Why the UK market is well-positioned to withstand the US tariff storm
Fidelity’s Alex Wright highlights why the UK market – with its low valuations, strong earnings growth and high dividends – remains an attractive environment for contrarian stock p...
Fidelity International 12th May 2025
Why active ETFs remain a liquid choice
Fidelity’s ETF team examine the factors behind active ETF liquidity and discuss why composition is an important factor to consider.
Scottish Mortgage: Quarterly Data Pack Q1 2025
From Revolut and BYD to NVIDIA and Amazon, find out which companies were bought, sold and reduced over the last 12 months in the Scottish Mortgage Investment Trust portfolio.
Baillie Gifford 12th May 2025
How companies in China and America are responding to the trade shake-up
Fidelity International analysts who cover companies in China and America, the two protagonists in the nascent trade war, share their views.
Balancing resilience and opportunity in the tech sector
As the tech sector grapples with significant challenges and uncertainty weighs on investor sentiment, Fidelity’s Hyun Ho Sohn believes understanding the adaptability of quality businesses is...
Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets
As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.
Capital Group | Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess th...
Capital Group 9th May 2025
Fast fashion: investing for positive change
Baillie Gifford’s Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashion’s environmental impact. Capital at risk.
Baillie Gifford 9th May 2025
Global updates: ‘Liberation Day’
April began with a bang with ‘Liberation Day’ – US President Donald Trump’s plan to ‘liberate’ the US from the perceived unfairness of trading arrangements with...
Adviser-Hub 9th May 2025
UK market review: Tariff turmoil
President Donald Trump’s announcements on trade tariffs absorbed the limelight during April and, in common with the rest of the world, UK markets were volatile, fluctuating in response to dai...
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
The Week: A big week for central banks
The tariff regime will have prompted plenty of head-scratching ahead of the interest rate decisions this week.
Adviser-Hub 8th May 2025
Know where your towel is
Baillie Gifford’s Long Term Global Growth team explains why investors should avoid the temptation to throw in the towel during market turmoil.
Baillie Gifford 8th May 2025
Interest rate update: UK rates fall, but global risks increase
Slower inflation helped to drive the Monetary Policy Committee’s decision to cut UK interest rates by 25 basis points at its May meeting.
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