Capital Group | From medicine to markets: Long-term biotech investing
Physician turned Capital Group equity analyst Dr Judith Finegold explains how her clinical experience helps assess drug pipelines, clinical trials and long-term risk in biotech investing – we...
Capital Group 21st May 2026
Fidelity’s WealthBuilder Model Portfolio Service – built for what comes next
Help your clients stay on track with portfolios designed for a changing investment landscape. Powered by Fidelity’s global insights, WealthBuilder offers three clear ranges – Active, Bl...
Fidelity International 21st May 2026
How AI is reshaping US equity markets
In this environment, says Capital Group, deep fundamental research and careful security selection have become increasingly important.
Capital Group 19th May 2026
Ninety One | Making sense of recent market moves
Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell and Investment Direc...
Ninety One 19th May 2026
Ninety One | Visible champions and invisible leaders
A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.
Baillie Gifford | Scottish Mortgage podcast: Enveda
Founder and chief executive Viswa Colluru tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
Baillie Gifford 19th May 2026
Aberdeen Investments | Who's winning the AI race – and does it matter?
Aberdeen explores how the US and China are competing in AI, from models and semiconductors to power grids and government strategy, and asks whether it’s really a race at all – or someth...
Aberdeen Investments 19th May 2026
Rethinking estate planning
Fidelity Adviser Solutions guides and insights can help you to face a new direction in retirement and estate planning, requiring earlier action, deeper client conversations and more integrated advi...
Fidelity Adviser Solutions 18th May 2026
One year on: how SDR has reshaped the UK market for sustainable funds
Fidelity’s Jenn-Hui Tan outlines why progress will depend on the extent to which providers navigate regulatory complexity, distributors gain comfort with new labels, and market dynamics affec...
Fidelity International 18th May 2026
Baillie Gifford – Cautious Managed Fund
Baillie Gifford’s Cautious Managed Fund builds on the four-decade success of the flagship Baillie Gifford Managed Fund.
Baillie Gifford 18th May 2026
SpaceX: Pre IPO Briefing Note – Scottish Mortgage
Given the materiality of the SpaceX position within the Scottish Mortgage portfolio, and in light of recent speculation and uncertainty surrounding a potential SpaceX IPO, this communication aims t...
Baillie Gifford 15th May 2026
Why quality still matters for small and mid-cap investing
Maroun Younes, Co-Portfolio Manager of Fidelity’s Global Future Leaders Strategy, considers how quality has performed over the longer term, and reveals why abandoning it now may be the wrong...
Fidelity International 15th May 2026
Market volatility opens up opportunities in high-quality European equities
Sam Morse and Marcel Stötzel, Portfolio Managers of the Fidelity European Fund and Fidelity European Trust PLC, outline how the team is navigating current market conditions and where selective...
The role of gold as a safe haven in a fragmenting world
Fidelity examines whether and how gold can contribute to portfolio resilience alongside traditional assets, and under what conditions that case strengthens or weakens.
Navigating fragmentation, inflation and risk
Fidelity’s macro and ETF team examine the key forces shaping markets, including geoeconomic fragmentation, the impact of AI, and widening return dispersion, and outline how investors can use...
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
Sign up to our Hub News E-Newsletter