The Analyst view: The outlook for European banks
Capital Group’s Analyst Etrit Vllasalija looks at investment opportunities within European banks, focusing on differences versus US names after recent regulatory changes.
Capital Group 6th May 2025
The Week: US economy in trouble
The latest GDP data shows a contraction in the US economy. There may be more to come.
Adviser-Hub 1st May 2025
The Investment Outlook Q2 2025 from Aberdeen Investments
Navigating the complexities of tariffs and political uncertainty can be challenging. Gain insights and investment ideas from Aberdeen's experts in the latest Investment Outlook.
Aberdeen Investments 29th Apr 2025
Equities: Diversification is still the only free lunch in investing
Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio?
Macro: Tariff uncertainty dominates, leads to hard questions
How may Trump's tariffs reshape investing? How are we adjusting our model portfolio? Explore the profound uncertainty and potential damage to the world economy.
Private Markets: an investment haven in an uncertain world?
Find out how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the benefits now.
Sustainability: Is this the end for sustainable investing?
Can this be the end of the road? Discover the transatlantic split and evolving strategies amid the political backlash. How may asset managers adapt?
Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets
As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.
Fidelity International 29th Apr 2025
Baillie Gifford | UK growth: opportunities amid tariff turbulence
Baillie Gifford explores how adaptable firms in growth-driving sectors can prosper over the long term, despite trade restrictions.
Baillie Gifford 28th Apr 2025
Fidelity International | Fidelity Answers: how should investors respond to a changing America?
An opportunity for the euro? Time to buy gold? The opportunities and risks of a period of profound volatility in markets dominate the latest Fidelity Answers podcast.
Fidelity International 28th Apr 2025
Capital Group | How avalanche safety training applies to high-yield debt investing
Capital Group bond manager David Daigle compares high-yield debt investing to avalanche safety training, and shares which investors may benefit from exposure to high-yield bonds.
Capital Group 28th Apr 2025
Capital Group | Patience helps a veteran investor manage through crisis
Veteran Capital Group equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval, drawing parallels between past crisis even...
Capital Group | Autos: an industry disrupted
With the traditional autos sector in the midst of huge disruption, Capital Group fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market.
Globalisation isn’t dead. It’s changing.
Globalisation isn’t dead, says Capital Group’s Steve Watson – it is, however, changing in a significant way.
Treasury market turmoil: How might the Fed react?
Capital Group’s Thomas Reithinger and Doug Kletter assess the factors at play in the Treasuries market.
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