Ninety One | How DeepSeek might dethrone the dollar
Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.
Ninety One 20th Feb 2025
Fidelity International | Why research gives you an edge
What do thousands of company meetings tell investors about the state of the world in 2025? Fidelity International’s annual Analyst Survey answers this question and more.
Fidelity International 20th Feb 2025
The Week: the UK: any catalyst for a revival?
It’s been a big week of data for the UK economy. Does it move the dial on UK equities?
Adviser-Hub 19th Feb 2025
Enhancing portfolio resilience with diversifying liquid alternatives
The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...
Fidelity International 18th Feb 2025
Bank of England Blog: disagreement and agreement
Fidelity fixed income portfolio manager Kris Atkinson outlines his latest views on interest rate risk from here and highlights why he still remains long UK duration.
Weak UK outlook calls for nuanced approach
Multi Asset Open portfolio managers Caroline Shaw and Chris Forgan discuss why the weak growth outlook for the UK requires a more nuanced investment approach. They share how they are taking the bes...
Assessing the impact of US tariffs
What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.
Capital Group 18th Feb 2025
Should investors be nervous about the stock market?
Does the sudden flare-up in volatility signal it’s time for investors to be more cautious? Or can the powerful market rally continue? For Capital Group CIO Martin Romo, the short answer is ye...
Germany’s surprising equity market
Capital Group’s Beth Beckett, Economist, looks past the macro gloom.
Are we seeing a generational shift in the global economy?
Right now, it appears there are several transformational changes happening all at once. Capital Group explores how equity markets are responding.
How DeepSeek might dethrone the dollar
Ninety One 18th Feb 2025
Discovery: our philosophy
Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.
Baillie Gifford 17th Feb 2025
Unconventional research: profile of an investigative researcher
Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive appr...
Pacific Horizon: opportunities in Asia ex Japan
Roddy Snell reflects on the past year and explores future opportunities of the Baillie Gifford Pacific Horizon Investment Trust.
Aberdeen Investments | Why is now a good time to consider MyFolio Index?
Are you an adviser seeking risk-targeted solutions for your clients? Watch and hear about the MyFolio Index.
Aberdeen Investments 17th Feb 2025
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