Thinking beyond the landing
Although our base case remains for a soft landing, it is important to keep an open mind, given the extraordinary events of the past few years, says Capital Group.
Capital Group 3rd Sep 2024
US election: how a Trump or Harris victory will shape markets
Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.
Ninety One 3rd Sep 2024
Can political and economic stability drive UK equities?
After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...
Adviser-Hub 2nd Sep 2024
Tax treatment of money purchase death benefit payments
Here is a rough guide from Fidelity Adviser Solutions – including a flowchart – to the tax treatment of money purchase death benefit payments.
Fidelity Adviser Solutions 2nd Sep 2024
The Week: will CGT changes hurt the UK stock market?
Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?
Adviser-Hub 29th Aug 2024
Central bank Olympics redux – faster, (lower), stronger
The Games might be over, but the central bank rate-cutting race has just begun – abrdn looks at what to expect for the rest of 2024.
Aberdeen Investments 29th Aug 2024
Market view: Navigating China’s path to recovery
Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...
Fidelity International 29th Aug 2024
Climate adaptation for the next generation
Financial innovation to manage extreme-weather risk.
Ninety One 28th Aug 2024
EM corporate bonds and the SDGs: delivering profit with purpose
Can companies deliver solutions to the world’s big problems while returning a profit? Here’s three firms abrdn thinks can.
Aberdeen Investments 28th Aug 2024
Climate Change: sustainable returns, real-world impact via active transition investing
How bond investors can potentially achieve decent returns for their portfolios and help the planet: an Asian perspective from abrdn.
Has inflation bottomed?
Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.
Too high for too long?
The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...
Navigating an increasingly concentrated market
Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest, and highlights several warning signs for investors to note.
Find value in a changing market
Beware the ‘cyclical’ case for value – hoping the market will re-rate value stocks en masse – and find out why Ninety One’s Value team believes in a ‘structural&...
The Investor's Guide to China podcast: Asia's bright spots
Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.
Fidelity International 27th Aug 2024
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