Notes from the road: why investors should take heart from a ‘sober’ gold-sector gathering
Gold is at record highs, yet attendance at the biggest annual gold-industry conference was well below average, which says something useful about sentiment and what investors can expect, says Ninety...
Ninety One 22nd Oct 2024
The road ahead for equities
What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?
Capital Group 22nd Oct 2024
Baillie Gifford | Why now for corporate credit?
Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.
Baillie Gifford 21st Oct 2024
Why now for corporate credit?
Why the 4% rule shouldn’t be ‘the tail that wags the dog’
Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appro...
Fidelity Adviser Solutions 21st Oct 2024
Identifying quality across Asia
Nitin Bajaj, portfolio manager for Fidelity Asian Values PLC, discusses his approach to identifying opportunities across Asia and how he is always looking to find quality businesses with strong fun...
Fidelity International 18th Oct 2024
Do US elections matter for stock returns?
Baillie Gifford explores what the past tells us about a new US president’s impact on growth companies.
Baillie Gifford 18th Oct 2024
Why growth investors can't ignore China
China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.
Navigating the bond landscape
Bonds offer a unique blend of diversification and potential returns. How does the Baillie Gifford Managed Fund capitalise on this? Manager Steven Hay explains.
DC views: how to achieve better member outcomes
Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.
Future stocks
Discover which three stocks have caught the eyes of Baillie Gifford’s investment specialists.
Income investing in a cooling inflationary environment
Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...
Exploring a different take on global equities investing
Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes explore how the global small and mid-cap segment offers investors attractive sources of diversification and return...
The Week: is China back?
Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?
Adviser-Hub 17th Oct 2024
Market view: Multi asset: why your bonds may finally excel in your portfolio
Bonds are making a comeback and abrdn examines how bond market dynamics are shifting and what it could mean for you.
Aberdeen Investments 17th Oct 2024
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