The Monthly Macro Outlook Video - May 2025
How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.
Aberdeen Investments 12th Jun 2025
How large are global infrastructure needs?
Both developed and emerging economies need significant infrastructure investments for growth and sustainability. A new model quantifies these needs, emphasizing the necessity of substantial private...
Navigating retirement: combating sequencing risk
Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios.
Baillie Gifford 11th Jun 2025
How to navigate US markets in 2025 and beyond
US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...
Fidelity International 11th Jun 2025
Capital Group | Adventures in small-cap investing
Greg Wendt, the longest-serving analyst in Capital Group history, is about to wrap up a 37-year career. He shares tales from his time venturing into the wild world of small-cap stocks.
Capital Group 10th Jun 2025
Capital Group | The US loses its triple-A credit rating. What’s next?
The US recently lost its triple-A credit rating last month – what does it mean for interest rates, the US economy and investment portfolios? Capital Group economist Darrell Spence shares his...
Capital Group | Power shifts: the future of European utilities
The ongoing energy transition has fundamentally changed the utilities industry. Capital Group fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilitie...
Globalisation isn’t dead. It’s changing.
The series of tariffs launched by the US government from early April prompted a wave of criticism from world leaders.
12 security-related questions to ask your platform partner
To help you with your due diligence, Fidelity Adviser Solutions have created a checklist covering 12 security-related questions they recommend you ask your platform partner.
Fidelity Adviser Solutions 9th Jun 2025
Baillie Gifford | Emerging markets: the next engines of global growth
Emerging market nations and companies are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. Baillie Gifford’s Andrew Keiller explains.&...
Baillie Gifford 9th Jun 2025
Emerging markets: the next engines of global growth
Global updates: Trump tensions
Share prices recovered during May as fears of a tariff-induced global recession receded. Nevertheless, markets remained jittery as the trade saga continued to unfold. Although President Trump annou...
Adviser-Hub 9th Jun 2025
UK market review: UK shares climb in May
After a torrid April, UK equity markets rose during May as investor sentiment improved, boosted by hopes of a continued moderation in global trade tensions.
Market briefings look back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
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