Fidelity International | Fidelity Answers: volatility is extreme. What are the investment trends I should keep in focus?
Despite the conflict, there are reasons for investors to be constructive in the months ahead.
Fidelity International 5th May 2026
Ninety One | Boots on the ground: a different perspective on the IMF Spring Meetings
Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important...
Ninety One 5th May 2026
Ninety One | Hidden GEMs: why the oil shock could accelerate the energy transition
Oil shocks don’t just disrupt, says Ninety One – they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by...
Baillie Gifford | The big squeeze: when bottlenecks work to your advantage
When demand outstrips supply, Baillie Gifford believes companies that sit astride the pinch point can gain an enduring advantage.
Baillie Gifford 5th May 2026
Fidelity International | The Investor’s Guide to Asia: Three investable ideas that caught a fund manager's eye
In this episode of The Investor’s Guide to Asia, fund manager Dale Nicholls shares opportunities that Fidelity analysts helped identify in robotics, China small caps, and rare earths, and how...
Capital Group | How GM’s Chair and CEO is redefining what’s possible at a legacy company
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook?
Capital Group 5th May 2026
Capital Group | Investing after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place.
The Week: Interest rates: where next?
Calling the direction of interest rates from here is tough, even after central bank announcements this week.
Adviser-Hub 30th Apr 2026
Market view: Picture this: in today’s credit markets, the real risks lurk in the shadows
Market moves mask a divergent picture of risk exposure. Ninety One’s Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.<...
Ninety One 30th Apr 2026
Rewriting the rules: pensions and inheritance tax
The conventional wisdom for clients with significant assets has been to leave the pension untouched and use other assets for income. Fidelity Adviser Solutions’ Paul Squirrell assesses the im...
Fidelity Adviser Solutions 30th Apr 2026
Investment trusts: two paths to growth
Two Baillie Gifford investment trusts; two routes to long-term growth through patience, conviction and resilience
Baillie Gifford 30th Apr 2026
The case for absolute return strategies in volatile markets
In this environment, Fidelity believes that absolute return strategies offer a compelling alternative – they seek to generate positive returns across market cycles while placing greater empha...
Fidelity International 30th Apr 2026
Bond investors have a new playbook for a new reality
Investors today have more ‘safe haven’ options than in years gone by. And, says Fidelity, they are acting accordingly, making allocation decisions that are set to transform demand for A...
Why a shifting market is creating opportunity in UK value small and mid caps
Alex Wright, portfolio manager of Fidelity Special Situations and Special Values, explains why small and mid caps continue to trade at a meaningful discount, creating selective opportunities in und...
Why China continues to offer opportunities for selective stock pickers
Fidelity China Special Situations portfolio manager Dale Nicholls highlights that while challenges remain – from property to geopolitics – the broader economic backdrop is more stable t...
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