Fidelity analysts temper expectations for margin growth
Fidelity’s latest Analyst Survey suggests that the outlook for margins is moderating, although earnings estimates for next year remain healthy.
Fidelity International 23rd Sep 2021
Biodiversity bond raises the stakes for paper firms
How a Brazilian paper and pulp maker recently launched the first ‘transition’ bond with specific rewilding targets prompted us to talk to another pulp maker about its activities.
Fidelity International 22nd Sep 2021
The Week: Evergrande: China’s Lehman moment?
Is the imminent default of Chinese property developer Evergrande about to destabilise the wider economy? Or has the risk been overblown?
Adviser-Hub 22nd Sep 2021
Baillie Gifford | Multi Asset Income Fund: Retrospective
As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital...
Baillie Gifford 17th Sep 2021
Baillie Gifford Multi Asset Income Fund: Retrospective
The two key risks for bond investors
Fidelity International portfolio managers Sajiv Vaid and Kris Atkinson discuss why fixed income investors should be cautious.
Fidelity International 16th Sep 2021
The Week: Is the commodities super-cycle over already?
Commodities prices have been rolling over, particularly in the metals complex. Is the much-heralded commodities super-cycle a damp squib?
Adviser-Hub 15th Sep 2021
ESG Hub
Head to our new ESG Hub to hear news, views, and expert analysis, and to find out more about the key issues driving environmental, social, and Governance investment. Find out more
Investing in firms shaping the world of tomorrow
From futuristic wireless technology to healthcare innovation and new forms of food production, Investment Analyst Michael Pye of Baillie Gifford’s US Equity Team considers the advances that may define...
Baillie Gifford 10th Sep 2021
Making sense of impact bonds
Impact investing offers a remarkable growing array of opportunities; nevertheless, investors should be wary of ‘impact washing,’ says Insight Investment head of responsible investment and stewardship...
BNY Mellon Investment Management 10th Sep 2021
Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Baillie Gifford 8th Sep 2021
The Week: Europe’s going green
There has been a flurry of green bond issuance in Europe, does it solve the ESG problem for fixed income investors?
Adviser-Hub 8th Sep 2021
The past is a foreign country
Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and in...
The Past is a Foreign Country
Tax hikes to raise money for social care
In a move designed to fund the spiralling cost of social care, the Government announced a controversial increase to National Insurance contributions (NICs) in the form of a 1.25% “Health and Social Ca...
Adviser-Hub 7th Sep 2021
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