MercadoLibre combines innovation and iteration to democratise commerce and access to financial se...

Baillie Gifford 6th Feb 2023

Partner Zone

Five burning questions on the Baillie Gifford Managed Fund

Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class. 

Baillie Gifford 3rd Feb 2023

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Capital Group | Time to rethink fixed income

Capital Group’s Global High Income Opportunities strategy has a multi-decade track record of delivering consistent income in different market conditions. Now available through an open-ended i...

Capital Group 26th Jan 2023

Partner Zone

Japan: forging economic resilience amid global headwinds

Capital Group’s economist Anne Vandenabeele shares her view on the outlook for Japan, potential benefits from the reordering of supply chains, and opportunities in the years ahead.

Capital Group 25th Jan 2023

Partner Zone

Four trends could power an industrial renaissance

Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance.

Capital Group 25th Jan 2023

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Baillie Gifford | Multi Asset Quarterly Update

Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for...

Baillie Gifford 25th Jan 2023

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Baillie Gifford | What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 25th Jan 2023

Partner Zone

Baillie Gifford: What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 25th Jan 2023

Partner Zone

Baillie Gifford: Multi Asset Quarterly Update

Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for...

Baillie Gifford 25th Jan 2023

Partner Zone

World markets review - Fourth quarter 2022

Capital Group’s review of world markets in the final quarter of 2022.

Capital Group 25th Jan 2023

Partner Zone

The economy in 2023: where Capital Group differs from market

Four contrarian scenarios in which Capital Group’s economists think current market consensus, as reflected in asset prices, may not be the most probable outcome.

Capital Group 25th Jan 2023

Partner Zone

Zipline - drones taking flight to save lives

What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in...

Baillie Gifford 24th Jan 2023

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Baillie Gifford | Sustainable Corporate Bond Investing

Investment managers Torcail Stewart and Lucy Isles discuss the rel...

Baillie Gifford 16th Jan 2023

Partner Zone

Why UK equities still offer attractive buying opportunities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...

Fidelity International 13th Jan 2023

Partner Zone

Getting real on sustainability

Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...

Fidelity International 13th Jan 2023

Partner Zone

Will traditional correlations reassert in 2023?

The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...

Fidelity International 13th Jan 2023

Partner Zone

U.S. markets outlook for 2023

Capital Group economist Jared Franz expects the U.S. economy to contract by about 2% in 2023. That would be worse than the tech and telecom bubble of the early 2000s, but not nearly as bad as the 2...

Capital Group 9th Jan 2023

Partner Zone

Baillie Gifford Managed Fund: Forging a path to progress

Like intrepid explorers, to find the best long-term growth opportunities Managed Fund investors must look for companies reaching uncharted territory and disrupting norms, writes client service dire...

Baillie Gifford 5th Jan 2023

Partner Zone

Scottish Mortgage Investment Trust: Manager Update

Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook. Capital at risk.

Baillie Gifford 15th Dec 2022

Partner Zone

Upcoming webinars

View all our on-demand and upcoming webinars.

Capital Group 13th Dec 2022

Partner Zone

Funds

Discover key funds that aim at today's market opportunities.

Capital Group 13th Dec 2022

Partner Zone

2023 Outlook: European energy demand picture could spell milder recession

The market pivot away from growth stocks over the past year has brought the dividend component of total stock returns back into focus.

Capital Group 12th Dec 2022

Partner Zone

Valuations beginning to look interesting

Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now begi...

Fidelity International 6th Dec 2022

Partner Zone

What happens next depends on the Fed

Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges...

Fidelity International 6th Dec 2022

Partner Zone

Capitalising on Asia’s improving ESG trajectory

Amid an uncertain macro environment, Fidelity Sustainable Asia Equity Fund portfolio manager Dhananjay P...

Fidelity International 5th Dec 2022

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Fidelity International | Outlook 2023: Sustainable Investing

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, provides his outlook for the year ahead for all things ESG.

Fidelity International 21st Nov 2022

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Fidelity International | Outlook 2023: Fidelity’s CEO and CIO debate the key themes

Fidelity’s CEO Anne Richards and Global CIO Andrew McCaffery discuss how investors should think about positioning for the challenges and opportunities that are set to arise over the coming ye...

Fidelity International 21st Nov 2022

Partner Zone

Outlook 2023 - Your guide to the year ahead in global markets

The impact of the events of the past year will be felt long into the next one, particularly the tragic consequences of the Ukraine war. Chief among them from a financial perspect...

Fidelity International 17th Nov 2022

Partner Zone

Fed hikes again, but are we passed peak hawkishness?

Despite the Fed’s fourth straight jumbo rate hike, Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines why peak hawkishness from central banks is now likely behind us. He discusses...

Fidelity International 15th Nov 2022

Partner Zone

An inflection point in UK credit

Fidelity Sustainable MoneyBuilder Income managers Sajiv Vaid and Kris Atkinson reflect on recent market and policy moves and discuss why we are nearing an inflection point in sterling credit. With yie...

Fidelity International 15th Nov 2022

Partner Zone

Key themes for COP 27

While COP 27 is being billed as the ‘implementation COP’, it remains to be seen whether the gap between climate plans and implementation will be closed. Jenn-Hui Tan, Fidelity’s Global Head of Steward...

Fidelity International 15th Nov 2022

Partner Zone

Scottish Mortgage stock stories: Redwood Materials

The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth inve...

Baillie Gifford 8th Nov 2022

Partner Zone

UK markets – what can history teach us?

Britain faces an economic and socio-economic crisis brought about by global events but also of its own making. Investment Strategist Russell Silberston draws on his 40-year career to see what lessons...

Ninety One 7th Nov 2022

Partner Zone

Sustainability in a pivotal year

Vivienne Taberer reflects on a pivotal 12 months for Ninety One’s EM Fixed Income platform from a sustainability perspective.

Ninety One 7th Nov 2022

Partner Zone

Diversified Income: a ten-year journey

To mark ten years of the Diversified Income Fund, portfolio managers John Stopford and Jason Borbora-Sheen sat down in the studio to reflect on their journey.

Ninety One 7th Nov 2022

Partner Zone

Do central banks know something we don’t?

Russell Silberston analyses the central bank action in conversation with Lindsay Williams.

Ninety One 7th Nov 2022

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Baillie Gifford | Scottish Mortgage Investment Trust: Museum of Progress

Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...

Baillie Gifford 3rd Nov 2022

Partner Zone

Scottish Mortgage Investment Trust: Museum of Progress

Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...

Baillie Gifford 3rd Nov 2022

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Baillie Gifford | Multi Asset Quarterly Update

Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and op...

Baillie Gifford 27th Oct 2022

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Baillie Gifford | Seizing advantage in emerging market bonds

Extreme moves in emerging market bond prices are often coupled with high income for long-term investors. Such opportunities are rare, but our emphasis on sustainability could allow us to take advantag...

Baillie Gifford 27th Oct 2022

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Baillie Gifford | Japanese Equities Update

In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital a...

Baillie Gifford 25th Oct 2022

Partner Zone

Baillie Gifford: Japanese Equities Update

In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital at r...

Baillie Gifford 25th Oct 2022

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Baillie Gifford | Baillie Gifford Sustainable Multi Asset Fund - Introduction Film

Multi-asset specialist Lindsey Knight and investment manager Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns. Capital at risk.

Baillie Gifford 14th Oct 2022

Partner Zone

Baillie Gifford Sustainable Multi Asset Fund - Introduction Film

In this short film, multi-asset specialist Lindsey Knight and investment manager Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns. Capital at risk.

Baillie Gifford 14th Oct 2022

Partner Zone

A simple theory: Einstein’s lesson for investors

Albert Einstein observed that simple is often best. Here, Baillie Gifford’s Robert Baltzer explains why this is true when it comes to investing in high yield bonds. Capital at risk and income not guar...

Baillie Gifford 29th Sep 2022

Partner Zone

Growth Investing: why the hunt for outliers remains compelling

Stuart Dunbar, partner at Baillie Gifford, explains why growth investing is as important as ever. Capital at risk.

Baillie Gifford 28th Sep 2022

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Fidelity International | Why UN SDGs matter to investors

Fidelity Sustainable Global Equity Fund portfolio manager Jamie Harvey outlines how and why the UN’s Sustainable Development Goals provide a powerful framework from both a return and sustainability pe...

Fidelity International 27th Sep 2022

Partner Zone

Scottish Mortgage: a decade of investing in private companies

Tom Slater, manager of Scottish Mortgage Investment Trust, looks at the process of picking private companies that create value and long-term relationships. Capital at risk.

Baillie Gifford 27th Sep 2022

Partner Zone

Navigating sustainable investing's growing pains

Sustainable investing has come in for a great deal of criticism since the turn of the year. The fall from grace has been spectacular with several factors contributing. Portfolio manager Jamie Harvey s...

Fidelity International 20th Sep 2022

Partner Zone

The Investor's Guide to China podcast: Engaging with companies in China

In this podcast our Asia investment experts across equities and sustainable investing discuss how developments on the ground in China are bringing sustainability evermore to the fore. They also reveal...

Fidelity International 20th Sep 2022

Partner Zone

Taking stock of Japan's equity market

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, takes stock of what has been a very challenging period for investors. He discusses how the market environment is likely to evolve over th...

Fidelity International 20th Sep 2022

Partner Zone

Infrastructure: seeking resilient income in tough times

Why investing in infrastructure for our greener future could also protect you against inflation. Baillie Gifford’s Gemma Wright explains how. Capital at risk and income not guaranteed.

Baillie Gifford 8th Sep 2022

Partner Zone

Infrastructure: seeking resilient income in tough times

Why investing in infrastructure for our greener future could also protect you against inflation. Baillie Gifford’s Gemma Wright explains how. Capital at risk and income not guaranteed.

Baillie Gifford 8th Sep 2022

Partner Zone

Understanding the new MiFID rules

From early August, financial advisers have been required to incorporate sustainability preferences into their clients’ suitability assessment. However, many advisers have struggled to adapt their proc...

Ninety One 6th Sep 2022

Partner Zone

Understanding the new MiFID rules

From early August, financial advisers have been required to incorporate sustainability preferences into their clients’ suitability assessment. However, many advisers have struggled to adapt their proc...

Ninety One 6th Sep 2022

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Baillie Gifford | Global Discovery: A decade of growth investing

The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.

Baillie Gifford 5th Sep 2022

Partner Zone

Global Discovery: A decade of growth investing

The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.

Baillie Gifford 5th Sep 2022

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Global equities

Right here, right now our sustainable global equity funds invest in companies who are addressing the world’s greatest environmental and social challenges. By doing so, they aim to deliver mor...

Fidelity International 5th Sep 2022

Partner Zone

Your guide to bond markets

Economic data continues to deteriorate and a slowdown that tips the US economy into a recession is a distinct possibility this year. Our Fixed Income investment team take stock of this challenging env...

Fidelity International 31st Aug 2022

Partner Zone

Anatomy of an ESG engagement

Equity analyst Cormac Byrne provides an overview of our recent engagement with Italian industrials firm Interpump. He outlines how collaborative - and at times challenging - discussions have brought a...

Fidelity International 31st Aug 2022

Partner Zone

Don’t lose sight of Asia’s structural growth opportunity

Asian investors have been grappling with a range of global and local headwinds. Against this uncertain backdrop, Fidelity Asia Fund Manager Teera Chanpongsang discusses the benefits of adopting a long...

Fidelity International 31st Aug 2022

Partner Zone

Baillie Gifford Managed Fund update

Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.

Baillie Gifford 18th Aug 2022

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Baillie Gifford | Baillie Gifford Managed Fund update

Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.

Baillie Gifford 18th Aug 2022

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Baillie Gifford Managed Fund update

Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.

Baillie Gifford 18th Aug 2022

Partner Zone

Baillie Gifford on why it’s not over for growth stocks

Drawdowns are not easy. Tech stocks and other future winners have been hit hard, but this is not the end for growth stocks as Baillie Gifford’s James Budden explains. Capital at risk.

Baillie Gifford 26th Jul 2022

Partner Zone

Corporate Bonds: Finding opportunities in resilience

Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.

Baillie Gifford 21st Jul 2022

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Baillie Gifford | Corporate Bonds: Finding opportunities in resilience

Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.

Baillie Gifford 21st Jul 2022

Partner Zone

Baillie Gifford: Which European country is driving innovation?

In this postcast, Baillie Gifford’s Stephen Paice, Head of Europe, explains how Sweden tops the charts for original thinking and innovation. Capital at risk.

Baillie Gifford 20th Jul 2022

Partner Zone

How are Baillie Gifford approaching their emerging market holdings?

From macroeconomics to sustainability, the Baillie Gifford Managed Fund team answer the key questions investors are asking about the funds emerging market holdings. Capital at risk.

Baillie Gifford 18th Jul 2022

Partner Zone

Baillie Gifford Managed Fund update

In times of volatility, it often pays to be patient. The team from Baillie Gifford Managed Fund discuss the importance of having a long-term outlook as opposed to focusing on short-term events. Capita...

Baillie Gifford 18th Jul 2022

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Ninety One | Ninety One View from the Multi-Asset Income Desk

With inflation at the top of investors’ minds, Jason Borbora-Sheen and Ellie Clapton discuss lessons from the past and implications for asset prices.

Ninety One 18th Jul 2022

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Baillie Gifford | Which European country is driving innovation?

In this podcast, Baillie Gifford’s Stephen Paice, Head of Europe, explains how Sweden tops the charts for original thinking and innovation. Capital at risk.

Baillie Gifford 14th Jul 2022

Partner Zone

Baillie Gifford Positive Change Fund: Keeping Positive

Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at r...

Baillie Gifford 13th Jul 2022

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Baillie Gifford | Baillie Gifford Positive Change Fund: Keeping Positive

Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at r...

Baillie Gifford 13th Jul 2022

Partner Zone

Scottish Mortgage Investment Trust - Manager Insights

Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at ris...

Baillie Gifford 5th Jul 2022

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Baillie Gifford | Scottish Mortgage Investment Trust - Manager Insights

Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at ris...

Baillie Gifford 4th Jul 2022

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Baillie Gifford | Baillie Gifford on the future of education

For digital learning companies that can balance accessibility and profits, the opportunities are vast. In this podcast, Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.

Baillie Gifford 27th Jun 2022

Partner Zone

Asia’s emerging dividend story

Fidelity Asian Dividend Fund portfolio manager Jochen Breuer reviews the landscape for dividend investors in the region. Against an uncertain backdrop, he discusses how a dividend-based approach can a...

Fidelity International 23rd Jun 2022

Partner Zone

Central bank watch

Our investment team explore the challenges faced by global central banks as they look to tackle high inflation and looming recession risks. They also shine a spotlight on how policy is diverging betwe...

Fidelity International 23rd Jun 2022

Partner Zone

Chart Room: Are cost pressures starting to ease?

Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts. On average, we still see companies' costs increasing over the next six months, but to...

Fidelity International 23rd Jun 2022

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Ninety One | Debunking carbon myths

Sam Anthony, analyst for the Ninety One Global Environment Fund, explains what the required financing is for the climate transition, what carbon really is, and the investment opportunity associated wi...

Ninety One 21st Jun 2022

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Fidelity International | Introducing the Fidelity Multi Asset Income Fund range

James Bird, National Development Associate Director, and Elia Soutou, Investment Director, provide an overview of the Fidelity Multi Asset Income fund range. Elia also shares her insight into the inve...

Fidelity International 17th Jun 2022

Partner Zone

Big brands need to clean up on plastics

Find out how Fidelity is pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.

Fidelity International 15th Jun 2022

Partner Zone

Investing through China's storm

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his perspectives on recent market volatility in China and discusses what happens next.

Fidelity International 15th Jun 2022

Partner Zone

Are cost pressures starting to ease?

Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts – on average, companies' costs are set to increasing over the next six months, but to...

Fidelity International 15th Jun 2022

Partner Zone

The sleeping giant: bond investors and the fight against climate change

In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role that fixed income investors can play in accelerating the shift to a net-zero world by...

Fidelity International 15th Jun 2022

Partner Zone

Energy efficiency champions: the indirect beneficiaries of oil spikes

Baillie Gifford looks beyond energy stocks to focus on companies whose earnings and dividends should see long-term benefits from higher oil and gas prices. Seb Petit explains why. Capital at risk and...

Baillie Gifford 14th Jun 2022

Partner Zone

Energy efficiency champions: the indirect beneficiaries of oil spikes

Baillie Gifford looks beyond energy stocks to focus on companies whose earnings and dividends should see long-term benefits from higher oil and gas prices. Seb Petit explains why. Capital at risk and...

Baillie Gifford 14th Jun 2022

Partner Zone

Infinite progress

Gary Robinson of the Baillie Gifford American Fund explains why there’s no reason to fear innovators will run out of ideas. In fact, the speed at which they generate them is accelerating. Capital at r...

Baillie Gifford 10th Jun 2022

Partner Zone

How is technology reshaping the future of education?

For digital learning companies that can balance accessibility and profits, the opportunities are vast. Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.

Baillie Gifford 10th Jun 2022

Partner Zone

How the energy crisis could fuel mobility innovation

Could the current energy crisis fuel greater change in the mobility sector, creating new opportunities for investors? Newton portfolio manager Frank Goguen and global investment strategist George Saff...

BNY Mellon Investment Management 31st May 2022

Partner Zone

Sustainable investing needs to evolve. Fast

Sustainable investing needs to evolve. Fast. The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need...

Ninety One 31st May 2022

Partner Zone

How to Measure Responsible Investing

With ESG reporting in its infancy, many investors take ESG scores at face value. In doing so, they risk missing what really matters. Toby Ross, co-manager of Baillie Gifford Global Income Growth strat...

Baillie Gifford 31st May 2022

Partner Zone

Focus on the outcomes, not the income

The Multi-Asset team shares its latest ‘retirement checklist’, comprising three core questions that help investors double check whether their existing strategy is as active and differentiated as their...

Ninety One 30th May 2022

Partner Zone

Sustainable investing needs to evolve. Fast

The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need to be re-engineered. Three of Ninety One’s po...

Ninety One 30th May 2022

Sustainable multi asset VIDEO

Fidelity International | Introducing the Fidelity Sustainable Multi Asset range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, discuss the Fidelity Sustainable Multi Asset fund range. Listen to benefit from Paul’s insight into the range’s...

Fidelity International 30th May 2022

Partner Zone

The long view: investing in the future

Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.

Baillie Gifford 26th May 2022

Partner Zone

Scottish Mortgage: long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.

Baillie Gifford 26th May 2022

Partner Zone

Scottish Mortgage: Long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.

Baillie Gifford 25th May 2022

Partner Zone

Electric Income

Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more. Capital at risk and income not g...

Baillie Gifford 24th May 2022

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Fidelity International | Introducing Fidelity Multi Asset Open range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Multi Asset Open range. Watch this short video to benefit from Paul’s insight into t...

Fidelity International 24th May 2022

Partner Zone

Electric Income

Electric Income Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more.

Baillie Gifford 24th May 2022

Partner Zone

The “Grand Chessboard” reconfigured; Stagflation risks intensify

The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conf...

Fidelity International 18th May 2022

Partner Zone

Bond investing in the zero-carbon future

Baillie Gifford’s Charlie Houston explains how renewable energy providers like India’s Greenko and Costa Rica’s ICE can tackle climate change while creating new sources of reliable income for investor...

Baillie Gifford 16th May 2022

Partner Zone

Corporates weigh the cost of long-term Russia exits

Our latest Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime a...

Fidelity International 16th May 2022

Partner Zone

50 is the new 25

Our Global Macro Team give their take on the US Federal Reserve’s first 50bps interest rate hike since 2000. Despite this seemingly hawkish move, they discuss why the Fed could end up delivering less...

Fidelity International 16th May 2022

Partner Zone

Scottish Mortgage: why decarbonisation needs patient investors

Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.

Baillie Gifford 16th May 2022

Partner Zone

Scottish Mortgage: why decarbonisation needs patient investors

Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.

Baillie Gifford 16th May 2022

Partner Zone

Your guide to blockchain and digital assets

In the last 10 years digital assets have evolved into a wide taxonomy of applications, including cryptocurrencies, and investors across the globe are starting to take notice. Read our guide to find ou...

Fidelity International 16th May 2022

Partner Zone

Central bank digital currencies: an age-defining shift in the monetary system?

A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?

Ninety One 13th May 2022

Partner Zone

This US tightening cycle is different and market participants don’t get it

Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto

Ninety One 13th May 2022

Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

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Baillie Gifford | Up to speed with property

A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...

Baillie Gifford 25th Apr 2022

Partner Zone

Up to speed with property

A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...

Baillie Gifford 22nd Apr 2022

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Ninety One | What will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Ninety One 20th Apr 2022

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Ninety One | Asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Ninety One 20th Apr 2022

NinetyOne_handlingtheyearahead VIDEO

Ninety One | How fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We asked Ellie Clapton, Portfolio Specialist at Ninety One, with a flexible strategy, how she is positioned for the year ahead.

Ninety One 20th Apr 2022

Partner Zone

Why is Baillie Gifford buying into private companies?

Baillie Gifford’s Peter Singlehurst explains the rise of investment opportunities in innovative private companies like SpaceX, Epic Games and Stripe. Capital at risk.

Baillie Gifford 13th Apr 2022

Sustainable global equity income VIDEO

Fidelity International | Why consider ESG factors for dividend investing?

Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund introduces the fund’s investment approach and shares why he believes a focus on sustainability is highl...

Fidelity International 11th Apr 2022

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 7th Apr 2022

Partner Zone

Ukraine war raises social and ethical dilemmas

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors alike. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines...

Fidelity International 6th Apr 2022

Partner Zone

Is the SFDR achieving its aims?

Is the SFDR achieving its aims? Kristina Church BNY Mellon Investment Management’s Head of Responsible Strategy, assesses the SFDR’s successes and challenges.

BNY Mellon Investment Management 6th Apr 2022

Partner Zone

Market View: What Russia-Ukraine means for energy and commodity markets

What Russia-Ukraine means for energy and commodity markets: recent oil and gas pricing may have seemed chaotic. But, as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as we...

Ninety One 6th Apr 2022

Partner Zone

Chart Room: The second-order impacts of the Ukraine war

As the appalling human cost of the war in Ukraine continues to grow, the knock-on economic effects are also being felt. With this in mind, we recently surveyed our team of analysts to gain an insight...

Fidelity International 29th Mar 2022

Partner Zone

Strat snippets: All eyes on geopolitics

A combination of central bank policy tightening and the tragic events in Ukraine have driven broad-based weakness across rates and credit markets in the opening weeks of 2022. Fidelity Strategic Bond...

Fidelity International 29th Mar 2022

Partner Zone

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance in the unfolding crisis. Once the dust settles a...

Fidelity Adviser Solutions 29th Mar 2022

Partner Zone

How can active bond investors find sustainable innovators?

Baillie Gifford’s Lucy Isles and Saorla Whelan explain how active bond investors can find the companies that are successfully adapting as the energy sector moves to a low-carbon initiative. Capital at...

Baillie Gifford 22nd Mar 2022

Partner Zone

Scottish Mortgage - The power of people

Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the futur...

Baillie Gifford 22nd Mar 2022

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Baillie Gifford | In conversation with the Scottish Mortgage managers

In this webinar, Baillie Gifford’s Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team.

Baillie Gifford 16th Mar 2022

Sustainable Asia VIDEO

Fidelity International | Fund update - Sustainable Asia Equity

Fidelity Sustainable Asia Equity Fund managers Dhananjay Phadnis and Flora Wang highlight how portfolio positioning is evolving in the current environment and how deep levels of corporate engagement i...

Fidelity International 14th Mar 2022

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We are living in the age of sustainable consumer brands

Consumers increasingly identify with what a product stands for and what it communicates to others. Aneta Wynimko, Portfolio Manager of the Fidelity Sustainable Consumer Brands Fund, discusses how comp...

Fidelity International 14th Mar 2022

Partner Zone

How investors can mitigate climate change

Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provid...

Fidelity International 14th Mar 2022

Partner Zone

Three key demographic drivers shaping tomorrow’s world

The world is changing rapidly, with three key demographic trends at play: we are living longer lives; we are living better lives; and there are more lives on the planet than ever before. We deep dive...

Fidelity International 14th Mar 2022

Climate change VIDEO

Fidelity International | How investors can mitigate climate change

Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provid...

Fidelity International 14th Mar 2022

Thematic investing VIDEO

Fidelity International | How Fidelity thinks about thematic investing

As interest in thematic investing continues to grow, Global Head of Investment Research Ned Salter introduces Fidelity’s capabilities in this area, outlining how we identify themes where high levels o...

Fidelity International 14th Mar 2022

HE_Reversaloffortunates VIDEO

Reversal of fortunes: asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Adviser-Hub 14th Mar 2022

Partner Zone

Fund update - Sustainable Asia Equity

Fidelity Sustainable Asia Equity Fund portfolio managers Dhananjay Phadnis and Flora Wang provide a fund update and outline how deep levels of corporate engagement is starting to deliver tangible resu...

Fidelity Adviser Solutions 10th Mar 2022

RGEI Image VIDEO

Baillie Gifford | Responsible Global Equity Income Fund

Baillie Gifford’s Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund. Capital at risk and income not guaranteed.

Baillie Gifford 1st Mar 2022

Partner Zone

Why cleaning up energy is good news for income investors

Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation.

Baillie Gifford 21st Feb 2022

Partner Zone

Why cleaning up energy is good news for income investors

Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation. Capital at risk and income not guaranteed.

Baillie Gifford 21st Feb 2022

Partner Zone

Strat snippets: Onwards and upwards

With rates on the rise and volatility alive and well, Fidelity Strategic Bond Fund co-portfolio manager Tim Foster assesses the impact of the recent hawkish pivot on bond markets. He discusses why the...

Fidelity International 21st Feb 2022

Partner Zone

Chart Room: Covid recovery tops the list of themes for 2022

A tempestuous start to the year for markets, driven by inflation and geopolitical worries, shouldn’t obscure what Fidelity analysts on balance expect to be the central theme of the next 12 months: the...

Fidelity International 21st Feb 2022

Partner Zone

Metaverse: Does it meta?

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s crack...

Fidelity International 21st Feb 2022

Eugene - cover image VIDEO

Fidelity International | Fidelity Multi Asset Income range - Fund update

Portfolio manager Eugene Philalithis shares a portfolio update and his latest market observations on high yield and equities, as well as his insight into the portfolio’s investments into alternatives.

Fidelity International 21st Feb 2022

Partner Zone

Investing in energy in a decarbonising world

As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Ninety-One’s Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the o...

Ninety One 10th Feb 2022

Partner Zone

Sustainable companies, global challenges

Investing in the sustainability revolution: recognising creative destruction is good for sustainable investment is an important step in finding the upcoming sustainable companies that will drive a mor...

Baillie Gifford 10th Feb 2022

Partner Zone

Fixed Income Spotlight: Sustainable investing

Fidelity’s fixed income investment team explores the critical role that fixed income investors can play in decarbonising the global economy and mitigating the impact of climate change.

Fidelity International 10th Feb 2022

Partner Zone

Baillie Gifford Managed Fund: 2021 performance review

Periods of weakness and market volatility aren’t comfortable, but we believe the Baillie Gifford Managed Fund’s consistent approach when investing in shares and bonds continues to be critical to deliv...

Baillie Gifford 4th Feb 2022

Partner Zone

Baillie Gifford Managed Fund: 2021 performance review

Periods of weakness and market volatility aren’t comfortable, but we believe the Baillie Gifford Managed Fund’s consistent approach when investing in shares and bonds continues to be critical to deliv...

Baillie Gifford 4th Feb 2022

FILJamie Harvey VIDEO

Fidelity International | Investing in the world’s sustainable leaders

Jamie Harvey, Portfolio Manager of the recently repurposed Fidelity Sustainable Global Equity Fund shares why he believes that companies addressing the world’s greatest environmental and social challe...

Fidelity International 1st Feb 2022

Partner Zone

Catch-2022 policy dilemma hits markets

Shifting narratives from central banks - coupled with strong inflationary pressures - has had a significant impact on investor sentiment over recent weeks. Global Head of Macro & SAA Salman Ahmed outl...

Fidelity International 1st Feb 2022

Partner Zone

A regime change for equities?

Recent market movements suggest that a regime change is underway. Toby Gibb, Global Head of Investment Directing - Equities, reviews the shift away from those areas that have benefited most from a low...

Fidelity International 31st Jan 2022

Partner Zone

Why China could roar in the Year of the Tiger

As people around the world get ready to celebrate the Chinese New Year, Fidelity China Special Situations PLC’s Dale Nicholls considers whether better times for investors in China’s equity markets. In...

Fidelity International 30th Jan 2022

Partner Zone

Nurobots: delivery with autonomous vehicles

Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone. Capit...

Baillie Gifford 26th Jan 2022

Partner Zone

Nurobots: delivery with autonomous vehicles

Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone.

Baillie Gifford 26th Jan 2022

Partner Zone

Navigating the ESG "bubble"

Navigating the ESG “bubble”: Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significant...

Fidelity International 24th Jan 2022

Partner Zone

Externalities: The world's measure of success is changing

Externalities are now at the heart of companies’ interactions with society. As the focus on sustainability intensifies, it is increasingly important for investors to understand and price externalities...

Ninety One 11th Jan 2022

Partner Zone

Emerging markets: Investing beyond ESG

Baillie Gifford’s John Berry explains why investing strategies need to consider emerging markets’ potential for improvement, not just their risk scores. Capital at risk and income not guaranteed.

Baillie Gifford 10th Jan 2022

Partner Zone

Emerging markets: Investing beyond ESG

Baillie Gifford’s John Berry explains why investing strategies need to consider emerging markets’ potential for improvement, not just their risk scores. Capital at risk and income not guaranteed.

Baillie Gifford 10th Jan 2022

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 10th Jan 2022

Partner Zone

Are SLBs more than just a passing fad?

As demand for sustainably invested products gathers pace, issuers of sustainability-linked bonds (SLBs) are gaining inroads to fixed income markets. Insight Investment portfolio manager Lutz Engberdin...

BNY Mellon Investment Management 10th Jan 2022

Partner Zone

Catch-22: Unravelling the policy paradox

2021 brought the recovery many had hoped for. Economies and business reopened, but no one could describe it as getting back to normal amid rocketing energy prices, high debt levels, and past-the-peak...

Fidelity International 14th Dec 2021

Partner Zone

Our three ESG themes for 2022

As we head towards 2022, Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, highlights three key themes that will be commanding our attention.

Fidelity International 14th Dec 2021

Partner Zone

20 years of investing in glamour and hard grind

Investing in ‘high risk’ debt requires imagination, patience and an alignment of interests, as Baillie Gifford’s Robert Baltzer, Head of Credit Research, explains. Capital at risk and income not guara...

Baillie Gifford 13th Dec 2021

Partner Zone

The view from the top

Watch our short video with CEO Anne Richards and Global CIO Andrew McCaffery as they take a closer look at the risks and opportunities that are set to arise in the year ahead.

Fidelity International 13th Dec 2021

Partner Zone

Establishing a more sustainable Asia investment

Our locally-based team discuss how sustainability practices are evolving across Asia and highlight how investors can benefit by partnering with companies on this journey.

Fidelity International 12th Dec 2021

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Baillie Gifford | Actual Income: We need to talk about inflation

When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of the Bailli...

Baillie Gifford 9th Dec 2021

Partner Zone

Three key priorities in sustainable investing

As we head into 2022, Fidelity’s Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan highlights three big themes coming into greater focus: deforestation, the just transition and double...

Fidelity International 6th Dec 2021

Partner Zone

We need to talk about inflation

Changing workforce demographics, Covid and climate change are pushing prices higher, leading to investment strategy shifts. Steven Hay, co-manager of the Baillie Gifford Multi Asset Income Fund explai...

Baillie Gifford 3rd Dec 2021

FIL_Outlook VIDEO

Fidelity International | Outlook 2022

Fidelity CEO Anne Richards and Global CIO Andrew McCaffery take a closer look at what investors can expect in 2022 and discuss the challenges and opportunities that might arise over the coming year.

Fidelity International 24th Nov 2021

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund – Manager Insights

Investment managers Iain McCombie and Steven Hay discuss inflationary pressures, ESG opportunities and heat pumps, among other matters, in conversation with product specialist Lucy Haddow.

Baillie Gifford 23rd Nov 2021

Market outlook three things to look out for over the next year Partner Zone

Smarter Insurance for a less risky future

The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and...

Baillie Gifford 17th Nov 2021

Partner Zone

Smarter Insurance for a less risky future

The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and...

Baillie Gifford 17th Nov 2021

Partner Zone

Biodiversity bonds raise the stakes

Biodiversity is being lost at an alarming rate, particularly in Latin America due to deforestation and climate change. With paper and pulp production one the major encroachments into natural habits, f...

Fidelity International 15th Nov 2021

Partner Zone

Failed lift-off from the BOE

The Bank of England surprised markets by keeping rates unchanged at its latest policy meeting. However, with rate rises likely to happen soon, Fidelity MoneyBuilder Income Fund portfolio managers Saji...

Fidelity International 15th Nov 2021

Partner Zone

The great inflation debate

The unusual nature of the Covid-19 economic recovery and the resultant policy response has led to broad-based inflationary pressures. Against this backdrop, our Global Macro Team give our take on one...

Fidelity International 15th Nov 2021

Fil_SustainableFuture VIDEO

Fidelity International | In the weeds with one of the world’s largest pulp producers

Fidelity Analysts and Brazilian paper manufacturer Suzano discuss the steps they’re taking to improve biodiversity and the role active investors can play in pushing companies to become more sustainabl...

Fidelity International 12th Nov 2021

Partner Zone

Green government bonds: the promise and the pitfalls

Green sovereign debt issuance is on the rise and could dramatically improve liquidity and standards across the green bond market as a whole. Fidelity International assesses both the promise and the pi...

Fidelity International 8th Nov 2021

Partner Zone

Shock of the old: investing in heavy industries in a new-energy world

As the basis of the world’s energy supply shifts from fossil fuels to mainly metal-based technologies, we face upheaval in many commodity markets. Ninety-One identifies opportunities for investors, bu...

Ninety One 8th Nov 2021

Partner Zone

UK green glit launch signals market shift

As markets prepare for COP26, Joshua Kendall, Insight Investment head of responsible investment research and stewardship, weighs the significance of the UK government’s first-ever green gilt issuance.

BNY Mellon Investment Management 25th Oct 2021

Partner Zone

Sustainable at heart: why businesses need to adapt

Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains. Capital at risk and income not guaranteed.

Baillie Gifford 21st Oct 2021

Partner Zone

Sustainable at heart: why businesses need to adapt

Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains.

Baillie Gifford 21st Oct 2021

Partner Zone

Staying Focused in Frantic Times

In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains. Capital at risk and income not guaranteed.

Baillie Gifford 14th Oct 2021

Partner Zone

Staying Focused in Frantic Times

In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains.

Baillie Gifford 14th Oct 2021

Partner Zone

Is inflation here to stay?

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey, which highlights the few sectors where inflation could be set to...

Fidelity International 14th Oct 2021

Partner Zone

Navigating the changing investment environment

As we enter the closing stretch of 2021, various risks to the global growth picture have emerged. Ninety One’s John Stopford, Head of Multi-Asset Income, discusses how investors could approach this ch...

Ninety One 14th Oct 2021

Partner Zone

Scottish Mortgage on disrupting disease with AI

Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains. Capital at risk.

Baillie Gifford 12th Oct 2021

Partner Zone

Scottish Mortgage on disrupting disease with AI

Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains.

Baillie Gifford 12th Oct 2021

Fidelity11Oct21 VIDEO

Fidelity International | What engagement means to us

Fidelity’s Ned Salter, Global Head of Investment Research, alongside various analysts, explain what engagement really means to us and what ESG and sustainability engagement with investee companies loo...

Fidelity International 11th Oct 2021

Partner Zone

A sustainable future demands real engagement

A sustainable future demands real engagement, working with policy makers and industry groups to bring about positive change. But what does that really look like in practice?

Fidelity International 6th Oct 2021

Partner Zone

Purpose not Governance

James Anderson, joint manager of Scottish Mortgage Investment Trust, argues that ill-defined ESG ratings and corporate policies can result in tragedy.

Baillie Gifford 6th Oct 2021

Partner Zone

The Baillie Gifford Managed Fund’s European Champions

European Investment Specialist, Thomas Hodges, answers five burning questions on the companies to watch.

Baillie Gifford 28th Sep 2021

Partner Zone

Biodiversity bond raises the stakes for paper firms

How a Brazilian paper and pulp maker recently launched the first ‘transition’ bond with specific rewilding targets prompted us to talk to another pulp maker about its activities.

Fidelity International 22nd Sep 2021

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Baillie Gifford | Multi Asset Income Fund: Retrospective

As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital...

Baillie Gifford 17th Sep 2021

Partner Zone

Baillie Gifford Multi Asset Income Fund: Retrospective

As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital...

Baillie Gifford 17th Sep 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 8th Sep 2021

Partner Zone

The past is a foreign country

Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and in...

Baillie Gifford 8th Sep 2021

Partner Zone

The Past is a Foreign Country

Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and in...

Baillie Gifford 8th Sep 2021

Partner Zone

Cows, methane and the climate threat

Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Our portfolio managers and analysts discuss a number of pioneering new meth...

Fidelity International 3rd Sep 2021

Fidelity_ZTOSept2021 VIDEO

Fidelity International | Sustainable engagement in China

The rapid growth in e-commerce has been accelerated by the Covid-19 pandemic, with significant knock-on implications in terms of fuel emissions and packaging waste. Against this backdrop, Fidelity has...

Fidelity International 3rd Sep 2021

Partner Zone

Staying the course in Asia

Asian equities have tumbled in recent times, driven by notable weakness in China’s markets amid heightened regulatory tightening. Fidelity Asia Fund portfolio manager Teera Chanpongsang reviews the ev...

Fidelity International 3rd Sep 2021

Partner Zone

What lies ahead for Europe?

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, review the outlook for continental European equity markets. Following a period of strong...

Fidelity International 3rd Sep 2021

Partner Zone

Chart Room: The value rally has further to go

The value rally has faltered following hawkish comments from the US Fed about future policy. But with the economic prospects for the US still strong, Matthew Quaife, Head of Multi Asset Investment Man...

Fidelity International 10th Aug 2021

Partner Zone

What next for China?

A harsher-than-expected overhaul of China’s education sector has hit investor sentiment. While some see this as part of a broader regulatory clampdown, we think these concerns are overdone. Asia Pacif...

Fidelity International 10th Aug 2021

Partner Zone

CEO Anne Richards on creating a more sustainable future

Following the publication of our Sustainable Investing and CSR 2021 Reports, Anne Richards discusses why sustainability factors must continue to move up the corporate agenda. She outlines how we are a...

Fidelity International 10th Aug 2021

VIDEO

Ninety One UK Alpha: Square Mile Talking Factsheet

Looking to provide a consistent and reliable level of outperformance. 

Adviser-Hub 9th Aug 2021

VIDEO

Baillie Gifford Japanese Income Growth: Square Mile Talking Factsheet

Alex Farlow, Head of Risk Based Solutions, takes a closer look at the Baillie Gifford Japanese Income Growth fund, an attractive long-term option for investors seeking income and growth potential in J...

Adviser-Hub 30th Jul 2021

VIDEO

Baillie Gifford Strategic Bond: Square Mile Talking Factsheet

This video offers Square Mile's independent view on a high conviction, income-oriented, strategic bond fund focused on resilient businesses and undervalued bonds.

Adviser-Hub 30th Jul 2021

Partner Zone

The future of bond investing is here

Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today. Capital at risk and income not guaran...

Baillie Gifford 22nd Jul 2021

Partner Zone

The future of bond investing is here

Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.

Baillie Gifford 22nd Jul 2021

Partner Zone

Positive Change – It’s Not Obvious

The Baillie Gifford Positive Change Fund invests in businesses that can help solve global challenges. But, as investment manager Kate Fox explains, the impact that some of the most influential compani...

Baillie Gifford 8th Jul 2021

Partner Zone

Positive Change – It’s Not Obvious

The Baillie Gifford Positive Change Fund invests in businesses that can help solve global challenges. But, as investment manager Kate Fox explains, the impact that some of the most influential compani...

Baillie Gifford 8th Jul 2021

Partner Zone

ESG Analyst Survey 2021: A world of opportunity

You may be familiar with Fidelity's Analyst Survey, which over the years has accurately predicted trends in the business world from the bottom-up. The survey has become a powerful tool in its own righ...

Fidelity International 29th Jun 2021

Partner Zone

Capitalising on China’s EV drive

Optimism around electric vehicles is on the rise as governments around the world make decarbonisation central to their strategies. Against this backdrop, China’s burgeoning electric vehicle (EV) marke...

Fidelity International 29th Jun 2021

Partner Zone

Policy credibility remains the key macro risk

The latest US Federal Reserve meeting was more hawkish than many market participants anticipated, with two rate hikes now expected in 2023. Global Head of Macro & Strategic Asset Allocation Salman Ahm...

Fidelity International 29th Jun 2021

Partner Zone

Why we need a global ESG standard

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, we discuss why corporates and investors must adopt a consistent...

Fidelity International 29th Jun 2021

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Fidelity International | ESG Analyst Survey 2021: The highlights

Three of our equity analysts, Alex Laing, Lulu Xiong and Karens Muljadi share some highlights from the ESG Analyst Survey 2021. They explain how companies are changing and adapting as we travel toward...

Fidelity International 29th Jun 2021

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Baillie Gifford | The Next Generation of Winners

Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.

Baillie Gifford 21st Jun 2021

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Fidelity International | Fidelity ESG Analyst Survey 2021

Fidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend now outweigh the risks. The report sheds light on...

Fidelity International 21st Jun 2021

Partner Zone

Strat snippets: Reflation and reopening

Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative. He also outlines how the portfolio is...

Fidelity International 17th Jun 2021

Partner Zone

Can inflation keep rising?

With US inflation climbing at the fastest pace since 2008, our latest monthly analyst survey shines a light on what our research team are seeing through their daily interactions with companies. We dis...

Fidelity International 17th Jun 2021

Partner Zone

The war on plastic

The way we currently consume plastic is environmentally unsustainable and needs to change. With the circular packaging solutions market set to boom, Fidelity Sustainable Water & Waste Fund Managers Ve...

Fidelity International 17th Jun 2021

NinetyOne17June21 VIDEO

Ninety One | The quest for quality in the UK

Simon Brazier, Ben Needham and Matt Evans highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term.

Ninety One 17th Jun 2021

AHEmail3_June21 VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Predictable income: is it possible?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 9th Jun 2021

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Adviser-Hub Rethinking Income Panel Discussion: Casting a wider net for growing income

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 3rd Jun 2021

Partner Zone

Seafarers’ crisis - one year on

Last year, as the Covid-19 crisis deepened, we first sounded the alarm of hundreds of thousands of forgotten maritime workers stranded at sea. One year on and the number stranded has halved to 200,000...

Fidelity International 1st Jun 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 1st Jun 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

The quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 1st Jun 2021

Partner Zone

Fund update - Emerging Markets

Fidelity Emerging Markets Fund portfolio manager Nick Price provides an update on the fund and discusses his outlook for the asset class. He outlines where we are seeing opportunities in anticipation...

Fidelity International 31st May 2021

Partner Zone

Equities Outlook May 2021 - Global economic boom taking shape

April gave us fresh highs in equity markets, and there is justification for it. Economic and corporate earnings data are indicating that we could be in moving into a global economic boom.

Fidelity International 30th May 2021

AH1_Canincomesbighitttersrevive VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Can income’s big hitters revive?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 26th May 2021

Partner Zone

Scottish Mortgage on the visionaries driving the future of healthcare

With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare. Capital at risk.

Baillie Gifford 24th May 2021

Partner Zone

Baillie Gifford Managed Fund: Answering the 5 burning questions on investors’ minds

The year 2020 felt somewhat surreal for UK investors. We answer some of the questions most asked by investors of the portfolio’s UK equity holdings. Capital at risk.

Baillie Gifford 23rd May 2021

Partner Zone

The outlook for Europe

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they maintain a positive outlook for regional equities. In particular, they...

Fidelity International 14th May 2021

Fidelity_Sustainabilityengagment VIDEO

Fidelity International | Inside Fidelity: Sustainable engagement in Europe

Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. Here, portfolio managers Vincent Durel and Aela Cozic outline the ma...

Fidelity International 14th May 2021

Partner Zone

A new paradigm in income investing

James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.

Baillie Gifford 14th May 2021

Partner Zone

A new paradigm in income investing

James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.

Baillie Gifford 13th May 2021

Partner Zone

Strat snippets: Tempering the taper talk

Led by the US Federal Reserve, talk of central bank tapering has been increasing over recent weeks. So how should fixed income holders approach this environment? We look at why it need not be all doom...

Fidelity International 13th May 2021

Partner Zone

The Asia Call: Sustainable investing

Our team shine a light on the rise of sustainable investing in Asia. As sustainability factors become an increasingly important driver of returns, we provide some real-life examples of how practices a...

Fidelity International 12th May 2021

AHPanelD_measures VIDEO

The weak spots in adviser ESG strategies: Measurement and performance

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 28th Apr 2021

Partner Zone

Central banks need to take urgent action on climate change

We are facing a climate emergency that demands collective action. CEO Anne Richards discusses the important role that central banks need to play in helping the transition towards a low-carbon world. S...

Fidelity International 27th Apr 2021

Partner Zone

Is UK value back?

Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, outlines why the recent rally in UK value stocks and sectors could be just the start of a sustai...

Fidelity International 26th Apr 2021

ScottishMortgage23Apr21 VIDEO

Baillie Gifford | Scottish Mortgage – The Next Generation of Winners

Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.

Baillie Gifford 23rd Apr 2021

Partner Zone

Macro outlook

As we move through the second quarter of the year, the global recovery continues apace, although volatility and ‘mini tantrums’ are testing central bank credibility. Against this backdrop, our Global...

Fidelity International 23rd Apr 2021

AHPanelD_Tools portfolio VIDEO

The weak spots in adviser ESG strategies: Do advisers have the tools to build a balanced portfolio?

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 21st Apr 2021

Coverslide - Coal-1 VIDEO

Fidelity International | Driving positive change on coal financing

As the most heavily polluting fossil fuel, coal should have no future in the global energy mix. Through active engagement, which is the cornerstone of our sustainable investment strategy and a crucial...

Fidelity International 13th Apr 2021

Partner Zone

Lessons in investing

Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.

Baillie Gifford 6th Apr 2021

Partner Zone

Lessons in investing

Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.

Baillie Gifford 6th Apr 2021

Partner Zone

Analyst Survey 2021 - Counting down the days

Each year we survey our analyst team across the globe to take the pulse of the corporate landscape. Unlike many other top-down macro surveys, the research starts at the bottom-up, aggregating individu...

Fidelity International 31st Mar 2021

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Sustainable investing

Active engagement is at the heart of our approach to sustainable investing. We believe it is the most effective way to influence corporate behaviour, build a more sustainable future and, ultimately...

Fidelity International 31st Mar 2021

Partner Zone

Asian equities: Flows vs friction

Paras Anand, CIO of Asset Management, Asia Pacific sets out the case for why growth opportunities in post-pandemic Asia are positioned to propel a long-term boom in equity capital markets. The region...

Fidelity International 31st Mar 2021

Partner Zone

Upcoming live webcasts with our investment team

Stay informed of our latest views on the outlook for global markets and the key factors and themes that are influencing our portfolio positioning.

Fidelity International 31st Mar 2021

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Our Sustainable family of funds

These funds are built on our core approach to sustainable investing, with an enhanced sustainable investing framework based on three pillars in order to deliver outcomes with a specific focus on su...

Fidelity International 31st Mar 2021

FIL_Coverslide VIDEO

Fidelity International | Our approach to sustainable investing

Focused on long-term sustainable outcomes, our approach to sustainable investing is based on three key pillars: corporate engagement, collaboration and integrated sustainability analysis. Watch our sh...

Fidelity International 31st Mar 2021

Partner Zone

Fixed Income Spotlight: Emerging markets

Our fixed income investment team debate the outlook and opportunities across emerging markets and specifically China. While 2020 was certainly an eventful year, with aggregate valuations relatively at...

Fidelity International 29th Mar 2021

Partner Zone

The great fiscal pivot

The Covid-19 pandemic has accelerated numerous pre-existing macroeconomic trends, including a dramatic rise in global debt. Our global macro and strategic asset allocation team examines the primary dr...

Fidelity International 28th Mar 2021

Partner Zone

A year in a bubble

In recent weeks, Google search trends for the phrase “stock market bubble” have reached record levels. Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger shares his...

Fidelity International 19th Mar 2021

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Fidelity International | Fidelity’s Analyst Survey 2021

Our annual Analyst Survey canvases Fidelity’s 140 sector experts globally for a detailed picture of how they expect to see their companies perform in the coming year. Fidelity’s Global Head of Researc...

Fidelity International 19th Mar 2021

Partner Zone

Analyst Survey 2021: Race is on to achieve net zero

European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsew...

Fidelity International 18th Mar 2021

Partner Zone

China takes a breather

Chinese equities have been caught in the storm of the reflation trade, with rising US real rates putting pressure on equity market valuations. While this dynamic may continue in the near-term, we outl...

Fidelity International 17th Mar 2021

BFManagedFundManagerFEB21 VIDEO

Baillie Gifford | Manager Insights

Hear from Steven Hay and Iain McCombie, investment managers from Baillie Gifford’s Managed Fund, as they reflect on 2020 and look forward to what’s to come.

Baillie Gifford 11th Mar 2021

Partner Zone

An acceleration of megatrends

Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.

Baillie Gifford 9th Mar 2021

Partner Zone

An acceleration of megatrends

Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.

Baillie Gifford 9th Mar 2021

Partner Zone

Serving a purpose

As we move into the recovery phase of the pandemic, Fidelity Global Focus Fund Manager Amit Lodha examines the strong linear relationship between companies with a high ESG rating and their valuation m...

Fidelity International 15th Feb 2021

Partner Zone

China, the West and the rest: progress on vaccine rollouts

Our health care analyst discusses the wide-ranging approaches taken by countries across the globe to vaccinate their populations and what that might mean for a global recovery - in health and in wealt...

Fidelity International 15th Feb 2021

Partner Zone

Inside Fidelity: Sustainable engagement

Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. In the first of our 2021 quarterly series, we outline our current ke...

Fidelity International 15th Feb 2021

Fidelity15Feb21 VIDEO

Fidelity International | Fidelity Live: The Analysts

Fidelity’s Global Head of Investment Research, Ned Salter is joined by analysts Juliet Pursaill and Federico Wynne, where they discuss the sentiment shifts they're seeing across their respective secto...

Fidelity International 15th Feb 2021

Partner Zone

Global Environment Fund

Seeks to capture the structural decarbonisation growth story – investing in companies that are driving the transition to a low carbon world.

Ninety One 5th Feb 2021

Partner Zone

UK Sustainable Equity Fund

Investing in companies making a positive contribution to the future of society and the environment.

Ninety One 1st Feb 2021

Partner Zone

Global Total Return Credit Fund

A dynamically managed, diversified, global credit solution seeking an attractive yield in today's low-yielding markets.

Ninety One 31st Jan 2021

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American Franchise

A differentiated Quality approach to American equity investing.

Ninety One 28th Jan 2021

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Asia Pacific Franchise Fund

A Quality approach focused on the growth engine of the world. The expanding opportunity set in Asia, we believe, provides a highly investable, liquid and diverse group of exceptional quality compan...

Ninety One 28th Jan 2021

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UK Equity Income

A core UK equity income fund focused on sustainable dividend growth, investing in attractively valued quality businesses.

Ninety One 27th Jan 2021

Partner Zone

Diversified Income Fund

A tried and tested defensive return strategy with a proven track record of protecting the downside in weak markets and capturing the upside in less challenging conditions.

Ninety One 27th Jan 2021

Partner Zone

Global Macro Allocation

A flexible multi-asset strategy aiming to compound high total returns through time.

Ninety One 26th Jan 2021

BNYMellonSustainable-Talkingfactsheet VIDEO

BNY Mellon Sustainable Global Dynamic Bond: Square Mile Talking Factsheet

A solid sustainable global fixed income fund with a focus on capital preservation.

Adviser-Hub 25th Jan 2021

Partner Zone

Resilience amid uncertainty

Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discus...

Fidelity International 14th Jan 2021

Partner Zone

Chinese consumption: accelerating and evolving

Consumer behaviour patterns are shifting online globally and nowhere is this more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisat...

Fidelity International 14th Jan 2021

Partner Zone

The macro view

The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US S...

Fidelity International 14th Jan 2021

Baillie Gifford22Jan21 VIDEO

Baillie Gifford | Scottish Mortgage – Invest in Progress

Joint managers of Scottish Mortgage Investment Trust discuss the impact of companies leading fundamental change in industry, the economy and society.

Baillie Gifford 22nd Dec 2020

Partner Zone

Outlook 2021 - Seizing the new reality

Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.

Fidelity International 16th Dec 2020

Partner Zone

Value and the vaccine

The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...

Fidelity International 16th Dec 2020

Partner Zone

China Stewardship Report 2020

When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We...

Fidelity International 16th Dec 2020

Partner Zone

The outlook for UK credit

Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no lon...

Fidelity International 16th Dec 2020

VIDEO

Baillie Gifford Japanese Fund: Square Mile Talking Factsheet

Investing in Japanese companies with above average growth.

Adviser-Hub 8th Dec 2020

VIDEO

Baillie Gifford High Yield Bond: Square Mile Talking Factsheet

Although ideas may take some time to play out, we believe investors will be well rewarded with both an income stream and the potential for capital appreciation.

Adviser-Hub 8th Dec 2020

Partner Zone

Outlook 2021: Seizing the new reality

2020 has been a year like no other. The global economy was upended and the fastest bear market in history has been followed by a remarkable recovery. So how should investors think about approaching th...

Fidelity International 2nd Dec 2020

Partner Zone

Better times ahead for UK equities?

Portfolio manager Alex Wright takes a more optimistic view for UK equities in 2021 due to recently announced vaccine breakthroughs and a potential resolution to Brexit talks. Against this backdrop, he...

Fidelity International 2nd Dec 2020

FIL_CIO webcast VIDEO

Fidelity International | Fidelity’s CEO and CIOS on the year ahead

CEO Anne Richards, Global CIO Andrew McCaffery and Global Head of Macro & SAA Salman Ahmed discuss the key macro issues facing the world in 2021. Who is best positioned to seize the new reality?

Fidelity International 2nd Dec 2020

FIL_Paras VIDEO

Fidelity International | Big ambitions for Asia in 2021

Paras Anand, CIO for Asia Pacific discusses the three key areas he believes investors should focus on over the coming year when hunting for opportunities across the region.

Fidelity International 2nd Dec 2020

Partner Zone

Asia’s big ambitions

Historians may look back on 2020 not only as the year of the Covid-19 pandemic, but also as the year in which Asian economic leadership came to the fore. Paras Anand, CIO Asset Management Asia Pacific...

Fidelity International 2nd Dec 2020

Partner Zone

Investing in a sustainable future

We held our Investing in a sustainable future virtual event last week where Fidelity and external experts discussed the rise of sustainable investing and the implications for policymakers, companies a...

Fidelity International 20th Nov 2020

Partner Zone

Latest portfolio manager views on the US election

Joe Biden has been announced as the winner of a hotly contested US presidential election with the outcome of the Senate to be known in January. Here, a selection of our equity portfolio managers acros...

Fidelity International 20th Nov 2020

FILSustainblepass20Nov20 VIDEO

Fidelity International | Driving positive change in corporate behaviour

Hear how Fidelity portfolio managers work with companies around the world to improve practices and investment outcomes.

Fidelity International 20th Nov 2020

FILSustainable20Nov20 VIDEO

Fidelity International | Investing in a sustainable future

How can investors, policymakers and companies create a sustainable model for capitalism that serves stakeholders as well as shareholders?

Fidelity International 20th Nov 2020

Partner Zone

The two questions on our minds

Portfolio manager Jeremy Podger tackles two key issues facing markets; is the tech sector once again in bubble territory and has Covid-19 hastened a paradigm shift in governments' economic management?...

Fidelity International 3rd Nov 2020

Partner Zone

Five fixed income themes for the next five years

Over five years on from taking over Fidelity MoneyBuilder Income, co-portfolio manager Sajiv Vaid reflects on a remarkable period for domestic investors. He also looks ahead and outlines five key them...

Fidelity International 3rd Nov 2020

Partner Zone

Sentiment improves again

Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...

Fidelity International 3rd Nov 2020

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Ninety One | US Election: 91 seconds with…

Paul Vincent, Portfolio Manager on the Ninety One American Franchise Fund, explains his Quality approach to navigating volatile equity markets in the run up to the election.

Ninety One 29th Oct 2020

Partner Zone

The case for a ‘K-shaped’ recovery

V, W or L? Market participants have assigned various letters to the potential shape of the economic recovery from Covid-19. Here, Romain Boscher, Global CIO for Equities, makes the case for a two-spee...

Fidelity International 14th Oct 2020

Fil25years13Oct20 VIDEO

Fidelity International | Fidelity MoneyBuilder Income - lessons from the last 25 years

25 years on from launch, our investment team take a trip down memory lane and discuss how and why the Fidelity MoneyBuilder Income Fund has successfully stood the test of time

Fidelity International 13th Oct 2020

The future of Asia VIDEO

Fidelity International | Inside Asia: The future of Asia

Fidelity China Special Situations PLC manager Dale Nicholls debates the role of China in the new global economic order. Guest speakers Dr Keyu Jin from the LSE and Fan Bao, Chairman and CEO of investm...

Fidelity International 12th Oct 2020

Establishing a more sustainable Asia investment VIDEO

Fidelity International | Inside Asia: Establishing a more sustainable Asian investment

Fidelity’s Flora Wang, a director in our sustainable investing team, alongside Fidelity analysts review how sustainability factors are moving up the corporate agenda in Asia and outline how we engage...

Fidelity International 8th Oct 2020

Can China climb the value chain VIDEO

Fidelity International | Inside Asia: Can China succeed in climbing the value chain?

Fidelity’s Head of Equities, Ned Salter, technology analyst Tina Tian and healthcare analyst Yuanlin Lang discuss China’s drive to tech self-sufficiency and the opportunities that this is creating acr...

Fidelity International 6th Oct 2020

The rise of Asia VIDEO

Fidelity International | Inside Asia: From resilience to recovery

Paras Anand, CIO, Asia Pacific believes this is a pivotal moment for Asia as it moves from resilience to recovery and signals the growing role it will play going forward - both in the global economy a...

Fidelity International 2nd Oct 2020

Evolution of Asias capital markets VIDEO

Fidelity International | Inside Asia: The evolution of Asia’s capital markets

Fidelity’s Jenn-Hui Tan, Global Head of Stewardship & Sustainable Investing, alongside other Fidelity experts discuss the latest developments in Asia’s capital markets and what are the implications fo...

Fidelity International 2nd Oct 2020

Partner Zone

September CIO outlook

Global CIOs Andrew McCaffery and Romain Boscher discuss how economies and companies are emerging from the pandemic and the implications for markets. While there are growing signs of optimism, markets...

Fidelity International 22nd Sep 2020

Partner Zone

What we're watching in Asia

Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensu...

Fidelity International 21st Sep 2020

Partner Zone

How to deal with uncertainty

Six months on from the acute onset of Covid-19, markets seem caught in a tug of war between positive and negative developments. Fidelity UK Select Fund Manager Aruna Karunathilake discusses how he’s d...

Fidelity International 20th Sep 2020

BGAShocking Revelation-CapitalismCan Power Positive Change - Holding Image VIDEO

Baillie Gifford | A shocking relevation – Capitalism can power positive change

Baillie Gifford investment managers Kate Fox and Lee Qian on why a positive investment approach can also be the basis of attractive returns.

Baillie Gifford 16th Sep 2020

Partner Zone

Sustainable Investing: Finding the innovative companies of the future

Are there limits to economic growth? Will we run out of ideas? Innovation will create a more prosperous, sustainable and inclusive world.

Baillie Gifford 14th Sep 2020

Partner Zone

Investing for a positive impact

What do we mean by impact investing, and can it really deliver? Baillie Gifford investment manager Kate Fox talks to Iona Bain.

Baillie Gifford 14th Sep 2020

Partner Zone

Actual Income

Baillie Gifford have launched a new website that brings together the best of their thinking on investing for income. The site features insights into how to achieve different mixes of sustainable incom...

Baillie Gifford 11th Sep 2020

MMF2020 VIDEO

Multi-Manager Forum: Virtual Event Recording

This forum gives you the chance to hear the latest thought-provoking insights from fund managers covering the increased relevance of a multi-manager strategy in today's world.

Adviser-Hub 11th Sep 2020

Partner Zone

Actual Income

Baillie Gifford have launched a new website that brings together the best of their thinking on investing for income. The site features insights into how to achieve different mixes of sustainable incom...

Baillie Gifford 10th Sep 2020

Partner Zone

Casting the net wider

Paul Roberts of Baillie Gifford explains how a multi-asset approach can provide resilient long-term income in times of upheaval.

Baillie Gifford 2nd Sep 2020

Partner Zone

Casting the net wider

Paul Roberts of Baillie Gifford explains how a multi-asset approach can provide resilient long-term income in times of upheaval.

Baillie Gifford 2nd Sep 2020

Partner Zone

Analyst Survey: Can companies withstand a second wave?

Our analysts are seeing an increasing number of companies globally stepping-up preparations for another virus outbreak. Find out the areas that appear well positioned to weather a second wave, as well...

Fidelity International 1st Sep 2020

Partner Zone

Our CIOs on the outlook for fixed income markets

Covid-19 caused huge stress in global credit markets, but an unprecedented policy response has so far kept defaults under control. We assess whether policymakers can continue to meet high investor exp...

Fidelity International 1st Sep 2020

SMBNYMRRFud VIDEO

BNY Mellon Real Return: Square Mile Talking Factsheet

An unconstrained multi asset fund managed by an experienced and well regarded team.

Adviser-Hub 1st Sep 2020

Partner Zone

What's driving the US-China tit-for-tat over TikTok?

The US decision to ban TikTok, an app owned by Chinese firm ByteDance, unless it is sold to an American firm is the latest development in US-China tensions. While ByteDance can thrive with or without...

Fidelity International 1st Sep 2020

Partner Zone

The connectivity revolution is only just beginning

The connectivity enabled by the top seven ‘super platforms’ of Facebook, Google, Amazon, Apple, Microsoft, Tencent and Alibaba is unprecedented in human history. Portfolio managers Jon Guinness and Su...

Fidelity International 17th Aug 2020

Partner Zone

August CIO outlook

Global CIOs Andrew McCaffery and Steve Ellis discuss the impact that the policy response to Covid-19 is having on fixed income markets. As we move through recovery, will policymakers continue to meet...

Fidelity International 14th Aug 2020

asiaAug20 Partner Zone

Asia equity

Journey into Asia’s evolving investment landscape as we look beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.

Fidelity International 7th Aug 2020

Partner Zone

Q3 outlook: Nearing the limit

The extraordinary monetary and fiscal measures taken by policymakers to counter the worst economic effects of the virus encouraged an element of animal spirits - particularly among retail investors. B...

Fidelity International 6th Aug 2020

Partner Zone

China stays home

At this time of the year, Chinese tourists would typically be seen visiting and spending across a number of global destinations. But with most overseas travel off-limits, Fidelity China Consumer Fund...

Fidelity International 6th Aug 2020

Partner Zone

Inside Asia: Leading the way - 21-25 September

Virtual event series: Join our locally-based investment team as they debate the outlook for Asia in a post-Covid-19 world. As the global economy slowly gets back on its feet, we will reveal how the la...

Fidelity International 6th Aug 2020

Multi_AssetAug20 Partner Zone

Fidelity Multi Asset

Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.

Fidelity International 6th Aug 2020

Global_DividendAug20 Partner Zone

Fidelity Global Dividend Fund

With a more uncertain outlook for valuations and growth, the Fidelity Global Dividend Fund aims to deliver an attractive dividend-based total return with an emphasis on capital preservation.

Fidelity International 5th Aug 2020

Partner Zone

It's time to look east

First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell, co-manager of the Baillie Gifford Pacific Fund, s...

Baillie Gifford 27th Jul 2020

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Baillie Gifford | Baillie Gifford Multi Asset Income Fund (Manager Insights July 2020)

Steven Hay explains why the Multi Asset Income Team are looking forwards with optimism, preferring to focus on areas where ‘great’ is used to describe the scale of the income opportunity rather than a...

Baillie Gifford 27th Jul 2020

Healthcare VIDEO

Fidelity International | The Future of Healthcare

Fidelity’s Global Health Care team reveal their latest thinking on the trajectory of Covid-19 and the implications for investors. They also look ahead to the US elections and the impact of increasing...

Fidelity International 23rd Jul 2020

Connectivity VIDEO

Fidelity International | The Future of Connectivity

Fidelity Analysts explore recent developments in connectivity, including the roll out of 5G across the globe, China’s innovation push to tech self-sufficiency and how global connectivity trends have s...

Fidelity International 23rd Jul 2020

Consumption VIDEO

Fidelity International | The Future of Consumption

Consumption habits have been fundamentally altered by the lockdowns we’ve seen imposed globally. Fidelity experts discuss the winners and losers, with a particular focus on the US and China - the worl...

Fidelity International 23rd Jul 2020

FIL9Futurists_Jul20 VIDEO

Fidelity International | The future of the economy - keynote

As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Wen-Wen Lindroth, Fidelity’s Lead Cross-Asset Strategist discusses what...

Fidelity International 9th Jul 2020

FIL9FuturPanel_Jul20 VIDEO

Fidelity International | The future of the economy - panel discussion

Speakers Professor Linda Yueh, Economist and Director of Fidelity China Special Situations plc and Dr Andrew Sentance, former Bank of England MPC member - debate the key macro themes set to influence...

Fidelity International 9th Jul 2020

Partner Zone

Dividend Dos and Don’ts – lessons for income investors

Income investors should learn the right lessons from the wreckage wrought by the pandemic. Read more in Enlightenment, Baillie Gifford’s funds magazine. Capital at risk and income not guaranteed.

Baillie Gifford 6th Jul 2020

Partner Zone

Setting Our Sights on Private Companies

It’s often listed companies that make the headlines but some of the most exciting investment opportunities are in private firms according to Scottish Mortgage Investment Trust’s Catharine Flood.

Baillie Gifford 6th Jul 2020

Partner Zone

It's time to look east

The Asia ex Japan region and its companies are thriving

Baillie Gifford 6th Jul 2020

Partner Zone

What’s the Purpose of Investing?

Over the last decade, the investment industry has become increasingly short term and complex. Stuart Dunbar, partner at Baillie Gifford, explains why he believes the industry has lost its way.

Baillie Gifford 15th Jun 2020

Partner Zone

What’s the Purpose of Investing?

Over the last decade, the investment industry has become increasingly short term and complex. Stuart Dunbar, partner at Baillie Gifford, explains why he believes the industry has lost its way.

Baillie Gifford 15th Jun 2020

The investors guide to China - img VIDEO

Fidelity International | The Investor's Guide to China - technology and innovation

It wasn’t long ago that China was regarded as an imitator rather than an innovator. Fidelity Head of Asset Management, Asia Pacific, Paras Anand shares his insight into why this now isn’t the case.

Fidelity International 3rd Jun 2020

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Fidelity International | Thinking differently about diversification

With Andrew McCaffery, Global CIO, Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset.

Fidelity International 3rd Jun 2020

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Fidelity International | Market Perspectives: Special Situations

Fidelity Special Situations Fund and Special Values PLC portfolio Alex Wright on his outlook for UK equities.

Fidelity International 3rd Jun 2020

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Fidelity International | Market Perspectives: Asia Pacific Opportunities

Anthony Srom, portfolio manager of the Fidelity Asia Pacific Opportunities Fund share his latest insight and portfolio positioning.

Fidelity International 3rd Jun 2020

Partner Zone

Baillie Gifford Managed Fund – Manager Update

Lucy Haddow, product specialist, gives an update on the Baillie Gifford Managed Fund and its position during these challenging times.

Baillie Gifford 2nd Jun 2020

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Baillie Gifford | Baillie Gifford Managed Fund – Manager Update

Lucy Haddow, product specialist, gives an update on the Baillie Gifford Managed Fund and its position during these challenging times.

Baillie Gifford 2nd Jun 2020

Partner Zone

Wanted – Bond Champions: Why it pays to be a fixed income investor

Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. However, Baillie Gifford’s Phil Annen insists that this is an asset class that can still form a...

Baillie Gifford 29th May 2020

Partner Zone

Why This Crisis Favours Growth Stocks

Growth stocks have been more resilient during the pandemic. Tom Slater of Scottish Mortgage explains why now is not the time to hunt for value stocks.

Baillie Gifford 28th May 2020

CIO webcast_Steve VIDEO

Fidelity International | Analysing the effects of monetary explosion

While the response from global central banks has helped to stabilise markets, the sheer size of the intervention could be storing up problems for the future. Fidelity CIOs Andrew McCaffery and Steve E...

Fidelity International 27th May 2020

Global Special Situations webcast VIDEO

Fidelity International | Market Perspectives: Global Special Situations

Jeremy Podger, portfolio manager of Fidelity Global Special Situations Fund, explains why as time has gone on, he believes it’s clear that the length and duration of consolidation in the Western world...

Fidelity International 27th May 2020

Partner Zone

Staying the Course for Scottish Mortgage

The disruption caused by the coronavirus pandemic extends far beyond the narrow world of investment, but as Scottish Mortgage’s Catharine Flood explains, within that sphere the trust remains committed...

Baillie Gifford 26th May 2020

Partner Zone

Navigating a Stock Market Crisis

What has a century of investing taught us about navigating a stock market crisis? Scott Nisbet, partner at Baillie Gifford, discusses the benefits of thinking long term.

Baillie Gifford 25th May 2020

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Fidelity International | Fidelity CIOs: Shining a spotlight on solvency

As we move into a phase where solvency becomes the priority, Fidelity CIOs Andrew McCaffery and Romain Boscher assess the different shapes of company recoveries and why investors need to become more d...

Fidelity International 15th May 2020

FILSterlingF15May20 VIDEO

Fidelity International | Market Perspectives: Sterling Fixed Income

Fidelity co-portfolio managers Sajiv Vaid and Kris Atkinson discuss the outlook and opportunities across domestic fixed income markets.

Fidelity International 15th May 2020

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Fidelity International | Market Perspectives: Emerging Market Debt

Fidelity portfolio manager Eric Wong discusses the outlook and opportunities for the Fidelity Emerging Market Debt Fund.

Fidelity International 15th May 2020

FilMarketPerspective12May20 VIDEO

Fidelity International | The income conundrum

Fidelity’s Andrew McCaffery, Global CIO Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, discuss the risks and trade-offs that income investors need to consider movi...

Fidelity International 12th May 2020

Partner Zone

Investing in sustainability: the power of ESG

The COVID-19 pandemic has been a worrying time for companies and investors globally, but has also put a spotlight on the importance of ESG needs and responsible investing.

BNY Mellon Investment Management 12th May 2020

FilAsia12May20 VIDEO

Fidelity International | Market Perspectives: Asia and Emerging Asia

Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...

Fidelity International 12th May 2020

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Fidelity International | Fidelity Market Perspectives: China Consumer

Fidelity portfolio manager Hyomi Jie discusses the outlook and opportunities for the Fidelity China Consumer Fund.

Fidelity International 6th May 2020

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Fidelity International | Fidelity Market Perspectives: Multi Asset Open range

Fidelity portfolio manager Chris Forgan discusses the outlook and opportunities for the Fidelity Multi Asset Open range.

Fidelity International 6th May 2020

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Fidelity International | Society’s focus on sustainability and resilience to go parabolic

Fidelity’s Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as w...

Fidelity International 30th Apr 2020

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Fidelity International | Fidelity Perspectives: Global Dividend

Fidelity Global Dividend Fund manager Dan Roberts talks us through his portfolio positioning and discusses the risk of dividend cuts, as well as the outlook for global equity income.

Fidelity International 29th Apr 2020

Partner Zone

Why income investing still makes sense

Even as companies around the world cut dividends, managers at Newton remain positive about the benefits of income investing. Here’s why.

BNY Mellon Investment Management 29th Apr 2020

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Fidelity International | Asia Pacific Opportunities

In this update, Fidelity Asia Pacific Opportunities Fund manager Anthony Srom explains why he maintains a multi-year time horizon to find interesting ideas in periods of indiscriminate selling.

Fidelity International 23rd Apr 2020

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Fidelity International | Global Special Situations

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...

Fidelity International 23rd Apr 2020

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Fidelity International | Reasons to celebrate - 10 years of Fidelity China Special Situations PLC

In this video, portfolio manager Dale Nicholls looks back over the last 10 years and explains why he believes the long-term investment case remains as strong as ever.

Fidelity International 20th Apr 2020

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Fidelity International | Fidelity CIOs on possible economic scenarios

Andrew McCaffery, Fidelity’s Global CIO, and Anna Stupnytska, Head of Global Macro and Investment Strategy, outline the possible economic scenarios from here and discuss their views on what the recove...

Fidelity International 16th Apr 2020

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Ninety One | Navigating a volatile UK equity market

In this recording, Simon Brazier, manager of Ninety One’s UK Alpha Fund, offers insight into how the fund was positioned as we entered this dislocation and its positioning going forward.

Ninety One 9th Apr 2020

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Fidelity International | Fidelity CIOs on a new paradigm for investors

Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...

Fidelity International 3rd Apr 2020

Partner Zone

Covid-19: The UK bond market impact

Newton fixed income fund manager Howard Cunningham analyses the impact of the UK government’s financial rescue package on bond markets.

BNY Mellon Investment Management 31st Mar 2020

FIL_GLOBALDIVIDEND VIDEO

Fidelity International | Fidelity’s Dan Roberts on global dividends

To help you through these uncertain times, Fidelity Global Dividend Fund Manager Dan Roberts discusses recent portfolio activity and what the economic slowdown could mean for corporate dividends going...

Fidelity International 27th Mar 2020

Partner Zone

Worry, Don’t Panic

The Coronavirus crisis has created a great deal of uncertainty in all our lives. That’s why, now more than ever, it’s important that long-term investors don’t panic.

Baillie Gifford 26th Mar 2020

Partner Zone

UK dividends: why a look back at history could help

Emma Mogford, manager of Newton’s UK income strategy, believes a historic perspective can provide reassurance.

BNY Mellon Investment Management 25th Mar 2020

Partner Zone

The internet and demographics are killing inflation: here’s how

The twin trends of ageing populations and technological innovation are likely to put a lid on inflation for some time to come, argues Newton fund manager Jon Day. But that doesn’t mean there aren’t o...

BNY Mellon Investment Management 10th Mar 2020

FIL_COVID199MAR20 VIDEO

Fidelity International | Covid-19: The impact on Chinese consumption activity and trends

Fidelity China Consumer portfolio managers Hyomi Jie and Raymond Ma discuss the impact of Coronavirus on consumption trends in the region. They outline the near-term opportunities and potential threat...

Fidelity International 9th Mar 2020

Partner Zone

Infra Yield Cos: the hidden value story waiting to be told

With interest in renewables and 5G ramping up, an allocation to utilities may be the key to unlocking hidden value, argues Mellon fund manager Jim Lydotes.

BNY Mellon Investment Management 5th Mar 2020

FidelityWaterFeb2020 VIDEO

FIdelity International | Tapping into opportunities with water and waste

With the world becoming wealthier, the demand for water intensive goods and services is growing. For investors, there has never been a more pressing time to look at companies who are generating the so...

Fidelity International 17th Feb 2020

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Fidelity International | Why we’re hitting pause on de-risking

Fidelity Multi Asset Income range manager, Eugene Philalithis discusses why he's looking to Asia for yield and why he's pressing pause on de-risking, at least for now.

Fidelity International 17th Feb 2020

Partner Zone

The Digital Archipelago

Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund.

Baillie Gifford 8th Jan 2020

Partner Zone

Boss Class

The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Gifford’s European Fund. Read more in Enlightenment, Baillie Gifford’s...

Baillie Gifford 6th Jan 2020

BAILLIE_ExplosiveGrowthinAsia VIDEO

Baillie Gifford | Finding Explosive Growth in Asia

Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.

Baillie Gifford 6th Jan 2020

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Fidelity International | Fidelity Multi Asset Open range; meet the new team in charge

Meet Chris Forgan and Charlotte Harington who are managing the Fidelity Multi Asset Open fund range. They talk through their investment approach and outlook on asset classes for the year ahead.

Fidelity International 3rd Jan 2020

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Fidelity International | Selectivity remains key in 2020

Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...

Fidelity International 9th Dec 2019

Partner Zone

Earnings returning

Romain Boscher, Global CIO Equities, looks past the political noise and focuses on what matters most for equity investors - earnings growth. After a lacklustre 2019, he discusses why 2020 could see a...

Fidelity International 9th Dec 2019

Partner Zone

Bull or bear in 2020?

Yields on traditional income-generating assets are very low and many investors have moved up the risk spectrum to earn higher yields. But looking to the year ahead, Eugene Philalithis explains why the...

Fidelity International 9th Dec 2019

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Fidelity International | Bull or bear in 2020?

Looking to 2020, Eugene Philalithis explains why Fidelity’s Multi Asset Income team remain focused on the fundamentals of income investing, with an acute focus on balancing risk and reward.

Fidelity International 9th Dec 2019

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Fidelity International | 2019: A tough act to follow

After a remarkable set of total returns in 2019, how should credit investors frame their expectations for 2020? Peter Khan, manager of the Fidelity Extra Income & Global High Yield Funds highlights th...

Fidelity International 9th Dec 2019

Partner Zone

Outlook 2020

Against an ever-changing macro backdrop, we believe that a synchronised wave of dovish central bank policy and confident consumers should be enough to prevent a global recession - for now. The earning...

Fidelity International 9th Dec 2019

Partner Zone

Is this the answer to the US/China trade war?

In context of the US/China trade war, agriculture could well be the area that prompts both countries to come to an agreement, according to Robin Wehbé, portfolio manager at Mellon, part of BNY Mellon...

BNY Mellon Investment Management 28th Nov 2019

Partner Zone

The influencer marketing revolution

With social media usage continuing to rise, influencer marketing is revolutionising the way companies engage with their consumers online.

BNY Mellon Investment Management 20th Nov 2019

Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Investec_Jason13Nov19 VIDEO

Investec | Why defence makes sense​

We believe the nature of markets has evolved since the GFC. Find out why a defensive approach makes sense all the time, not just in a recessionary environment.

Ninety One 13th Nov 2019

Partner Zone

Finding Explosive Growth in Asia

Investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.

Baillie Gifford 12th Nov 2019

FIL_8Nov19 VIDEO

Fidelity International | Meet the Fidelity Multi Asset team

What's the Fidelity difference when it comes to multi asset investing? Find out what drives our team and how we work together to help deliver the best outcomes for your clients.

Fidelity International 8th Nov 2019

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Fidelity International | Why Asia for income?

Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range looks at why Asia is proving a rich hunting ground for income opportunities.

Fidelity International 8th Nov 2019

Partner Zone

Three US infrastructure stories for the future

Global infrastructure manager Jim Lydotes outlines three US holdings that are more than they seem based on their sector classification.

BNY Mellon Investment Management 6th Nov 2019

Partner Zone

Why negative rates should be of interest

The amount of negative yielding debt globally has exploded in recent years and now stands at around US$15 trillion. Romain Boscher, Global CIO, Equities, outlines why we shouldn’t be complacent to thi...

Fidelity International 5th Nov 2019

Partner Zone

Alternative thinking for income seekers

As we begin the final quarter of 2019, volatility has seen a marked increase relative to the first half of the year. Against this backdrop of volatility and negative yields encouraging investors to se...

Fidelity International 5th Nov 2019

FidelityAlexWright_5Nov191 VIDEO

Fidelity International | Reasons to celebrate - 25 years of Fidelity Special Values PLC

Alex Wright, Portfolio Manager of the Fidelity Special Values PLC explains how the trusts consistent and disciplined investment approach has outperformed the FTSE All Share Index since its launch 25 y...

Fidelity International 5th Nov 2019

Partner Zone

Chinese tech – fast-moving and ever changing

While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...

Fidelity International 5th Nov 2019

Partner Zone

The geopolitics behind oil

September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We asses...

Fidelity International 5th Nov 2019

Partner Zone

Investment Outlook Q4 2019

Bending, not breaking - Fidelity’s outlook for the global economy, equities, fixed income, multi asset and real estate.

Fidelity International 5th Nov 2019

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The future is Asian

Our Asia content series dissects the region’s evolving investment landscape and looks beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.

Fidelity International 5th Nov 2019

Partner Zone

In tech we trust?

Are antitrust investigations into FAANG stocks just another drop in the ocean for big tech, or could there be wider ramifications as regulatory scrutiny intensifies?

BNY Mellon Investment Management 30th Oct 2019

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Fidelity International | Grocery retail: the next frontier for China e-commerce

Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...

Fidelity International 21st Oct 2019

Partner Zone

How facial recognition tech could prompt new business opportunity

Facial recognition technology is becoming an increasingly controversial tool in the fight against crime. Yet it also holds significant positive potential for other business sectors.

BNY Mellon Investment Management 17th Oct 2019

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Fidelity International | From Made in China to Designed in China

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.

Fidelity International 16th Oct 2019

Partner Zone

Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. But beyond the negative headlines, there are still exciting opportunities to be found. Baillie Gifford Investment manager Stephen Paice discusses in...

Baillie Gifford 20th Sep 2019

Partner Zone

Sustainability vs. fast fashion – the war for millennials

Fast fashion has benefited from increased consumer desire for speed and value but as clothing increasingly takes up space in landfills, sustainable fashion is gaining ground. But there are many hurdle...

BNY Mellon Investment Management 18th Sep 2019

Partner Zone

Asia - A question of sustainability

Asian companies have historically lagged their European counterparts when it comes to environmental, social and governance considerations. With ever increasing flows of international capital, companie...

Fidelity International 18th Sep 2019

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Fidelity International | Explaining alternatives to your clients

Help your clients to understand the fundamentals of alternative investments and the diversification role they play in a portfolio with our short infographic video.

Fidelity International 17th Sep 2019

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Fidelity International | Explaining multi asset to your clients

Need help to articulate what multi asset investing is to your clients? Help your clients to grasp the fundamentals and benefits of multi asset investing with our short infographic video.

Fidelity International 17th Sep 2019

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Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Partner Zone

The real value in UK equities

While aggregate valuations in the UK look attractive on a number of metrics, this picture masks some significant stylistic and sectoral differences. As UK investors seek comfort in steady growth stock...

Fidelity International 17th Sep 2019

FIidelityIChinaSep19 VIDEO

Fidelity International | Sustainable investing in China

Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governa...

Fidelity International 17th Sep 2019

Partner Zone

Asia by numbers - too big to ignore

With over half of the world’s population, ongoing urbanisation and a rapidly growing middle class, Asia already powers around a large chunk of the global economy at purchasing power parity. The facts,...

Fidelity International 16th Sep 2019

Partner Zone

Could China’s rise pose a challenge to developed market democracies?

China’s rise to economic and political pre-eminence could pose a challenge to developed market liberal democracies, argues Shamik Dhar, chief economist at BNY Mellon Investment Management. 

BNY Mellon Investment Management 13th Sep 2019

Partner Zone

For a new perspective one Asia

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 4th Sep 2019

Partner Zone

Why are we getting mixed signals from markets?

The primary question facing investors today is whether we will see a resolution to the tension between strong global equity markets and rallying bond markets. A muted outlook for growth, which we are...

Fidelity International 3rd Sep 2019

Partner Zone

The road ahead for sterling

Sterling has been on a one-way downward trend since 2016 as the political environment in the UK has become increasingly uncertain. We analyse some of the key local and global drivers to determine what...

Fidelity International 3rd Sep 2019

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For a new perspective on Asia

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 3rd Sep 2019

Partner Zone

Now is the time for some radical thinking

From Thatcher to Blair, it is no coincidence that through history moments of political change have brought with them new economic thinking in the UK. With low rates and weak growth, Leigh Himsworth ou...

Fidelity International 11th Jul 2019

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Investec | The driving force behind defensive returns?

Portfolio Managers John Stopford and Jason Borbora-Sheen explain their approach to delivering defensive returns in unsettled markets.

Ninety One 9th Jul 2019

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Fidelity International | Why the hunt for yield takes us to Asia

Eugene Philalithis discusses how he took full advantage of the flexibility within the Multi Asset Income range to favour opportunities across Asia in Q1.

Fidelity International 4th Jul 2019

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Baillie Gifford | Solving the Investment Puzzle

For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. This film explains how the fund can help you solve the puzzle of inves...

Baillie Gifford 20th Jun 2019

Partner Zone

Head in the cloud

Reflecting on his future-gazing session in Seattle with Jeff Bezos, Tom Slater considers the fast-growing Cloud business Amazon Web Services.

Baillie Gifford 10th Jun 2019

Partner Zone

Streaming the future

Tom Slater on tomorrow’s opportunities Following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media....

Baillie Gifford 10th Jun 2019

Partner Zone

America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine

US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...

Baillie Gifford 7th Jun 2019

Partner Zone

Alexa - how big can you get?

When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.

Baillie Gifford 4th Jun 2019

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Fidelity International | A quality approach pays dividends

Portfolio manager Dan Roberts talks through his long-term portfolio strategy for the Fidelity Global Dividend Fund – company characteristics, his valuations discipline, and bottom-up approach to stock...

Fidelity International 3rd Apr 2019

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Fidelity International | Revisiting the case for quality dividend investing

Dan Roberts, Portfolio Manager for the Fidelity Global Dividend Fund gives an update on the strategy and where he's finding new opportunities for dividend growth this year. He challenges the argument...

Fidelity International 21st Mar 2019

Partner Zone

Scottish Mortgage - Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional c...

Baillie Gifford 25th Feb 2019

Partner Zone

Podcast: Short Term Briefings on Long Term Thinking

Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view.

Baillie Gifford 19th Feb 2019

Partner Zone

Hub News: Refreshingly predictable

While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed funds sticks to a straightforward approach. Iain McCombie, Investme...

Baillie Gifford 23rd Jan 2019

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Fidelity International | Looking globally in 2019

Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...

Fidelity International 12th Dec 2018

Partner Zone

From tailwinds to headwinds: A new market regime

Explore our 2019 Investment Views, with expert analysis, asses class by asset class, to equip you with insight into what could lie ahead.

Ninety One 11th Dec 2018

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Fidelity International | Don’t wait for good news to buy UK equities

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...

Fidelity International 10th Dec 2018

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Fidelity International | Trade wars: China v US

Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...

Fidelity International 17th Jul 2018

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Fidelity International | The Fidelity Analyst Survey 2018

Our equity and credit analysts conduct 16,000 company meetings throughout the year, talking to CEOs, CFOs and division heads. This survey provides an aggregate measure of sentiment based on that acces...

Fidelity International 21st Mar 2018

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Fidelity International | Income in Asia

China’s bond market is evolving and it’s now the third largest in the world. Our Multi Asset team take a look at the evolution of the renminbi bond market and why Asia; in particular, China, offer gre...

Fidelity International 8th Mar 2018

Partner Zone

Momentum as a late-cycle factor

A couple of months ago, I examined the volatility factor and discovered that it tends to outperform during market corrections, but underperforms dramatically during recoveries. This month, I look at t...

Adviser-Hub 9th Jan 2018

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The Yield Curve Gap: Outlook for 2018

As the end of the year approaches, investors may wonder about the prospects for 2018. This month, we look at the yield curve gap for the US and 8 other major economies. The yield curve gap has been a...

Adviser-Hub 12th Dec 2017

Partner Zone

How well does the Low Volatility Factor work in Downturns?

The low volatility factor is becoming more popular as investors look for a potential safe haven in troubled markets, but has the low volatility factor provided protection in previous market crashes? T...

Adviser-Hub 14th Nov 2017

Partner Zone

Which Factors Perform best in Late Cycle Environments?

With the current economic cycle now 9 years old, investors are interested in strategies that can perform in the later part of the economic cycle. This month, we apply this question to the area of smar...

Adviser-Hub 9th Oct 2017

Partner Zone

Key Indicators of a New Recession

It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...

Adviser-Hub 8th Aug 2017

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