Ninety One | What the inverted yield curve foretells
For decades, an inverted yield curve has predicted recession in the US and beyond. Philip Saunders, Director at Ninety One’s Investment Institute, discusses the implications.
Ninety One 23rd Mar 2023
Asian banks: end of Fed hiking could be key
As the fallout from the collapse of Silicon Valley Bank ripples across the world, markets continue to consider potential contagion effects on the global banking sector and beyond.
Capital Group 22nd Mar 2023
China reopening should benefit parts of EM Asia
Spillovers from China’s reopening will be mostly positive and the main channels are through tourism, goods imports and commodity prices.
10 investment themes for 2023
Capital Group shares 10 long-term themes that their investment team is focusing on right now. As these ideas illustrate, even during periods of uncertainty, it can be an exciting time to be an inve...
The Week: Inflation comes back to bite
Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise.
Adviser-Hub 22nd Mar 2023
Investment grade outlook: security selection may be key to managing uncertainty
Despite the market’s conviction, the macro-economic outlook remains uncertain and security selection will be crucial to capture opportunities.
Four cardinal questions for investors in turbulent times
The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment ma...
Baillie Gifford 22nd Mar 2023
Sustainable corporate bond investing
Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companie...
Baillie Gifford 21st Mar 2023
Resilient growth for the long term
Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential
Enduring growth for enduring good
An introduction to sustainable growth.
A financial market reset brings opportunities for one of Baillie Gifford’s leading OEICs
Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.
Baillie Gifford 20th Mar 2023
The Consumer Duty: changing the conversation
The Consumer Duty is one of the most significant regulatory reforms to affect the financial services sector for many years.
Adviser-Hub 20th Mar 2023
International Energy Week
The focus on transition – Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution.
Ninety One 16th Mar 2023
Tracking net zero progress
Too little, not too late – how orderly will the global net zero transition ultimately turn out to be? Fidelity’s Global Macro & Strategic Asset Allocation Team assess the latest pro...
Fidelity International 16th Mar 2023
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