Baillie Gifford | Global Discovery: A decade of growth investing
The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.
Baillie Gifford 5th Sep 2022
Global Discovery: A decade of growth investing
Global equities
Right here, right now our sustainable global equity funds invest in companies who are addressing the world’s greatest environmental and social challenges. By doing so, they aim to deliver mor...
Fidelity International 5th Sep 2022
Is UK real estate heading back to the 1970s
UK commercial real estate is facing 1970s-level inflation, but does it face the same boom and bust it did over 50 years ago?
Schroders 1st Sep 2022
EM Debt Q&A: exploring a more constructive outlook
Following big drawdowns in EM Debt this year, investor are rightly assessing the asset class. Ninety One’s Grant Webster addresses some of the key questions posed by EM Debt investors on his recent ro...
Ninety One 1st Sep 2022
Why emerging markets are key for global impact investors
Insight Investment’s Portfolio Manager Simon Cooke discusses the impact of emerging market sustainable bonds in comparison to those in developed markets.
BNY Mellon Investment Management 1st Sep 2022
Your guide to bond markets
Economic data continues to deteriorate and a slowdown that tips the US economy into a recession is a distinct possibility this year. Our Fixed Income investment team take stock of this challenging env...
Fidelity International 31st Aug 2022
Anatomy of an ESG engagement
Equity analyst Cormac Byrne provides an overview of our recent engagement with Italian industrials firm Interpump. He outlines how collaborative - and at times challenging - discussions have brought a...
The Week: UK consumer confidence hits new lows
UK consumer confidence has hit all-time lows and there may be worse to come as inflation soars.
Adviser-Hub 31st Aug 2022
How to navigate impact washing
BNY Mellon Investment Management 31st Aug 2022
The inflation Reduction Act explained: the most important climate bill in US history?
The most important climate bill in US history? Some of Schroders’ climate specialists share their takes on the new legislation, which could slash US emissions by 40%.
Schroders 31st Aug 2022
Why ESG ratings are too simplistic
Members of Fidelity’s Sustainable Investing Team highlight how today’s quantitative ESG ratings are frequently misunderstood or misapplied.
Don’t lose sight of Asia’s structural growth opportunity
Asian investors have been grappling with a range of global and local headwinds. Against this uncertain backdrop, Fidelity Asia Fund Manager Teera Chanpongsang discusses the benefits of adopting a long...
Can smaller companies thrive when the economy stalls?
Schroders’ Bob Kaynor, a US small and mid caps fund manager, discusses the impact of inflation and rising interest rates on smaller companies and whether they can outshine their large cap peers.
Schroders 25th Aug 2022
Market view: Not out of the woods yet
Markets have bounced recently despite weaker economic data. Jupiter’s Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Jupiter Asset Management 25th Aug 2022
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