Baillie Gifford | Beyond the benchmark: why being different pays off
Baillie Gifford’s chief executive on the importance of long-termism, optimism and conviction – and what comes next.
Baillie Gifford 24th Sep 2025
Capital Group | The age of robots
Capital Group equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots.
Capital Group 24th Sep 2025
Capital Group | Health check for the pharmaceutical sector
Capital Group equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this spa...
Capital Group | From oil sands to OPEC: a disciplined approach to energy investing
Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas.
15 years of clarity and consistency with MyFolio
Why is Aberdeen's MyFolio such a trusted adviser solution?
Aberdeen Investments 23rd Sep 2025
The age of resilience: outperformers must first be survivors
Transformative companies must shockproof themselves for turbulent times, writes Tom Slater investment manager for Scottish Mortgage.
Baillie Gifford 23rd Sep 2025
Fidelity Answers: markets look weird – how can I build resilience in my portfolio?
Doubts over the direction for interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025.
Fidelity International 22nd Sep 2025
Making the case for US smaller companies
Fidelity considers why now is an opportune time to consider diversifying US exposure and looking to smaller companies.
The takeover tailwind in UK equities
Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, discusses the flurry of takeover announcements of companies within the portfolio, despite turbulent markets and...
Baillie Gifford | Baillie Gifford CEO on why being different pays off
Discover how long-termism, optimism, and deep research guide Baillie Gifford’s investment decisions, regardless of companies’ stock market index weightings. Capital at risk.
Baillie Gifford 22nd Sep 2025
Baillie Gifford CEO on why being different pays off
Strat chat: US inflation could jolt markets out of their stupor
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. &...
UK equities: a hunting ground for contrarian value investors
Alex Wright and Jonathan Winton, portfolio managers of the Fidelity Special Situations Fund and Special Values PLC, explore why – despite delivering strong performance this year – the U...
The Investor’s Guide to Asia: A new dawn for Asia high yield
In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Tae Ho Ryu and Terence Pang discuss how a small asset class in the fixed income universe has staged a return...
Why Fidelity remains positive about Europe’s outlook
Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Fund and Fidelity European Trust PLC, outlines why quality businesses backed by strong balance sheets and dividend growth potentia...
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 6th, Jan Harrogate
Wed, 7th, Jan Manchester
Thu, 8th, Jan Glasgow
Tue, 13th, Jan Exeter
Wed, 14th, Jan Bristol
Thu, 15th, Jan Birmingham
Tue, 20th, Jan Newmarket
Wed, 21st, Jan London
Thu, 22nd, Jan Online Event
Thu, 22nd, Jan Southampton
Sign up to our Hub News E-Newsletter