The current opportunity in Asian small and mid-caps
Himalee Bahl, Investment Director of Fidelity Asian Values PLC, reviews the fundamental backdrop facing investors in Asia and why the Trust can continue to reward investors.
Fidelity International 6th Aug 2025
Why UK equities still offer value
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, outlines why he remains optimistic about the prospects of the UK market.
Time to shine for emerging markets?
Fidelity portfolio manager Chris Tennant outlines why now is the time for investors to revisit an asset class that has long been out of favour: emerging market equities.
An investment toolkit for a more fragmented world
Introducing Fidelity’s Kaleidoscope, which investigates some of the key opportunities and risks facing investors in today’s era of increased geoeconomic fragmentation.
Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2025
Investment Specialist Chloé Darling-Stewart shares recent discussions with company founders, highlights the portfolio holdings showing resilience in challenging times, and comments on the la...
Baillie Gifford 6th Aug 2025
Scottish Mortgage Portfolio Update Q2 2025
Decumulation decoded: how pension reform is reshaping retirement income
As new FCA regulations and the Pension Schemes Bill introduce 'guided retirement' pathways, Steven Hay explores how evolving regulatory boundaries are reshaping retirement income planning a...
Baillie Gifford 5th Aug 2025
Capital Group | Don’t overlearn lessons: staying nimble in turbulent markets
Capital Group portfolio manager Julian Abdey sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and his...
Capital Group 5th Aug 2025
Capital Group | Is the trade war killing globalisation?
The US-led trade war may change globalisation in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience....
Capital Group | Exploring Latin America: seeking innovators in Brazil – Part 2
In the second part of Capital Group’s focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil.
Tariff clarity for Japan but political uncertainty remains
With tariffs lowered and inflation easing, conditions look more favourable for sustained reflation; however, political instability and possible reversals on immigration are fresh long-term risks. Capital Group 5th Aug 2025
With tariffs lowered and inflation easing, conditions look more favourable for sustained reflation; however, political instability and possible reversals on immigration are fresh long-term risks.
The future of nuclear energy: fact, fiction and fission
Capital Group offers four insights to help investors navigate the evolving landscape around nuclear energy and explore investment opportunities.
“US(D) exceptionalism” is not going away
Although equity investors have been adjusting their regional allocations away from the US dollar in recent months, Capital Group sees little sign of this happening in bond markets.
Why security is a durable investment theme
Capital Group outlines three ways they believe a global focus on security will boost growth for well-positioned companies and drive investment opportunities in the coming years.
A diversifier for all environments
Fidelity’s approach to absolute return investing across global equity markets seeks to deliver attractive portfolio outcomes across all market conditions.
Fidelity International 31st Jul 2025
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