Companies in Europe still offer compelling opportunities
Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...
Fidelity International 17th Dec 2024
Fidelity International | Is it contrarian to be a UK equities investor?
Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...
Fidelity International 16th Dec 2024
EMD: A credible long-term asset allocation candidate
Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.
Capital Group 16th Dec 2024
The Week: emerging markets in the year ahead
Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.
Adviser-Hub 12th Dec 2024
Global updates: Return of the tariff man
Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.
Adviser-Hub 11th Dec 2024
UK market review: Politics in focus
Politics – including the US election and the ongoing fallout from October’s Budget – absorbed much of the limelight in the UK during November. The Bank of England warned of mounti...
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
Beyond Silicon Valley: the US’s other innovation hubs
The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...
Baillie Gifford 11th Dec 2024
Post-Budget and US election – is it time to invest again?
Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.
Fidelity Adviser Solutions 10th Dec 2024
Tech opportunities to broaden beyond AI dominance
Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...
Fidelity International 5th Dec 2024
Focus on high quality dividend companies set to continue
Fidelity Global Dividend and Sustainable Global Equity Income portfolio managers Dan Roberts and Aditya Shivram share their outlook for 2025 and how they are looking to position the portfolios agai...
Market view: Mixed picture facing global fixed income investors
Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...
Five things to look out for in 2025 with MyFolio
From inflation to diversification and SDR, abrdn explores the prospects for the year ahead.
Aberdeen Investments 5th Dec 2024
The great US infrastructure rebuild
Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.
Baillie Gifford 5th Dec 2024
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
Sign up to our Hub News E-Newsletter