Why technical leaders have the advantage in the AI era
Scottish Mortgage manager Tom Slater explains how Meta, Shopify, Roblox and Spotify all benefit from having chief executives with a deep understanding of developing technologies.
Baillie Gifford 24th Sep 2024
Ninety One's definition of a quality company
The definition of 'quality' can be subjective – Ninety One's Clyde Rossouw explains why we are drawn to businesses that possess five key attributes.
Ninety One 19th Sep 2024
The Week: rate cuts are here at last: a champagne moment?
The Federal Reserve has finally cut rates after a year of waiting. But markets were non-plussed.
Adviser-Hub 19th Sep 2024
China: finding the new shoots of growth
International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.
Baillie Gifford 19th Sep 2024
Interest rate update: Fed cuts rates by half a percentage point
US interest rates fell for the first time in over four years following the FOMC’s September meeting. The FOMC implemented a relatively aggressive cut of 50 basis points, reducing the key fede...
Navigate choppy waters with the help of bonds
Find out if an allocation to fixed income could help smooth the way with abrdn's Jamie Irvine.
Aberdeen Investments 19th Sep 2024
Where does value lie in the UK market? – panel discussion video #3
UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...
Adviser-Hub 18th Sep 2024
Looking through recent market volatility
As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...
Fidelity International 17th Sep 2024
How UK markets are changing – panel discussion video #2
It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...
Adviser-Hub 17th Sep 2024
Investing in Asia’s next phase of development
Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.
US exceptionalism could continue but diversification still key
One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. Why have US equities been so successful and will the trend continue?
Slowdown is here, time to de-risk
Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atki...
Fixed income markets: when the stars align
Bonds now offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle, says Capital Group.
Capital Group 17th Sep 2024
Why Capital Group believes it’s time to exit cash and move back into bonds
Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.
US economy poised for a soft landing. What comes next?
A great deal of market commentary over the past several months has focused on the potential for the US economy to achieve a “soft landing.” What exactly is that?
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