Made in America is making a comeback
Capital Group identifies three areas that are progressing in the quest to rebuild a long-neglected segment of the domestic economy.
Capital Group 19th Nov 2025
Macro Brief: can Korea follow in Japan’s footsteps to unlock shareholder value?
Korea launched the Corporate Value-Up Program in 2024. After a positive initial impact, market watchers are asking: what comes next? Capital Group’s Chau Nguyen takes a closer look.
Beyond mixed signals – a focus on income
US and EM fundamentals provide a strong foundation for continued high income among many sectors of the bond market, says Capital Group.
Three investment opportunities in a fragmented world
As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing, says Capital Group’s Kohei Higashi.
America First policies: what are the global implications?
As the US continues to pursue its America First policies, the rest of the world is adapting to new opportunities and challenges. Navigating this environment will require nimble, flexible and more a...
How much could AI drive future productivity?
AI is emerging as a transformative force, but its impact will vary across regions and sectors. Capital Group believes its strategic adoption and integration will determine the countries and industr...
Baillie Gifford | Upfront: small caps, bubbles and tech giants
Baillie Gifford’s Bill Chater outlines the search for the world’s best small caps, while client manager Megan Rooney gives her take on AI bubble headlines.
Baillie Gifford 18th Nov 2025
Fidelity International | Market Minutes: Emerging Strong
This month, Fidelity portfolio manager Chris Forgan turns the spotlight on emerging markets – where lower valuations, a softer US dollar, and policy flexibility are creating a compelling back...
Fidelity International 17th Nov 2025
Exploring the psychology of retirement
Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirem...
Fidelity Adviser Solutions 17th Nov 2025
BYD’s Right to Win
From battery maker to China's top carmaker, BYD is now expanding globally. With technological leadership, tight cost control and a founder-led vision, the company looks set to reshape the elect...
Baillie Gifford 14th Nov 2025
Tom Slater: Manager Review
Scottish Mortgage manager Tom Slater reflects on a year of operational progress amid market volatility, explaining why the trust reduced its NVIDIA stake, how resilience has become central to portf...
The Week: Global dividends power ahead
Investors can take reassurance from the strength of global dividends, with the UK a notable outlier.
Adviser-Hub 13th Nov 2025
Japan’s capital revolution: a new era for active investors
Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?
Aberdeen Investments 13th Nov 2025
The great rebalancing
Ninety One explores a new cycle reshaping global equity leadership.
Ninety One 13th Nov 2025
Investing for positive change
Baillie Gifford’s Nduka Amadi explores how rare disease innovations are reshaping global health, offering new treatments and long-term value creation. Capital at risk.
Baillie Gifford 13th Nov 2025
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