Now may be the time for core bonds: five themes for 2024
With inflation falling and the Fed signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer.
Capital Group 30th Jan 2024
Decoding the AI opportunity
As AI continues to proliferate, Capital Group has produced a framework to clarify the opportunities.
Webinar replay: Financial planning considerations following a year of change
In a recent webinar, Fidelity Adviser Solutions’ Paul Richards, Paul Squirrell and Jon Hale ran through the key considerations for clients and how to quickly identify those who may need to ta...
Fidelity Adviser Solutions 29th Jan 2024
Scottish Mortgage Investor Forum 2024 summary
From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they...
Baillie Gifford 29th Jan 2024
A long-term approach to short-term performance
The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have l...
Fidelity International | Rich pickings
What the lessons of 2023 can teach investors for the year ahead – from artificial intelligence to US resilience, Fidelity’s panel of multi asset portfolio managers discusses the big the...
Fidelity International 26th Jan 2024
abrdn | Sustainable horizons
Evaluating COP28 and charting the path forward for climate action – insights from abrdn on the successes, challenges and imperatives of COP28.
Aberdeen Investments 26th Jan 2024
abrdn | Lotus blooming - will 2024 be an Indian summer
In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson is joined by James Thom to explore opportunities in India.
5 keys to investing in 2024
History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in the year ahead, Capital Group has identified five...
Capital Group 25th Jan 2024
Enduring good
Harnessing virtuous circles: Baillie Gifford explains how sustainable investing uncovers potential for long-term, compounding growth benefiting shareholders and society.
Baillie Gifford 25th Jan 2024
Infrastructure
How sustainability is focus of new investments. abrdn’s Roger Pim guides you though the diverse opportunities that will shape his investment plans in 2024 and beyond.
Aberdeen Investments 25th Jan 2024
Sustainable horizons
Evaluating COP28 and charting the path forward for climate action – insights on the successes, challenges and imperatives of COP28.
The Week: Rediscovering UK equity income
Investors have shown a marked preference for global equity income over UK equity income in recent years, but the latest dividend statistics should prompt a rethink.
Adviser-Hub 24th Jan 2024
Market view: The value in unloved UK equities
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, outlines why value-oriented areas of the UK market represent a strong investment opportunity.
Long the yen against the euro
Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explains why tight policy in Europe and very loose policy in Japan indicate a great asymmetry over the next 12 months between the two...
Ninety One 24th Jan 2024
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