Three questions to ask your growth manager
Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.
Baillie Gifford 18th Dec 2024
Mixed picture facing global fixed income investors
Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they are looking to position the portfolios against an evolv...
Fidelity International 17th Dec 2024
Where next for Digital Assets and bitcoin in 2025?
Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed the latest developments in the digital asset landscape with esteemed guest speaker, Martha Reyes, Research Ana...
Opportunities in US mid-cap equities in ‘America-first’ environment
Fidelity Global Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw share their outlook for 2025 and provide an insight into how they are looking to position the portfolios aga...
All-in yields remain attractive in sterling corporate bond markets
Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an...
The Baillie Gifford Japan Trust: Manager Insights
Investment manager Matthew Brett explores the trust's performance, strategic shifts towards sustainable growth, and the exciting potential of Japanese technological advancements and AI.
Baillie Gifford 17th Dec 2024
The great US infrastructure rebuild
Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.
Companies in Europe still offer compelling opportunities
Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...
Fidelity International | Is it contrarian to be a UK equities investor?
Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...
Fidelity International 16th Dec 2024
EMD: A credible long-term asset allocation candidate
Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.
Capital Group 16th Dec 2024
The Week: emerging markets in the year ahead
Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.
Adviser-Hub 12th Dec 2024
Global updates: Return of the tariff man
Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.
Adviser-Hub 11th Dec 2024
UK market review: Politics in focus
Politics – including the US election and the ongoing fallout from October’s Budget – absorbed much of the limelight in the UK during November. The Bank of England warned of mounti...
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
Beyond Silicon Valley: the US’s other innovation hubs
The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...
Baillie Gifford 11th Dec 2024
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