Japan
Will reforms further unlock stock valuations?
Capital Group 22nd Sep 2023
Interest rate update
The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...
Adviser-Hub 22nd Sep 2023
As rate hikes near end, historic investor opportunity may begin
Mike Gitlin, Incoming President & CEO believes we’re on the cusp of a major transition.
Guide to recessions
Nine things you need to know.
Unlock income opportunities across key credit sectors
With starting yields at levels between 5.5% and 8.5%, the stage is set for positive total returns over the longer term.
Helping complete the research ‘puzzle
ESG integration has become a valuable aspect of investment idea generation, research and analysis.
The European economy is in for a rocky ride
Why the eurozone is in for a tough time, and the opportunities arising from this.
Ninety One 22nd Sep 2023
EM debt: the evolution of an asset
The growing size and importance of EM as an asset class and its potential diversification benefits mean that an allocation merits serious consideration.
Oil and the price equation
Tom Nelson discusses the oil price equation and implications of the recent rally.
Notes from the road
On a recent trip to China, 4Factor Analyst Alec So visited eight companies across five cities and walked away more optimistic about prospects for quality companies.
Market view: UK equities – down but not out
While the UK macro picture remains challenging, Fidelity’s Alex Wright believes investment opportunities are still available for those who know where to look.
Fidelity International 21st Sep 2023
The Week: Back to the future?
While interest rates may be back to their pre-Lehman highs, the investment environment is not back to business as usual.
Adviser-Hub 20th Sep 2023
Update: 'Replacement' of the lifetime allowance
In the Spring Budget, an announcement was made that the lifetime allowance (LTA) would be 'abolished'.
Fidelity Adviser Solutions 19th Sep 2023
Baillie Gifford | Upfront: Episode Three
Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund man...
Baillie Gifford 15th Sep 2023
Upfront: Episode Three
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