HelloFresh: changing how people eat forever
Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste...
Baillie Gifford 1st Dec 2023
Ninety One | The acceleration towards a multipolar world
Ninety One’s Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – its scale, its ‘all-state’ characteristics, and Americ...
Ninety One 30th Nov 2023
abrdn | Smoke Stacks to Chip Stacks – how EM is driving the next generation of infrastructure:
In the latest episode of the Emerging Markets Equities podcast, abrdn’s Nick Robinson is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets.
Aberdeen Investments 30th Nov 2023
Electric vehicles in the fast lane
Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?
Capital Group 30th Nov 2023
The new normal for equities in 2024
Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.
How to use bonds to seek balance as Fed hikes wind down
The time-honoured relationship between stocks and bonds has broken down over recent years, but there are encouraging signs of its eventual return.
The Week: Regulator’s warning on cash holdings
The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it?
Adviser-Hub 29th Nov 2023
US outlook: structural tailwinds vs near-term uncertainty
The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.
Fidelity International 29th Nov 2023
Vulnerable customers and the Consumer Duty
The Consumer Duty has recently imposed additional rules and guidance on how vulnerable customers should be treated.
Fidelity Adviser Solutions 28th Nov 2023
India gears up for a greater global role
With index inclusion imminent, Indi...
Ninety One 27th Nov 2023
Driving financial inclusion in Brazil
For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.
Autumn Statement 2023: politics & economics
With an eye to the forthcoming General Election, Chancellor of the Exchequer Jeremy Hunt introduced his Autumn Statement as a “Statement for Growth”
Adviser-Hub 27th Nov 2023
Making the switch
Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation.
Investing for tomorrow
Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.
Planetary Pulse
Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.
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