The current opportunity in European equities
Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Desp...
Fidelity International 27th Feb 2025
The importance of stewardship when selecting companies
Stewart Investors believes the quality of people behind a business has the greatest bearing on its long-term success or failure. Read examples of their portfolio holdings across a range of ownershi...
FSSA Investment Managers 25th Feb 2025
Hidden GEMs: Argentina’s remarkable turnaround
Ninety One’s Christine Reed, Emerging Market Fixed Income Portfolio Manager, charts Argentina’s remarkable turnaround story and considers the broader lessons for emerging market debt in...
Ninety One 25th Feb 2025
Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered
In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...
Baillie Gifford 25th Feb 2025
Scottish Mortgage Investor Webinar: Your Questions Answered
UFPLS withdrawals and the annual allowance tax charge
Paul Squirrell, Fidelity Adviser Solutions’ pension expert, answers a question raised via the Pension Forum.
Fidelity Adviser Solutions 24th Feb 2025
Positive Conversations
Explore the Baillie Gifford’s Positive Change Team’s latest environmental, social and governance (ESG) report and find out why interactions with companies make a difference. Capital at...
Baillie Gifford 24th Feb 2025
Ninety One | Talking Tariffs
With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...
Ninety One 20th Feb 2025
Ninety One | How DeepSeek might dethrone the dollar
Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.
Fidelity International | Why research gives you an edge
What do thousands of company meetings tell investors about the state of the world in 2025? Fidelity International’s annual Analyst Survey answers this question and more.
Fidelity International 20th Feb 2025
The Week: the UK: any catalyst for a revival?
It’s been a big week of data for the UK economy. Does it move the dial on UK equities?
Adviser-Hub 19th Feb 2025
Enhancing portfolio resilience with diversifying liquid alternatives
The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...
Fidelity International 18th Feb 2025
Bank of England Blog: disagreement and agreement
Fidelity fixed income portfolio manager Kris Atkinson outlines his latest views on interest rate risk from here and highlights why he still remains long UK duration.
Weak UK outlook calls for nuanced approach
Multi Asset Open portfolio managers Caroline Shaw and Chris Forgan discuss why the weak growth outlook for the UK requires a more nuanced investment approach. They share how they are taking the bes...
Assessing the impact of US tariffs
What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.
Capital Group 18th Feb 2025
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