The economy in 2023: where Capital Group differs from market
Four contrarian scenarios in which Capital Group’s economists think current market consensus, as reflected in asset prices, may not be the most probable outcome.
Capital Group 25th Jan 2023
Zipline - drones taking flight to save lives
What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in...
Baillie Gifford 24th Jan 2023
The Week: The investment strategies of the decade
The past decade may have been all about Bitcoin and technology, but their strength has relied on abundant liquidity. Can the successful strategies of the past decade tell investors anything about t...
Adviser-Hub 19th Jan 2023
Market view: Will Chinese equities hop ahead in the Year of the Rabbit?
As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China'...
Fidelity International 19th Jan 2023
Value insights: ‘Brilliant leader’ stories can lead investors down the garden path
Be wary of ‘management stories’: investment cases predicated on a brilliant leader making a transformational difference. Exceptional leaders exist, but they are rare beasts, say Ninety...
Ninety One 19th Jan 2023
Small but powerful
Ninety One Portfolio Manager Nicolas Jaquier explains how green, social, sustainable and sustainability-linked bonds could spur financing in emerging markets’ sustainable growth and developme...
Asia and energy transition
Capital allocators can’t ignore Asia’s role in new energy solutions. Andrew Keiller, Client Service Director, Baillie Gifford, explores the emerging energy opportunities in Asia.
Baillie Gifford 19th Jan 2023
Why ‘nature positive’ will be as big as net zero
Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, discusses the risk that biodiversity loss poses to investors.
Tax year end planning tools and resources
With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...
Fidelity Adviser Solutions 16th Jan 2023
Baillie Gifford | Sustainable Corporate Bond Investing
Investment managers Torcail Stewart and Lucy Isles discuss the rel...
Baillie Gifford 16th Jan 2023
Why UK equities still offer attractive buying opportunities
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...
Fidelity International 13th Jan 2023
Getting real on sustainability
Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...
Will traditional correlations reassert in 2023?
The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...
Fundamentals: US oil majors finally get serious about clean energy
Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....
The Week: Revisiting unfashionable emerging markets
Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.
Adviser-Hub 12th Jan 2023
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