EM debt: the evolution of an asset
The growing size and importance of EM as an asset class and its potential diversification benefits mean that an allocation merits serious consideration.
Ninety One 22nd Sep 2023
Oil and the price equation
Tom Nelson discusses the oil price equation and implications of the recent rally.
Notes from the road
On a recent trip to China, 4Factor Analyst Alec So visited eight companies across five cities and walked away more optimistic about prospects for quality companies.
Market view: UK equities – down but not out
While the UK macro picture remains challenging, Fidelity’s Alex Wright believes investment opportunities are still available for those who know where to look.
Fidelity International 21st Sep 2023
The Week: Back to the future?
While interest rates may be back to their pre-Lehman highs, the investment environment is not back to business as usual.
Adviser-Hub 20th Sep 2023
Update: 'Replacement' of the lifetime allowance
In the Spring Budget, an announcement was made that the lifetime allowance (LTA) would be 'abolished'.
Fidelity Adviser Solutions 19th Sep 2023
Baillie Gifford | Upfront: Episode Three
Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund man...
Baillie Gifford 15th Sep 2023
Upfront: Episode Three
The Week: Inflation: not over yet
Higher oil prices has disturbed the previously benign inflation picture in the US. What are the implications and could it have a knock-on effect in the UK and Eurozone?
Adviser-Hub 14th Sep 2023
The role of Global Environment within a global equity allocation
Ninety One believes an investment strategy focused on ‘decarbonisation’ can complement a core global equity allocation.
Ninety One 14th Sep 2023
Seeing the fabric of life in Bangladesh
Fidelity Sustainable Investing Associate Ally Chin recently travelled to Bangladesh to see on-the-ground living and factory working conditions for the world’s No. 2 exporter of ready-made gar...
Fidelity International 14th Sep 2023
Helping complete the research ‘puzzle’ with ESG integration
ESG Integration has become a valuable aspect of investment idea generation, research and analysis, alongside supporting engagement with issuers of equities and bonds, says Capital Group’s Jay...
Capital Group 14th Sep 2023
Global updates: China weighs on sentiment
Global equity markets generally declined during August as existing preoccupations over inflation and monetary policy were exacerbated by intensifying worries over the outlook for China.
Adviser-Hub 13th Sep 2023
UK market review: Lacklustre August for UK equities
Share prices fell in the UK during August as deteriorating news about China’s economy compounded UK investors’ existing concerns over inflation, interest rates, and the outlook for the...
Market briefings looking back at August
A selection of articles, written by our expert investment writers that cover the markets looking back through August.
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