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Ninety One 4th 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

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

What issues is battery storage facing – and what now? James Smith, manager of the Premier Miton Global Renewables Trust, explains.

Premier Miton Investors 15th 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 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

Premier Miton’s David Jane, shares how time in the market matters much more than timing the market.

Premier Miton Investors 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 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

Premier Miton’s Gervais Williams, discusses the opportunities for UK small caps and a potential small cap rally in this latest video. 

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

Neil Birrell, Premier Miton’s Chief Investment Officer, offers thoughts on the recent market volatility and what may come next.

Premier Miton Investors 6th Aug 2024

“Simply put, we’re at an inflection point for the world economy”. Read about what’s been happening and what’s next from Premier Miton’s Neil Birrell.

Premier Miton Investors 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

Premier Miton’s Anthony Rayner, shares his thoughts on why current savings rates are much less attractive than they might at first appear. 

Premier Miton Investors 5th 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

Premier Miton’s CIO Neil Birrell explains why it’s important to be in the correct part of an asset class.

Premier Miton Investors 24th 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

Join Premier Miton Fund Managers, Alan Rowsell and Imogen Harris, as they provide a fund update and share why earnings momentum is key.

Premier Miton Investors 23rd Jul 2024

Premier Miton’s Neil Birrell on the UK stock and bond markets and what matters most to investors.

Premier Miton Investors 19th 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

Premier Miton Multi Asset Fund Manager, David Jane, discusses who the future beneficiaries of the global trade regime might be.

Premier Miton Investors 17th Jul 2024

Premier Miton fund manager David Jane shares the importance of risk management and how this can be overlooked.

Premier Miton Investors 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

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

Premier Miton’s Alex Ross highlights how rare it is to have such a favourable supply/demand backdrop after a major property downturn.

Premier Miton Investors 11th 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

Premier Miton fund manager Anthony Rayner considers whether any portfolio adjustments are needed for the second half of 2024.

Premier Miton Investors 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

Premier Miton rounds up the views of some of its experts.

Premier Miton Investors 4th 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.

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

Premier Miton Investors 3rd Jul 2024

Premier Miton’s Duncan Goodwin and Helene Winch share an update on the relevance of climate change to investors.

Premier Miton Investors 3rd Jul 2024

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 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 Gervais Williams, Head of Equities at Premier Miton as he discusses UK equities and politics, along with providing an update on the funds he manages. 

Premier Miton Investors 1st Jul 2024

Premier Miton Fund Managers, David Jane and Anthony Rayner discuss all things multi asset and where they see investment opportunities.

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

Premier Miton Fund Manager, David Jane, highlights the long-term winners of deglobalisation and the investment opportunities it throws up.

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

Join Gervais Williams, Head of Equities at Premier Miton as he discusses UK equities and politics, along with providing an update on the funds he manages.

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 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 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

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

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

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

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

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

Schroders assesses the economic implications as populist parties look set to take more control of political agendas in Europe.

Schroders 19th Jun 2024

Shifts in geopolitical and fiscal trends set the scene for sustained demand for gold, and Schroders believes that gold miners may be poised for a major recovery.

Schroders 19th Jun 2024

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

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

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

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

Premier Miton fund manager Anthony Rayner discusses the increasing political risk caused by upcoming elections around the world.

Premier Miton Investors 18th Jun 2024

Premier Miton’s James Smith looks at the performance of Greencoat UK Wind vs the UK 10 Year Gilt. 

Premier Miton Investors 18th Jun 2024

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

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

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

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.

abrdn 13th Jun 2024

How can the demand growth for power in the US caused by AI be met by renewable energy companies? Read more from Premier Miton’s Jim Wright. 

Premier Miton Investors 10th Jun 2024

Premier Miton’s CIO Neil Birrell discusses whether the impending election could throw the UK market off course and what opportunities and threats this may throw up for investors.

Premier Miton Investors 9th Jun 2024

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

Schroders’ CONTEXT research model offers a consistent and robust approach for assessing environmental, social and governance issues.

Schroders 6th Jun 2024

Schroders believes investors may need to reassess how they position their portfolios if inflation falls back as expected over the course of this year and next.

Schroders 6th Jun 2024

Schroders considers the wider macroeconomic and investment backdrop as the country heads to the polls.

Schroders 6th Jun 2024

Recent research conducted by Schroders and Ad Lucem has identified four disconnects between advisers and their female clients – why does this matter, and how easily can it be rectified?

Schroders 6th Jun 2024

Premier Miton’s Neil Birrell explains how geo-political risks might be factored into investment decision making and why central banks have a 2% inflation target.

Premier Miton Investors 5th Jun 2024

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

Ninety One 5th Jun 2024

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

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

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

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

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

Share buybacks are an important tool for capital allocation – and Grafton, the Irish trade merchants, offers a perfect example of why. Read more from Premier Miton’s Matthew Tillett and...

Premier Miton Investors 4th Jun 2024

Premier Miton Fund Manager, Anthony Rayner, argues that you can’t always rely on the same asset class to diversify equity risk.

Premier Miton Investors 4th Jun 2024

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

abrdn 30th May 2024

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

abrdn 30th May 2024

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

abrdn 30th May 2024

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

abrdn 30th May 2024

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.

abrdn 30th May 2024

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

abrdn 30th May 2024

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

abrdn 30th 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.

abrdn 30th May 2024

In this video, Premier Miton Fund Manager, James Smith, discusses the behaviour of the renewables sector throughout Q1 2024.

Premier Miton Investors 29th May 2024

Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, discusses politics, macroeconomics and what could be in store for the US market....

Premier Miton Investors 29th May 2024

Premier Miton Fund Manager, David Jane, shares how income strategies can be beneficial for clients who need to utilise unit encashment in retirement.

Premier Miton Investors 29th May 2024

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

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

Capital Group 29th May 2024

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

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

“What will be the catalyst to get investors back into UK equities?”. Read more from Premier Miton’s Neil Birrell and Kishan Paun. 

Premier Miton Investors 24th May 2024

As the recruitment of Jurgen Klopp as Liverpool manager nine years ago neatly illustrates, a period of underachievement can mask significant potential for future success – and Schroders think...

Schroders 22nd May 2024

If it pays to be greedy when others are fearful, then now may be time to consider increasing exposure to UK shares, says Schroders.

Schroders 22nd May 2024

Arguably the most significant impact of rising interest rates is an end to the era of unlimited free money – and those who misallocated capital over the last decade are beginning to understan...

Schroders 22nd May 2024

Premier Miton US smaller companies fund manager Nick Ford reflects on eery similarities with today’s market.

Premier Miton Investors 22nd May 2024

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

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

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

Read the Premier Miton CIO’s Market Watch. Neil Birrell provides an update on equity and bond markets and looks ahead to the summer. 

Premier Miton Investors 14th May 2024

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

Baillie Gifford 14th May 2024

Premier Miton’s Head of Fixed Income, Lloyd Harris and Credit Analyst, Cameron Geering explain what contingent capital is and the diversification benefits it provides.

Premier Miton Investors 14th May 2024

Premier Miton’s Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, discusses the macroeconomic environment and gives an update on the portfolios.

Premier Miton Investors 14th May 2024

“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

Lloyd Harris, Head of Fixed Income at Premier Miton, discusses interest rates, and how the team are navigating the current market conditions.

Premier Miton Investors 13th May 2024

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

Baillie Gifford 13th May 2024

Why is there such an disconnect between total return proponents and income investors? Premier Miton’s David Jane discusses more in this week’s Perspectives note.

Premier Miton Investors 13th May 2024

Premier Miton fund manager Duncan Goodwin considers natural capital, climate change and sustainable forests in the latest Sustainable Times.

Premier Miton Investors 10th May 2024

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

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

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

The increased popularity of standalone China allocations, and the launch of emerging markets ex-China strategies, has amplified the debate over how to allocate to Chinese equities. Schroders assess...

Schroders 10th May 2024

Schroders explains how deforestation poses risks both to investments and to the likelihood of achieving global climate goals.

Schroders 10th May 2024

Andy Howard, Global Head of Sustainable Investment, discusses investment industry initiatives focused on climate change and Schroders' approach to membership of such bodies.

Schroders 10th May 2024

Schroders discusses the rise of energy security and what this means for the energy transition movement, both in conventional and renewable energy.

Schroders 10th May 2024

General Sir Nick Carter and Schroders’ investment experts discuss recent events in the Middle East, looking at the shifting alliances between major geopolitical players and the implications f...

Schroders 10th May 2024

Schroders’ Johanna Kyrklund reflects on the differences between the 1990s tech bubble and markets now.

Schroders 10th May 2024

How can you ensure the risk and return balance of a client’s portfolio remains right for them, while providing a smoother investment journey?

Schroders 10th May 2024

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

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

Capital Group 30th Apr 2024

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

Capital Group 30th Apr 2024

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

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

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

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

Baillie Gifford 26th Apr 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.

abrdn 25th Apr 2024

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

abrdn 25th Apr 2024

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

abrdn 25th Apr 2024

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

abrdn 25th Apr 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.

abrdn 25th Apr 2024

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

abrdn 25th Apr 2024

With trends often persisting for much longer than investors think, read this week’s Perspectives by Premier Miton’s Anthony Rayner to find out why.

Premier Miton Investors 25th Apr 2024

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

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

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

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

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

Schroders’ James Goodman and Jean Roche speak with discoverIE CEO Nick Jeffries to uncover how he turned the company into a 15-bagger.

Schroders 23rd Apr 2024

It’s important to consider the long cyclical nature of the energy transition across conventional and renewable energy, as they both play a crucial role in providing energy security, stability...

Schroders 23rd Apr 2024

Schroders’ analysis suggests that committed engagement leads to both reductions in harmful emissions and improved investment returns.

Schroders 23rd Apr 2024

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated.

Schroders 23rd Apr 2024

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

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

Gervais Williams, joint Fund Manager of the Premier Miton UK Smaller Companies Fund, takes a look back at the history of small caps and shares why he believes now is the time to revisit them. ...

Premier Miton Investors 23rd Apr 2024

In this week’s Perspective’s, Fund Manager, David Jane, shares why he believes natural income is the obvious core holding in a centralised retirement portfolio.

Premier Miton Investors 23rd Apr 2024

In this latest Market Watch, Neil Birrell, Premier Miton’s Chief Investment Officer, reflects on the interest rates saga and looks at where interest rates could be headed, while sharing why i...

Premier Miton Investors 23rd Apr 2024

In the latest blog Premier Miton’s Kishan Paun takes a look at the issues surrounding Thames Water. Kishan looks back over the history of the company, what has led to the current situation an...

Premier Miton Investors 23rd Apr 2024

In this episode of Talking Markets, Duncan Goodwin, Fund Manager of the Premier Miton Global Sustainable Optimum Income Fund, shares the fund’s unique approach, discussing healthcare and ener...

Premier Miton Investors 19th Apr 2024

Why is dynamic portfolio construction essential when it comes to multi asset funds? In this week’s Perspectives, Fund Manager, Anthony Rayner, discusses how asset classes have behaved in Q1 2...

Premier Miton Investors 19th Apr 2024

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

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

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

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

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

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

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

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.

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.

abrdn 9th Apr 2024

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

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

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

Schroders’ Quantitative Equity Product (QEP) team consider the key themes for equity investors in the months ahead.

Schroders 8th Apr 2024

Since its launch in 2018, SustainEx has become the cornerstone of sustainability research at Schroders.

Schroders 8th Apr 2024

Is it time to trade your cash for short-dated fixed income? The shift could be a multi-decade opportunity for savvy investors.

Schroders 8th Apr 2024

With cash rates peaking and markets at all-time highs, many market participants find themselves with investment paralysis. Schroders asks: what’s next – is there life after cash? <...

Schroders 8th Apr 2024

With share prices now exceeding the bubble-era high in 1989, Schroders examines whether the Japanese stock market can continue to move higher.

Schroders 8th Apr 2024

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

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

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

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

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

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

Capital Group 28th Mar 2024

Premier Miton’s Gervais Williams manager of the Diverse Income Trust looks at why UK smaller companies may be returning to favour.

Premier Miton Investors 28th Mar 2024

Premier Miton’s Luke Smith considers the profound impact of new weight-loss medicines in tackling one of the world’s largest healthcare crises and how investors can access this. 

Premier Miton’s Gervais Williams manager of the Miton UK MicroCap Trust looks at whether the Great British Sell-Off provides an opportunity for micro-caps.

Premier Miton Investors 28th Mar 2024

Join Gervais Williams, Head of Equities and Fund Manager of the Diverse Income Trust for this podcast, where Gervais discusses recent challenges, opportunities he sees in the UK stock market and gi...

Premier Miton Investors 27th Mar 2024

Join Jonathan Willocks, for this episode of Talking Markets, where Thomas Brown, Fund Manager of Premier Miton European Opportunities Fund, discusses the European equities landscape, investing in u...

Premier Miton Investors 27th Mar 2024

In this Trust Thinking podcast, Gervais Williams, Head of Equities and Fund Manager of the Miton UK MicroCap Trust provides an update on the Trust, discussing challenges, stock selection and where...

Premier Miton Investors 27th Mar 2024

Alan Rowsell, Fund Manager of the Premier Miton Global Smaller Companies Fund discusses the past cycles of global small caps and shares why he believes now is the time to look at small caps again.<...

Premier Miton Investors 27th Mar 2024

In this special edition of Talking Markets, Alan Rowsell and Imogen Harris, Fund Managers of the Premier Miton Global Smaller Companies Fund, discuss the importance of Global Small Caps, their inve...

Premier Miton Investors 27th Mar 2024

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

abrdn 26th Mar 2024

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

abrdn 26th Mar 2024

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

abrdn 26th Mar 2024

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? 

abrdn 26th Mar 2024

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

abrdn 25th Mar 2024

Bad economic news could eventually become good news for Chinese equities if the rising risk of outright deflation prompts the authorities to take more aggressive fiscal and monetary action.

Schroders 21st Mar 2024

Premier Miton’s Anthony Rayner highlights how markets get drawn to certain kinds of risks.

Premier Miton Investors 20th Mar 2024

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

Ninety One 20th Mar 2024

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 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

Neil Birrell, Premier Miton’s Chief Investment Officer, has a look at what is going on in the world of central banks and politicians to impact financial markets. 

Premier Miton Investors 19th Mar 2024

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

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

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

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

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

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

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

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

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

How undervalued are UK equities? Let me count the ways, says Schroders’ Head of Strategic Research, Duncan Lamont.

Schroders 7th Mar 2024

Retiring baby boomers in many countries will mean fewer workers, forcing companies to turn to robotics, automation and AI, with many potential investment implications.

Schroders 7th Mar 2024

A muddled inflation picture, uncertainty over if or when rates might be cut and markets at all time highs … Schroders asks: what should investors do?

Schroders 7th Mar 2024

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

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

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

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

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

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

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

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

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

abrdn 1st Mar 2024

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

abrdn 1st Mar 2024

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

abrdn 1st Mar 2024

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

abrdn 1st Mar 2024

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

abrdn 1st Mar 2024

History suggests that this can be a good time to consider whether small caps deserve a place within a diversified portfolio. Robert Starkey, Portfolio Manager, Schroder Investment Solutions, tells...

Schroders 29th Feb 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

Join Premier Miton's Global Head of Distribution, Jonathan Willcocks, with investment managers Gervais Williams and James Smith, for a deep dive into their strategies and outlooks for the trust...

Premier Miton Investors 28th Feb 2024

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

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

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

What is the long-term story for Infrastructure? Join Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund for this edition of Talking Markets.

Premier Miton Investors 22nd Feb 2024

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

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

Schroders’ Gillian Hepburn speaks with an AI implementation expert and a financial adviser who are already harnessing AI technology.

Schroders 20th Feb 2024

In a volatile year, staying invested will matter as events could turn quickly.

Schroders 20th Feb 2024

Schroders’ latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.

Schroders 20th Feb 2024

While many investors may feel nervous about the potential for a fall, Schroders’ analysis of stock market returns since 1926 shows that investing at a new high can be profitable.

Schroders 20th Feb 2024

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

abrdn 20th Feb 2024

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

abrdn 20th Feb 2024

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.

abrdn 20th Feb 2024

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

abrdn 20th Feb 2024

‘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?

abrdn 20th Feb 2024

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.

abrdn 20th Feb 2024

Schroders’ Felix Odey discusses how food production and consumption is challenging climate targets and what the potential solutions might be.

Schroders 20th Feb 2024

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

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

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

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

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

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

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...

abrdn 7th Feb 2024

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

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

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

Ninety One 7th Feb 2024

Schroders explore the differences and similarities of key sustainable regulations in Europe and the UK, new developments around fund name guidelines, and the implications for investors.

Schroders 6th Feb 2024

Fund managers’ credibility shouldn’t be measured by voting records alone. The crux of good stewardship rests on well-informed conversations with management, says Schroders.

Schroders 6th Feb 2024

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

Baillie Gifford 6th Feb 2024

In this video, Neil Birrell, Chair of the Investment Committee, provides an overview of the Premier Portfolio Management Service, discussing what happened over 2023 and looks forward to what may be...

Premier Miton Investors 6th Feb 2024

Neil Birrell, Lead manager of the Premier Miton Diversified Fund range joins Jonathan Willcocks, Global Head of Distribution to look back over 2023 and what this meant for the Diversified fund rang...

Premier Miton Investors 6th Feb 2024

New long-term analysis from Schroders digs into returns during 22 rate-cutting cycles since 1928.

Schroders 6th Feb 2024

After years of being out of fashion, real estate has suddenly become a hot topic for investors. Listen to Schroders’ Tom Walker to find out why.

Schroders 6th Feb 2024

New long-term analysis digs into returns during 22 rate-cutting cycles since 1928.

Schroders 1st Feb 2024

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

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

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

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

History tells us that this can be a good time to consider whether these companies deserve a place within a diversified portfolio. Schroders analysed data from the past five decades.

Schroders 30th Jan 2024

Schroders’ Keith Wade, Chief Economist & Strategist, looks back at three themes that he believes have dominated the last 35 years.

Schroders 30th Jan 2024

The 2023 Schroders Adviser Survey: the annual Schroders Adviser Survey seeks the views of advisers on a broad range of topics, and the latest survey highlights some of biggest threats and opportuni...

Schroders 30th Jan 2024

Climate change and shifts in return forecasts underline how investors will need to work harder.

Schroders 30th Jan 2024

Former poker player Casper Berry advises on how investors might avoid some of the pitfalls that can lead them to making bad decisions i...

Schroders 30th Jan 2024

Schroders’ experts explore how investors in equities, fixed income and private assets are responding to challenges as they look to 2024. 

Schroders 30th Jan 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

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

Capital Group 30th Jan 2024

… some caution is warranted, says Capital Group.

Capital Group 30th Jan 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

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

Capital Group 30th Jan 2024

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

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

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

abrdn 25th Jan 2024

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

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

Ninety One 24th Jan 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

Innovation remains a critical driver for success today.

Capital Group 23rd Jan 2024

What comes next?

Capital Group 23rd Jan 2024

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

Baillie Gifford 22nd Jan 2024

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

Baillie Gifford 22nd Jan 2024

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

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

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

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

Fidelity International 17th Jan 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

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

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

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

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

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

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

Ninety One 11th Jan 2024

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

Ninety One 11th Jan 2024

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

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

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

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

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

Capital Group 5th Jan 2024

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

Capital Group 5th Jan 2024

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

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

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

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

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

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. 

Neil Birrell, Lead Manager of the Premier Miton Diversified Sustainable Growth Fund Team, is joined by Fixed Income Fund Manager, Simon Prior, Head of Responsible Investing, Helene Winch and Global...

Premier Miton Investors 3rd Jan 2024

In this special addition of Talking Markets, Jonathan Willcocks, Global Head of Distribution, sits down with small cap Fund Managers, Gervais Williams, Alan Rowsell, Imogen Harris and Nick Ford to...

Premier Miton Investors 3rd Jan 2024

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

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

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

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

Ninety One 21st Dec 2023

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

Ninety One 21st Dec 2023

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

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

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

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

Capital Group 15th Dec 2023

A mixed picture for global growth in 2024. 

Capital Group 15th Dec 2023

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

Capital Group 15th Dec 2023

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

Ninety One 14th Dec 2023

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

Ninety One 14th Dec 2023

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

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

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

Ninety One 14th Dec 2023

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

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

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

In this edition of Talking Markets, Gervais Williams, Head of Equities, talks to Jonathan Willcocks, Global Head of Distribution, to discuss the unexpected resilience of the UK market in 2023 and l...

Premier Miton Investors 11th Dec 2023

In this UK Equities Talking Markets video from Premier Miton, Emma Mogford, Fund Manager of the Premier Miton Monthly Income Fund and Assistant Fund Manager, Mahgul Ansari, discusses why UK Equity...

Premier Miton Investors 11th Dec 2023

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

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

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

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

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

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

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

Duncan Goodwin and Geoff Kirk, Fund Managers of the Premier Miton Global Sustainable Optimum Income Fund discuss the themes and philosophy behind the fund and where they currently see opportunities...

Premier Miton Investors 5th Dec 2023

Neil Birrell, lead manager of the Premier Miton Diversified Fund range, is joined by members of the Diversified Fund range team to discuss financial markets, global economies and their views on the...

Premier Miton Investors 5th Dec 2023

How are investors in equities, fixed income and private assets responding to challenges as they look to 2024? Find out from our experts where they’re finding the best opportunities to benefit...

Schroders 5th Dec 2023

Fund Manager, Emma Mogford, and Assistant Fund Manager, Mahgul Ansari provide a short introduction to the Premier Miton Optimum Income Fund.

Premier Miton Investors 4th Dec 2023

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

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

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

Capital Group 30th Nov 2023

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

With index inclusion imminent, Indi...

Ninety One 27th Nov 2023

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

Ninety One 27th Nov 2023

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

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

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

Ninety One 27th Nov 2023

In this edition of Talking Markets, Jonathan Willcocks, Global Head of Distribution, has an insightful discussion on UK equities with Gervais Williams, Head of Equities at Premier Miton. 

Premier Miton Investors 24th Nov 2023

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

Premier Miton’s Gervais Williams, manager of The Diverse Income Trust plc, introduces the Trust, discusses his investment approach and what he finds attractive about the UK stock Market. ...

Premier Miton Investors 22nd Nov 2023

Premier Miton’s Gervais Williams, manager of The Diverse Income Trust plc, discusses the defining features of 2023 for the UK stock market and explains why he believes investors shouldn&rsquo...

Premier Miton Investors 22nd Nov 2023

The ‘Seven Sins’” of fund management.

Schroders 21st Nov 2023

The extraterrestrial hunt for commodities – Schroders discusses the race for commodities, supply chain issues and tensions in space. 

Schroders 21st Nov 2023

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

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

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

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

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

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

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

Capital Group 15th Nov 2023

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

Fidelity International 15th Nov 2023

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

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

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

Capital Group 8th Nov 2023