Why dividends tell us that earnings may be overbaked
Despite developing headwinds, the market still expects earnings to trend higher through 2023. Dividends, however, tell a rather different story. Portfolio Manager Abrie Pretorius explains why dividend...
Ninety One 30th May 2022
The long view: investing in the future
Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.
Baillie Gifford 26th May 2022
Scottish Mortgage: long-term endurance
In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.
The Week: The state of markets: is it over yet?
This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.
Adviser-Hub 25th May 2022
Scottish Mortgage: Long-term endurance
Baillie Gifford 25th May 2022
Electric Income
Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more. Capital at risk and income not g...
Baillie Gifford 24th May 2022
Fidelity International | Introducing Fidelity Multi Asset Open range
James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Multi Asset Open range. Watch this short video to benefit from Paul’s insight into t...
Fidelity International 24th May 2022
Regulation: the evolving UK landscape
This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....
Adviser-Hub 24th May 2022
Electric Income Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more.
The Week: The China problem
China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?
Adviser-Hub 19th May 2022
The “Grand Chessboard” reconfigured; Stagflation risks intensify
The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conf...
Fidelity International 18th May 2022
Net Zero: do we really understand what it means?
Reaching Net Zero is a massive undertaking that requires co-operation on a global scale. We all have a role to play, both as individuals and as investors. As demand for sustainable investment solution...
Adviser-Hub 18th May 2022
The evolution of our sustainability ratings and research
Fidelity’s investment team discuss how they are evolving and enhancing their sustainability research and ratings. Find out how they are moving away from solely using ESG as a risk management tool, wit...
Fidelity International 17th May 2022
Patient Green Capital
Companies need time to develop carbon-cutting disruptive innovations. By providing patient capital, you can increase both their environmental impact and your returns, as Scottish Mortgage Investment T...
Baillie Gifford 17th May 2022
In conversation with Mercer: How to practically invest sustainably?
Ninety One invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey...
Ninety One 17th May 2022
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