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

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

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

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

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

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

Capital Group 22nd Jan 2025

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

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

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

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

Premier Miton’s Anthony Rayner looks at how the UK authorities are much less in control of their own destiny.

Premier Miton Investors 21st Jan 2025

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

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

With inauguration day on 20 January, Premier Miton fund managers Carlos Moreno and Thomas Brown consider the potential impact.

Premier Miton Investors 20th Jan 2025

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

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

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

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

Baillie Gifford 17th Jan 2025

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

The new year always seems an appropriate moment to point out the future is uncertain and thus impossible to forecast on a consistent basis – yet even knowing the future is not enough to help...

Schroders 15th Jan 2025

Schroders’ visual explainer provides an overview of the key features of private real estate and the investment opportunities for investors.

Schroders 15th Jan 2025

UK borrowing costs have risen above levels last seen in the financial crisis. Schroders explains the background to this trend, the outlook from here – and implications for investors.

Schroders 15th Jan 2025

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

abrdn Investments 15th Jan 2025

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

abrdn Investments 15th Jan 2025

Premier Miton’s Helene Winch shares why we might experience more financial related systemic risk without stronger action to mitigate climate change.

Premier Miton Investors 14th Jan 2025

Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, shares the three reasons behind electricity demand growth in the USA. 

Premier Miton Investors 14th Jan 2025

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team, for the week commencing 6 January.

Premier Miton Investors 14th Jan 2025

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

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

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

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

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

Premier Miton’s David Jane discusses recent developments in global trade relationships, sharing why he believes increasing friction and trade barriers could lead to higher inflation.

Premier Miton Investors 13th Jan 2025

Premier Miton’s US fund manager Hugh Grieves, discusses his investment approach and highlights why dull boring businesses are the cornerstone of his investment portfolio.

Premier Miton Investors 12th Jan 2025

The latest monthly summary of the key events in financial markets from Neil Birrell, Premier Miton’s Chief Investment Officer.

Premier Miton Investors 8th Jan 2025

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

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

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

Ninety One 7th Jan 2025

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

Ninety One 7th Jan 2025

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

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

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

Premier Miton’s Managed Portfolio Service investment team shares its take on 2025 with an outlook for the major regions.

Premier Miton Investors 7th Jan 2025

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

Capital Group 7th Jan 2025

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

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

Capital Group 7th Jan 2025

Whichever side of the debate you sit on, you should challenge yourself by considering the alternative, says Schroders.

Schroders 6th Jan 2025

After a challenging period in which the so-called ‘Magnificent Seven’ have led the charge for mega-cap stocks – and passive investments – there are growing reasons for activ...

Schroders 6th Jan 2025

2024 marked a significant milestone for the Schroders Adviser Survey – 15 years!

Schroders 6th Jan 2025

Private market valuations are inherently different to those for publicly-traded assets and reflect a longer-term outlook, which helps to explain the potential for these assets to enhance returns an...

Schroders 6th Jan 2025

Increased volatility in traditional portfolios has prompted investors to explore alternative strategies. Schroders asks: could trend following be an answer?

Schroders 6th Jan 2025

High Grieves, Premier Miton US Opportunities fund manager, shares his expectations (with one caveat). 

Premier Miton Investors 6th Jan 2025

Premier Miton fund manager David Jane considers if the current stock market structure is leading to a false sense of wellbeing. 

Premier Miton Investors 3rd Jan 2025

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

Neil Birrell, Premier Miton’s CIO and lead manager of the Diversified fund range discusses the global economic outlook and how financial markets might fare in 2025.

Premier Miton Investors 30th Dec 2024

For Global Smaller Companies fund manager Imogen Harris, the story of the first modern espresso machine is more than just an intriguing anecdote.

Premier Miton Investors 19th Dec 2024

In this article from Premier Miton’s Managed Portfolio Service team, they share why they believe Trump’s strong hand of tariff cards are now in play.

Premier Miton Investors 18th Dec 2024

Premier Miton’s Imogen Harris, highlights the factors that could swing the risk-reward balance back in favour of smaller companies. 

Premier Miton Investors 18th Dec 2024

Here’s why investors shouldn’t rule out the UK next year, according to active fund managers from Premier Miton.

Premier Miton Investors 18th Dec 2024

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

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

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

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

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

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

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

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

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

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

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

Premier Miton’s Global Head of Distribution, Jonathan Willcocks, is joined by a panel of experts as they put the case forward for their respective asset classes.

Premier Miton Investors 17th Dec 2024

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

In our small cap round up three fund managers highlight what they think may be in store for smaller companies.

Premier Miton Investors 16th Dec 2024

The Premier Miton MPS Investment Team provide an update on the portfolios, sharing why they believe costs and service is so crucial.

Premier Miton Investors 16th Dec 2024

The Premier Miton MPS Investment Team provide an update on the portfolios, sharing why they believe costs and service is so crucial.

Premier Miton Investors 16th Dec 2024

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

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

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team, for the week commencing 2 December.

Premier Miton Investors 10th Dec 2024

Fund Manager James Smith, provides an update on the trust and looks forward to 2025, sharing what could be in store.

Premier Miton Investors 6th Dec 2024

Fund Manager James Smith, provides an update on the trust and looks forward to 2025, sharing what could be in store.

Premier Miton Investors 6th Dec 2024

Premier Miton’s David Jane, looks at historic investment manias, and although they are based on truth, how there is always a flaw in the argument.  

Premier Miton Investors 6th Dec 2024

Read the latest financial market commentary from Premier Miton’s CIO Neil Birrell.

Premier Miton Investors 6th Dec 2024

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

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

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

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

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

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

Premier Miton’s Anthony Rayner looks at what’s triggered the shift in focus and the type of situations most exposed.

Premier Miton Investors 5th Dec 2024

Lloyd Harris, Head of Fixed Income at Premier Miton, argues that the case for Contingent Convertibles has never been stronger.

Premier Miton Investors 4th Dec 2024

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

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

Baillie Gifford 3rd Dec 2024

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

Baillie Gifford 3rd Dec 2024

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

Baillie Gifford 3rd Dec 2024

Schroders’ Alex Tedder and Tom Wilson consider equity return opportunities in the coming year, exploring the sectors, countries and themes they’re focused on as the market environment e...

Schroders 3rd Dec 2024

Schroders’ fixed income experts examine the outlook for bonds, credit, and emerging market debt in 2025 and give insights into attractive income opportunities enhancing portfolio resilience t...

Schroders 3rd Dec 2024

The economic backdrop is still conducive for returns, but diversification will be essential for building resilient portfolios.

Schroders 3rd Dec 2024

Discover why private assets can be a great fit for private investors' portfolios.

Schroders 3rd Dec 2024

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

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

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

Fidelity International 2nd Dec 2024

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

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

Fidelity International 2nd Dec 2024

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

Fidelity International 2nd Dec 2024

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

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

Raghuram Rajan is an economist, a former central banker and he is credited with predicting the 2008 financial crisis. And some of the fault lines he saw fracturing the economy in 2008 remain to thi...

Schroders 2nd Dec 2024

Premier Miton’s emerging markets fund manager Fiona Manning considers whether e-commerce could ever turn green.

Premier Miton Investors 2nd Dec 2024

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team, for the week commencing 25 November.

Premier Miton Investors 2nd Dec 2024

What are the three themes for investors to watch in 2025? Read Premier Miton’s CIO’s 2025 outlook. 

Premier Miton Investors 2nd Dec 2024

Neil Birrell, Premier Miton’s CIO and lead manager of the Diversified fund range, shares his personal experience of investing this year.

Premier Miton Investors 2nd Dec 2024

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

abrdn Investments 28th Nov 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.

abrdn Investments 28th Nov 2024

Paul Ilott, Managing Director at Scopic Research is joined by Premier Miton’s David Jane, to discuss capital withdrawal strategies and natural income from multi-asset funds.

Premier Miton Investors 28th Nov 2024

Paul Ilott, Managing Director at Scopic Research is joined by Premier Miton’s David Jane, to discuss capital withdrawal strategies and natural income from multi-asset funds.

Premier Miton Investors 28th Nov 2024

James Smith, manager of the Premier Miton Global Renewables Trust considers the factors that could influence the performance of renewable energy companies in 2025.

Premier Miton Investors 28th Nov 2024

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team, for the week commencing 18 November.

Premier Miton Investors 27th Nov 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.

abrdn Investments 27th Nov 2024

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

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

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

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

Premier Miton’s Anthony Rayner questions why investors have stuck to the belief that inflation would fall to 2% and stay there.

Premier Miton Investors 26th Nov 2024

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

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

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

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

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

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

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

Capital Group 26th Nov 2024

Premier Miton’s Gervais Williams, provides an update on the Trust, and highlights the trends he sees emerging in the UK stock market.

Premier Miton Investors 25th Nov 2024

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

Adviser-Hub 25th Nov 2024

Premier Miton’s Gervais Williams highlights the trends he sees emerging in the UK stock market and the potential impact of the Trump win.

Premier Miton Investors 25th Nov 2024

Read the latest from Premier Miton’s Neil Birrell, CIO and lead manager of the Diversified fund range.

Premier Miton Investors 21st Nov 2024

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

Schroders' Senior US Economist George Brown and Head of Multi-Asset, Americas, Adam Farstrup explain how investors can navigate the new policy landscape. 

Schroders 21st Nov 2024

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

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

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

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

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

Schroders’ Simon Adler discusses global equities from his perspective as a value investor – including the importance of maintaining style discipline. This article was originally publish...

Schroders 20th Nov 2024

Schroders explains the role private assets can play in portfolios, the key considerations before investing, and the options available to investors.

Schroders 20th Nov 2024

This year’s survey by Schroders reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI, and intergenerational wealth transfer

Schroders 20th Nov 2024

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on the implications of h...

Schroders 20th Nov 2024

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

abrdn Investments 20th Nov 2024

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

abrdn Investments 20th Nov 2024

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

abrdn Investments 19th Nov 2024

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

Baillie Gifford 18th Nov 2024

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

Fidelity International 18th Nov 2024

Read the latest from Premier Miton’s managed portfolio service investment team, covering October – and a bit of November.

Premier Miton Investors 18th Nov 2024

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

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

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

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

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team, for the week commencing 11 November.

Premier Miton Investors 17th Nov 2024

Will Trump’s victory lead to the economic version of the Great Game? Premier Miton Fund Manager David Jane, considers one potential longer-term effect of Trump’s win. 

Premier Miton Investors 15th Nov 2024

Lloyd Harris, Head of Fixed Income at Premier Miton, discusses tariffs, labour and deficits post the Trump win. 

Premier Miton Investors 14th Nov 2024

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

Following the UK budget and the US election Premier Miton’s Anthony Rayner discusses how to deal with these events from an investment perspective.

Premier Miton Investors 12th Nov 2024

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

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

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

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

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing 4 November.

Premier Miton Investors 11th Nov 2024

Premier Miton’s Lloyd Harris and Simon Prior give their verdict on Trump’s victory and the UK Budget. 

Premier Miton Investors 11th Nov 2024

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

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

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

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

Read the latest financial market commentary from Premier Miton’s CIO Neil Birrell.

Premier Miton Investors 6th Nov 2024

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

Schroders' experts analyse Rachel Reeves' Budget speech and explain what the Government's plans mean for investors in UK equities, gilts and the wider UK economy.

Schroders 5th Nov 2024

Governments globally are wrestling with how to finance their spending needs. Schroders delives into OECD data and uncover some notable findings about taxes around the world.

Schroders 5th Nov 2024

Despite technology stocks dominating returns in 2023, the market has now broadened out and investors could be missing out on other overlooked opportunities, says Schroders.

Schroders 5th Nov 2024

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing the 28 October.

Premier Miton Investors 4th Nov 2024

Premier Miton’s James Smith asks if the time is now right to add renewable energy companies into portfolios.

Premier Miton Investors 4th Nov 2024

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

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

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

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

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

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

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

Premier Miton Fund Manager, David Jane, considers why the future growth from the Mag 7 may be more akin to traditional industries.

Premier Miton Investors 31st Oct 2024

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

Premier Miton CIO Neil Birrell considers which asset classes and sectors could be winners and losers.

Premier Miton Investors 29th Oct 2024

Premier Miton's Anthony Rayner looks at whether bonds are in fact the diversifiers investors think they are.

Premier Miton Investors 29th Oct 2024

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

Capital Group 29th Oct 2024

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

Capital Group 29th Oct 2024

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing the 21 October.

Premier Miton Investors 28th Oct 2024

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.

abrdn Investments 23rd Oct 2024

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.

abrdn Investments 23rd Oct 2024

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing the 14 October.

Premier Miton Investors 22nd Oct 2024

Read why the Premier Miton fixed income team are keeping duration short and credit risk light in the latest blog.

Premier Miton Investors 22nd Oct 2024

Premier Miton UK equity fund manager, Matt Tillett, highlights where the team are finding value in the travel sector.

Premier Miton Investors 22nd Oct 2024

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

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

Diverging monetary policy between the US and Japan and uncertainty around internal politics have driven volatility in Japanese equities, but what’s the long-term outlook?

Schroders 22nd Oct 2024

Schroders’ Global Investor Insights Survey uncovers the political and economic themes that are top of mind for investors globally.

Schroders 22nd Oct 2024

Schroders’ flagship Global Investor Insights Survey highlights the broad range of factors that are shaping investment decisions today, from political and macroeconomic risks to the continued...

Schroders 22nd Oct 2024

Despite the recent rally, uncertainty around the beta case for China may persist. Either way, Schroders believes that the opportunity to generate alpha in China remains higher than in other markets...

Schroders 22nd Oct 2024

Although the market response has so far been relatively muted, Schroders believes a rise in the oil price could impact inflation and lead to higher interest rates

Schroders 22nd Oct 2024

The Labour Party’s manifesto commitments will make it tricky for Rachel Reeves to fix the public finances in her first Budget – Schroders sets out the options at her disposal.

Schroders 22nd Oct 2024

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

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

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

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

Premier Miton Fund Manager David Jane, discusses how attention-grabbing stories through the social media world are now driving markets more than fundamentals.

Premier Miton Investors 18th Oct 2024

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

Baillie Gifford 18th Oct 2024

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

Baillie Gifford 18th Oct 2024

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

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

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

Baillie Gifford 18th Oct 2024

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

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

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

Read why Premier Miton fund manager Emma Mogford believes income investing is about to have a renaissance. 

Premier Miton Investors 17th Oct 2024

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

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

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

abrdn Investments 15th Oct 2024

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

abrdn Investments 15th Oct 2024

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

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

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

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.

Given uncertainty about where the ‘neutral’ rate of interest lies, Schroders believes an aggressive rate-cutting cycle could reignite the dying inflationary embers.

Schroders 14th Oct 2024

With investment markets shifting and US interest rates falling, what does this mean for structural trends?

Schroders 14th Oct 2024

Navigating the corporate bond market in times of tight spreads can be tricky. Schroders shows that, for long-term investors, keeping a strategic perspective potentially trumps more tactical views o...

Schroders 14th Oct 2024

Schroders looks at Trump and Harris' routes to power and what that could mean for markets, the economy and the Fed.

Schroders 14th Oct 2024

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

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

Ninety One 14th Oct 2024

Alan Rowsell and Imogen Harris, Fund Managers of the Premier Miton Global Smaller Companies Fund, discuss market volatility, earnings momentum, and share their philosophy.

Premier Miton Investors 14th Oct 2024

Head of Fixed Income, Lloyd Harris, discusses the US labour market, the upcoming US election and what this could mean for fixed income investors.

Premier Miton Investors 14th Oct 2024

Read the latest on real estate investment from Alex Ross, manager of the Premier Miton Pan European Property Share Fund.

Premier Miton Investors 14th Oct 2024

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

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

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

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

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing the 7 October.

Premier Miton Investors 14th Oct 2024

Premier Miton’s Anthony Rayner gives his take on central banks’ involvement in financial markets.

Premier Miton Investors 14th Oct 2024

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

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

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

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing the 30 September.

Premier Miton Investors 11th Oct 2024

Alan Rowsell and Imogen Harris, Fund Managers of the Premier Miton Global Smaller Companies Fund, discuss market volatility, earnings momentum, and share their philosophy.

Premier Miton Investors 11th Oct 2024

Head of Fixed Income, Lloyd Harris, discusses the US labour market, the upcoming US election and what this could mean for fixed income investors.

Premier Miton Investors 11th Oct 2024

Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, discusses US inflation, the housing market, and consumer spending, along with a fund update.

Premier Miton Investors 10th Oct 2024

Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, discusses US inflation, the housing market, and consumer spending, along with a fund update.

Premier Miton Investors 10th Oct 2024

Emma Mogford, Fund Manager of the Premier Miton Monthly Income Fund, shares her views on the shape of the UK economy and dividend growth prospects.

Premier Miton Investors 10th Oct 2024

With US & UK inflation falling, are we back in the lower for longer regime? Premier Miton’s David Jane, shares why this may not be the case. 

Premier Miton Investors 10th Oct 2024

Emma Mogford, Fund Manager of the Premier Miton Optimum Income Fund, provides an update on the fund and shares exciting opportunities she sees ahead.

Premier Miton Investors 10th Oct 2024

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.

abrdn Investments 10th Oct 2024

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

abrdn Investments 10th Oct 2024

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

abrdn Investments 10th Oct 2024

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

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.

abrdn Investments 10th Oct 2024

Neil Birrell, lead manager of the Premier Miton Diversified fund range explains why UK equities are not as in favour as they were. 

Premier Miton Investors 9th Oct 2024

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

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

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

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

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

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

What does the recently announced Chinese economic stimulus package mean for stock markets? Read about what’s been happening from Premier Miton’s Neil Birrell.

Premier Miton Investors 7th Oct 2024

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

Baillie Gifford 7th Oct 2024

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

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

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.

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

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

Emma Mogford, Fund Manager of the Premier Miton Monthly Income Fund, shares her views on the shape of the UK economy and dividend growth prospects.

Premier Miton Investors 4th Oct 2024

Emma Mogford, Fund Manager of the Premier Miton Optimum Income Fund, provides an update on the fund and shares exciting opportunities she sees ahead.

Premier Miton Investors 4th Oct 2024

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

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

Premier Miton’s Paul Marriage discusses the recent wave in M&A in UK small caps.

Premier Miton Investors 4th Oct 2024

Simon Prior, Premier Miton Fixed Income Fund Manager, discusses the impact of the recent rate cut on both the fixed income and the broader market.

Premier Miton Investors 4th Oct 2024

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

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

With UK debt to GDP at 100%, the highest level since the ‘60s, Premier Miton’s Anthony Rayner explains why it matters.

Premier Miton Investors 2nd Oct 2024

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

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

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

Capital Group 2nd Oct 2024

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

Premier Miton’s David Jane, discusses why natural income looks to be a more reliable source of income, than financial models. 

Premier Miton Investors 1st Oct 2024

James Smith, Fund Manager of the Premier Miton Global Renewables Trust, shares why he’s feeling positive on the outlook of the sector.

Premier Miton Investors 1st Oct 2024

A panel of Premier Miton income fund managers explain how and where they are finding opportunities for generating income across their specific asset classes.

Premier Miton Investors 1st Oct 2024

Jim Wright, Fund Manager of the Premier Miton Global Listed Infrastructure Fund, shares where he is seeing opportunities for income generation.

Premier Miton Investors 1st Oct 2024

A panel of Premier Miton income fund managers explain how and where they are finding opportunities for generating income across their specific asset classes.

Premier Miton Investors 1st Oct 2024

Jim Wright, Fund Manager of the Premier Miton Global Listed Infrastructure Fund, shares where he is seeing opportunities for income generation.

Premier Miton Investors 1st Oct 2024

Read the latest market views from Premier Miton’s managed portfolio service investment team for the week commencing 23 September.

Premier Miton Investors 1st Oct 2024

Premier Miton’s David Jane shares a flavour of some recent conversations with financial advisers and explains how income life-styling works.

Premier Miton Investors 30th Sep 2024

Schroders' Rob Starkey discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.

Schroders 26th Sep 2024

Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, shares his views on the macroeconomic environment, and discusses what could be in store over the coming months....

Premier Miton Investors 24th Sep 2024

Fund Manager Paul Marriage, discusses M&A activity in the UK and shares why he believes the smaller companies sector is looking attractive.

Premier Miton Investors 24th Sep 2024

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

Much more decisive policy action is required if China is to start beating growth expectations again.

Schroders 24th Sep 2024

Increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers, says Schroders.

Schroders 24th Sep 2024

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

abrdn Investments 24th Sep 2024

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

Read the latest market views from Premier Miton’s managed portfolio service investment team for the week ending 22 September.

Premier Miton Investors 20th Sep 2024

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

abrdn Investments 19th Sep 2024

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

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

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

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

Read the latest market views from Premier Miton’s managed portfolio service investment team for the week ending 13 September.

Premier Miton Investors 17th Sep 2024

Premier Miton’s Anthony Rayner reviews the change in macro trends, their impact on markets and how this is feeding through to fund positioning.

Premier Miton Investors 17th Sep 2024

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

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

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

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

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

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

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

Premier Miton’s fund manager Alan Rowsell discusses what has affected global small caps and whether a small cap resurgence is in sight.

Premier Miton Investors 16th Sep 2024

Fund Manager Matthew Tillett, discusses how the team exploit opportunities in the UK market, and recent market activity.

Premier Miton Investors 16th Sep 2024

Neil Birrell, CIO and Lead Fund Manager of the fund range, discusses the macroeconomic environment and provides an update on the funds.

Premier Miton Investors 16th Sep 2024

David Jane, Fund Manager of the Premier Miton Cautious Monthly Income Fund, shares why he believes an income fund may be suitable for both pre and post-retirement investors.

Premier Miton Investors 16th Sep 2024

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.

abrdn Investments 16th Sep 2024

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

abrdn Investments 16th Sep 2024

Read Premier Miton fund manager Will Scholes’ take on a world on fire and a $5.5 trillion need for capital.

Premier Miton Investors 16th Sep 2024

It is relevant to our Diversified fund range (Premier Miton Diversified Balanced Growth Fund, PM Diversified Cautious Growth Fund, PM Diversified Dynamic Growth Fund, PM Diversified Growth Fund, PM...

Premier Miton Investors 12th Sep 2024

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

abrdn Investments 12th Sep 2024

Ian Rees, Head of Multi Manager Funds, and MPS Investment Director Chris Robinson, discuss what could be in store over the coming months.

Premier Miton Investors 11th Sep 2024

In this video, Ian Rees, Head of Multi Manager Funds, and MPS Investment Director Chris Robinson, discuss what could be in store over the coming months.

Premier Miton Investors 11th Sep 2024

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

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

Investors have recently questioned the role of bonds in portfolios as inflation increased and equity-bond correlations rose. However, with inflation coming under control, are bonds set to return?

Schroders examines the data showing the perils of chasing past stock market winners.

Schroders 11th Sep 2024

Despite the apparent breakdown in the precious metal’s negative relationship with real yields, its diversification benefits remain persuasive, says Schroders.

Schroders 11th Sep 2024

Fed Chair Jay Powell confirmed the “time has come” for policy easing – his remarks have meant markets continue to price in a substantial number of rate cuts which Schroders believ...

Schroders 11th Sep 2024

In this video, we focus on the Premier Miton Liberation Fund range with Ian Rees, Head of Multi Manager Funds and Fund Manager David Thornton.

Premier Miton Investors 9th Sep 2024

In this video, we focus on the Premier Miton Liberation Fund range with Ian Rees, Head of Multi Manager Funds and Fund Manager David Thornton.

Premier Miton Investors 9th Sep 2024

Join Premier Miton Fund Managers, Jon Hudson and Benji Dawes, as they discuss the importance of being nimble in the current market environment.

Premier Miton Investors 9th Sep 2024

An introduction to the new Premier Miton Managed Portfolio Service with Ian Rees, Head of Multi Manager Funds, and MPS Investment Director Chris Robinson.

Premier Miton Investors 9th Sep 2024

Premier Miton’s David Jane discusses why natural income looks to be a more reliable source of income, than financial models. 

Premier Miton Investors 6th Sep 2024

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

abrdn Investments 5th Sep 2024

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

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

Capital Group 4th Sep 2024

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 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

Premier Miton’s Anthony Rayner considers if the market is getting ahead of itself.

Premier Miton Investors 2nd Sep 2024

Premier Miton’s David Jane explains how market volatility is a feature that disciplined investors can take advantage of to improve outcomes.

Premier Miton Investors 28th Aug 2024

The Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one.

Schroders 28th Aug 2024

How do you define an emerging market? Why is South Korea deemed an emerging market, but Vietnam is not? Schroders examines how MSCI classifies frontier and emerging markets.

Schroders 28th Aug 2024

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

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

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

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

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

Read what Premier Miton’s managed portfolio service team made of the week just gone – as well as what lies ahead. 

Premier Miton Investors 20th Aug 2024

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

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

Premier Miton, fund manager Anthony Rayner steps back from the recent market noise and looks at changes in the dynamic of the world economy.

Premier Miton Investors 19th Aug 2024

Premier Miton’s Gervais Williams, delves into the UK post-election financial landscape, discussing market stability, investment opportunities, and what could be in store for UK equities.

Premier Miton Investors 15th Aug 2024

Premier Miton’s Gervais Williams, joint Fund Manager of the trust, discusses the ‘cheapness’ of UK company shares and the financial health of micro companies.

Premier Miton Investors 15th Aug 2024

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.

abrdn Investments 15th Aug 2024

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

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

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

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

Premier Miton's David Jane highlights how a simple adage is also true for income investing: ti...

Premier Miton Investors 13th Aug 2024

Ian Rees, Head of Multi-Manager Team at Premier Miton, looks at recent market events and reasons for optimism looking ahead.

Premier Miton Investors 13th Aug 2024

Neil Birrell, Premier Miton’s Chief Investment Officer, and lead manager of the Diversified fund range, discusses the recent market volatility and the impact on the funds.

Premier Miton Investors 13th Aug 2024

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

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

Four bite-sized pieces of research showing investors are best served not making decisions in the heat of the moment.

Schroders 13th Aug 2024

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

Three types of bear are at large in volatile stock markets – for one group, at least, the tumult has brought some benefit.

Schroders 12th Aug 2024

Amid heightened stock market volatility, Schroders’ investment experts share their views on what’s driving the falls, the outlook for the US economy, and the implications for equity inv...

Schroders 11th Aug 2024

A second term for Donald Trump could help maintain double-digit earnings growth and serve as a positive driver for the US stock market.

Schroders 10th Aug 2024

Schroders examines which stock market sectors and styles typically do well after the first interest rate cut.

Schroders 9th Aug 2024

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

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

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

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.

abrdn Investments 7th Aug 2024

Lloyd Harris, Head of Fixed Income at Premier Miton gives an update on the fixed income market and recent political events.

Premier Miton Investors 7th Aug 2024

Join Lloyd Harris, Head of Fixed Income, and Anish Shah, Senior Fixed Income dealer, as they discuss the intricacies of managing Fixed Income. 

Premier Miton Investors 7th Aug 2024

Join Premier Miton’s Neil Birrell and team, as they discuss M&A activity, property companies, alternative assets and UK equities.

Premier Miton Investors 7th Aug 2024

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

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

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

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

A Trump victory would likely provide a bigger boost to the US economy, benefiting emerging market economic growth more than a Harris presidency.

Schroders 30th Jul 2024

Investors are finally earning attractive levels of income; however, today’s market presents challenges and complexities that call for a thoughtful approach to building portfolios and navigati...

Schroders 30th Jul 2024

A new Democratic challenger could reshape the narrative around the race, but Trump remains favourite for a return to the White House, which would have far-reaching implications for the US economy.<...

Schroders 30th Jul 2024

The most recent Schroders Adviser survey delivered a few surprises as well as some welcome signs that green shoots are emerging.

Schroders 30th Jul 2024

A secure majority government should reduce political instability for the nation, helping companies and investors to anticipate policy.

Schroders 30th Jul 2024

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

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

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

Ninety One 30th Jul 2024

Johanna Kyrklund discusses the importance of focusing on fundamentals, Nils Rode provides his latest views on private markets and Andy Howard reflects on changes in sentiment towards sustainable in...

Schroders 29th Jul 2024

Johanna Kyrklund discusses the importance of focusing on fundamentals, Nils Rode provides his latest views on private markets and Andy Howard reflects on changes in sentiment towards sustainable in...

Schroders 29th Jul 2024

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

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

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

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

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

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

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

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

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

Capital Group 24th Jul 2024

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

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

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

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

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

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

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

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

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

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

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

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

Fund Manager, Paul Marriage talks about the transition to Premier Miton, gives an overview of the fund sharing his strategy and process.

Premier Miton Investors 16th Jul 2024

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

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

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

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

Join Premier Miton’s Hugh Grieves as he discusses the future of AI, US mega-cap stocks and provides an update on the Premier Miton US Opportunities Fund.

Premier Miton Investors 9th Jul 2024

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.

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...

abrdn Investments 2nd Jul 2024

Rt. Hon. William Hague joins Schroders to discuss what's really happening behind closed doors when policy makers and business leaders meet to discuss tackling the global forces shaping the worl...

Schroders 2nd Jul 2024

Schroders explores how geopolitics are impacting the global economy and examine the implications for markets.

Schroders 2nd Jul 2024

Like Mr. Topsy-Turvy from the best-selling Mr Men books, the UK equity market has been performing in a funny sort of way.

Schroders 2nd Jul 2024

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

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

Ninety One 2nd Jul 2024

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

Premier Miton Fund Manager, Alex Ross, shares why the move to green office space is creating opportunities and explains why the team have a focus on investing in REITs.

Premier Miton Investors 1st Jul 2024

Join Premier Miton Fund Manager, Jim Wright, as he discusses the key trends and themes he is currently seeing across the infrastructure sector.

Premier Miton Investors 1st Jul 2024

Fund Manager, Mathew Tillett, gives an overview of the fund, discussing his investment approach, strategy and shares his views on the outlook for UK equites.

Premier Miton Investors 1st Jul 2024

In this educational podcast, Claire Long, Head of Investment Trusts at Premier Miton, discusses the intricacies of Investment Trust structures, sharing the differences between trusts and open-ended...

Premier Miton Investors 1st Jul 2024

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

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.

abrdn Investments 28th Jun 2024

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 explains why the logistics sector currently offers compelling value.

abrdn Investments 25th Jun 2024

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