A structural investment theme poised for lift-off
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
The Week: The Federal Reserve’s head scratcher
The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?
Adviser-Hub 14th Dec 2023
Global updates: Light at the end of the inflation tunnel?
Share prices generally rebounded during November amid mounting optimism that interest rates might have peaked, underpinned by encouraging US and eurozone inflation data.
Adviser-Hub 12th Dec 2023
UK market review: FTSE lags global markets
Although UK equity indices ended November in positive territory, their overall performance was muted compared with many other leading equity markets.
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
South-east Asia’s rising export stars
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 | South-east Asia’s rising export stars
Why growth, why now?
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
Finance's evolving role in achieving net zero
Ninety One’s Chief Sustainability Offer Nazmeera Moola discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.
Ninety One 11th Dec 2023
Volatility is creating opportunities
A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
Net zero asset managers’ initiative: an update
We need to be alert and open-minded to opportunities for success, says Baillie Gifford’s Caroline Cook, Head of Climate Change.
Five things investors should know about TNFD
The TNFD can help investors access quality information to integrate nature-related risks and opportunities in investment decisions.
Fidelity International 11th Dec 2023
Introducing Fidelity’s Nature Roadmap
How Fidelity promotes robust governance and oversight of nature-related issues in investment decision-making to help protect the environment.
COP28
What’s needed for a credible oil and gas transition? A big question looms: can alternative technologies aid a credible oil and gas transition?
Aberdeen Investments 11th Dec 2023
Avoided emissions
Discover how abrdn is contributing to research on avoided emissions and helping to improve how corporate climate impact is measured.
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