Beyond the headlines: uncovering opportunities in emerging markets
Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.
Ninety One 14th Jan 2025
Build defences and diversify your income sources
Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer … investors seeking steady income and portfolio resilience shou...
Opportunities at a low point in the sentiment cycle
Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of r...
A building global recovery
Ninety One’s Philip Saunders and Sahil Mahtani explore where the smart capital will be heading in 2025 – and where the pitfalls lie.
Reflections on the Autumn Budget 2024
Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.
Fidelity Adviser Solutions 13th Jan 2025
The Week: what does the latest fund flow data tell us about the year ahead?
Amid a slew of outlooks and predictions, what does the latest Calastone data reveal about sentiment at the start of 2025?
Adviser-Hub 9th Jan 2025
Global updates: Markets brace for Trump’s second term
Although the Dow Jones Industrial Average Index fell by 5.3% in December, dampened by uncertainty over the pace of future rate cuts, it rose by 12.9% over 2024.
UK market review: UK markets end 2024 in the black … but risks remain
The FTSE 100 Index ended 2024 in positive territory, rising by 5.7% over the year to notch up a fourth consecutive year of positive gains. However, the blue-chip index fell by 1.4% over December. Adviser-Hub 9th Jan 2025
The FTSE 100 Index ended 2024 in positive territory, rising by 5.7% over the year to notch up a fourth consecutive year of positive gains. However, the blue-chip index fell by 1.4% over December.
Market briefings looking back at December
A selection of articles, written by our expert investment writers that cover the markets looking back through December.
abrdn Investments | Down in Mexico?
In this episode of abrdn’s Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.
Aberdeen Investments 9th Jan 2025
Hidden GEMs: how to stop worrying and learn to live with (if not love) tariffs
Ninety One’s Alan Siow, Co-Head of Emerging Market Corporate Debt, explains why a new US tariff regime, while potentially creating some turbulence, need not be the existential threat that som...
Ninety One 7th Jan 2025
Delivering fashionable returns
Anna Farmbrough explains why Ninety One’s Quality team believes that Next, with its market-leading online platform and innovative approach to growth, is well placed to deliver sustained growt...
The third lever
Monetary, fiscal, migration: Ninety One explores how the US recession was averted in 2022-2023.
Five reasons to allocate to natural resources equities (it’s not just about inflation!)
Ninety One sees five compelling reasons for investors to revisit natural resources equities.
Hub Themes | 2025 Outlook
As we say goodbye to 2024 and head into 2025, Hub Themes – a curated selection of articles from our sponsors – takes a look at some of the key questions, themes and trends that are set...
Adviser-Hub 7th Jan 2025
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