Ninety One | ASML: shaping the future
ASML’s machines print the chips that power our everyday lives. It has quietly become Europe’s third most valuable company, and it keeps growing. Portfolio Manager William Nott talks us...
Ninety One 16th May 2024
Upfront: episode six
Catch up on the conversation and find out how MercadoLibre is democratising finance in Latin America, an...
Baillie Gifford 14th May 2024
The health care breakthrough that’s not an obesity drug
“Whether it’s biotechnology or medical devices, there has always been an important moment that has changed how investors view a new technology or therapy,” says Capital Group&rsqu...
Capital Group 14th May 2024
Baillie Gifford | Upfront: Episode Six
Baillie Gifford 13th May 2024
Global updates: “A sometimes bumpy path”
Investor sentiment around the world was dampened during April as higher-than-expected inflation and employment data from the US stifled hopes of an imminent reduction in interest rates.
Adviser-Hub 13th May 2024
UK market review: FTSE 100 hits record high
Although many developed markets fell over the month following disappointing US inflation data, the FTSE 100 Index reached a new all-time high, driven up by sterling’s weakness against the US...
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
Capital Group’s ESG framework builds on 90 years of research legacy
Capital Group’s commitment to ESG is demonstrated by its integration into their investment approach: The Capital SystemTM.
Capital Group 10th May 2024
ESG: actions speak louder than disclosure
Unless disclosure is accompanied by real teeth to drive positive change, abrdn believes there may be more reporting for reporting’s sake.
Aberdeen Investments 10th May 2024
The evolution of ESG: how sustainable practices are shifting in developed credit markets
We’ve moved on from blanket exclusions to more forward-looking engagement – abrdn asks: what are the results?
Private markets: how do we tackle ESG issues?
abrdn discusses its approach to ESG concerns in private markets.
How active can drive alpha
Every investor has probably formed their own opinion on this topic: let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the long ter...
Ninety One 10th May 2024
Valuations need to tell the whole story
While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.
All or nothing
People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of...
The Week: Who’d be a central banker?
A rate cut always looked unlikely, but the devil will be the detail as the Bank of England shows its working.
Adviser-Hub 9th May 2024
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