Baillie Gifford | Resilient growth for the long term
When you’re surrounded by an ocean of information and noise it’s hard not to get distracted. Baillie Gifford's Global Income Growth investment manager Ross Mathison discusses why in...
Baillie Gifford 20th Feb 2023
Resilient growth for the long term
The Week: Better times for the UK?
The recent inflation and growth data for the UK gave tentative cause for optimism. However, the UK has a long way to go before it is likely to lure back international buyers.
Adviser-Hub 16th Feb 2023
Companies sticking with ESG despite challenges – but one key blindspot remains
Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, highlights that there is still much room for improvement.
Fidelity International 15th Feb 2023
Newton fund managers discuss what net zero should mean for portfolios
What does Net Zero mean for portfolios? Newton Portfolio Managers Jim Lydotes and Philip Shucksmith discuss how they are navigating net zero in their portfolios to achieve real-world decarbonisatio...
BNY Mellon Investment Management 15th Feb 2023
How can mining in Africa bolster the energy transition?
The world’s largest mining investment conference recently concluded, with sustainability at the heart of the next wave of new exploration, as Ninety One’s Annika Brouwer explains.
Ninety One 15th Feb 2023
Have we passed peak risk in the UK?
The cost-of-living crisis and weak economic outlook have created a challenging environment for UK investors. Yet with much of this reflected in valuations, Fidelity UK Select Fund portfolio manager...
Fidelity International 14th Feb 2023
Short but sweet: the case for short dated credit in six charts
Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...
The what, why and how of listed alternatives
More investors are recognising that listed alternatives have the potential to enhance returns and generate income, as well as offer diversification and downside protection benefits to a broader por...
Fidelity International | Bank of America: financing the transition
Fidelity’s Global Head of Investment Research Ned Salter discusses the complex world of sustainable finance with Bank of America chief executive Brian Moynihan.
Fidelity International 13th Feb 2023
Forget February, focus on March
Ninety One’s Russell Silberston argues that investors should look beyond central banks’ February meetings to those occurring in March, when things will get interesting.
Ninety One 9th Feb 2023
The Week: Investors cash out in tough markets…again
Outflows from investment funds in 2022 show that investors are failing to learn the lessons from previous market downturns.
Adviser-Hub 9th Feb 2023
A framework for navigating uncertainty
Analysis shows that bonds already price in most of the downside risk and are expected to deliver favourable outcomes across a number of scenarios.
Capital Group 8th Feb 2023
China: What could drive its markets in 2023
As nearly three years of lockdowns come to an end in China, will 2023 be a turning point for equity investors?
EMs with stronger fundamentals should see inflows
Global ownership of EM bonds stands at its lowest point in close to a decade – but EMs with stronger fundamentals should see inflows.
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