Unlocking the secrets of sustainable growth
Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.
Baillie Gifford 22nd Aug 2023
FOMO is driving markets again
Investor sentiment has been far from stable so far in 2023 as bearish positioning at the start of the year has given way to a much more optimistic view over recent weeks. Fidelity Multi Asset Open...
Fidelity International 22nd Aug 2023
Strat snippets: The recession procession
While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity St...
Four lessons from 50 years of bond investing
Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.
Capital Group 18th Aug 2023
Global updates: ECB raise rates again
The annualised rate of US consumer price inflation subsided from 4% in May to 3% in June, fuelling hopes that the Fed might be approaching the end of its tightening cycle.
Adviser-Hub 18th Aug 2023
UK market review: UK profit warnings on the rise
In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”. Adviser-Hub 18th Aug 2023
In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”.
Market briefings looking back at July
A selection of articles, written by our expert investment writers that cover the markets looking back through July.
Exploring sustainable investments in Turkey’s turbulent market
Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.
Baillie Gifford 17th Aug 2023
Hot property? The real deal in the property sector
Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate p...
The Week: What’s going on in China?
After another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic?
Adviser-Hub 17th Aug 2023
US economy hit by rolling recession
What happened to the widely predicted recession that was supposed to wreak havoc on the US economy this year? It happened, says Capital Group – just not all at once.
Capital Group 17th Aug 2023
AI and the new tech megacycle
Many technology stocks have soared since ChatGPT captured the public's imagination earlier this year. Capital Group believes this is the start of the next...
Kirstie Spence: three exciting things about EMD
Capital Group’s Kirstie Spence, fixed income portfolio manager, shares her outlook for emerging market debt and outlines the three things currently exciting her about the asset class.
Turning one: celebrating the Inflation Reducation Act's first birthday
The IRA turns one in August 2023 and has already shown potential to spur massive investment in decarbonisation.
Ninety One 16th Aug 2023
Stock stories: Climeworks
What if it were possible to capture CO2 directly from the air and lock it away permanently?
Baillie Gifford 16th Aug 2023
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