Watch the yen in 2023
Ninety One portfolio managers Iain Cunningham and Alex Holroyd-Jones discuss the likelihood of a developed market recession and an end to ultra-loose Japanese monetary policy in 2023.
Ninety One 26th Jan 2023
The Week: High yields for high yield
High yield bonds are finally living up to their name, with average yields sitting at 8-9%. Should investors take another look? Or could recession push yields higher?
Adviser-Hub 26th Jan 2023
Government bonds: a return to normal?
The decade-long bull market in government bonds came to an abrupt halt in 2023. Inflation revived, as the war in Ukraine and supply chain constraints pushed up energy and food prices, with interest...
Corporate bonds: compelling yields versus imminent recession
Corporate bonds have performed better than government bonds in 2022, but only just. Investment grade bonds took a greater hit from rising rates, while high yield performed marginally better as the...
Capital Group | Time to rethink fixed income
Capital Group’s Global High Income Opportunities strategy has a multi-decade track record of delivering consistent income in different market conditions. Now available through an open-ended i...
Capital Group 26th Jan 2023
Inflation is slowing – the Fed may too
With markets seemingly pricing in different economic outcomes this year, Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed discusses what happens next.
Fidelity International 26th Jan 2023
Japan: forging economic resilience amid global headwinds
Capital Group’s economist Anne Vandenabeele shares her view on the outlook for Japan, potential benefits from the reordering of supply chains, and opportunities in the years ahead.
Capital Group 25th Jan 2023
Four trends could power an industrial renaissance
Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance. Capital Group 25th Jan 2023
Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance.
Baillie Gifford | Multi Asset Quarterly Update
Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for...
Baillie Gifford 25th Jan 2023
Baillie Gifford | What's next for growth stocks?
As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.
Baillie Gifford: What's next for growth stocks?
Baillie Gifford: Multi Asset Quarterly Update
World markets review - Fourth quarter 2022
Capital Group’s review of world markets in the final quarter of 2022.
The economy in 2023: where Capital Group differs from market
Four contrarian scenarios in which Capital Group’s economists think current market consensus, as reflected in asset prices, may not be the most probable outcome.
Zipline - drones taking flight to save lives
What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in...
Baillie Gifford 24th Jan 2023
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