The case for quality in Europe
As the case for European equities gains wider recognition, Fidelity portfolio managers Fred Sykes and Marcel Stotzel explore the compelling opportunity for investing in world-class quality companie...
Fidelity International 21st Jul 2025
Upfront: Private companies, China and Scottish Mortgage
Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...
Baillie Gifford 21st Jul 2025
UK real estate market outlook Q3 2025
Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.
Aberdeen Investments 21st Jul 2025
AI vs the AI Expert: A conversation about the future of investing
Can AI replace fund managers? Discover how artificial intelligence could transform investing – and what a leading researcher says about its promise, pitfalls and future.
Positive Change Impact Report
Baillie Gifford’s annual Impact Report evidences how the companies they invest in are contributing solutions to big global challenges.
Baillie Gifford 17th Jul 2025
The Week: Trump always chickens out – or does he?
Markets have shrugged off another round of tariff talk from the White House, but are they being too optimistic?
Adviser-Hub 17th Jul 2025
The energy transition is on – just not how we expected
The energy transition hasn’t reversed; it’s just taking a different path to the one we expected, says Ninety One. Developed markets are going more slowly, but emerging markets are surpr...
Ninety One 17th Jul 2025
Net-zero investing: searching for returns and real-world change
Ninety One’s paper sets out how to evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clie...
Celebrating three years of MyFolio Enhanced ESG Index
Aberdeen’s innovative range has passed a key milestone. What explains its popularity with clients?
Aberdeen Investments 17th Jul 2025
A deep pool of undervalued opportunity
After ‘Liberation Day’, Ninety One wanted to build a clear picture of how companies are experiencing business on the ground and visited several over Q2. They liked a lot of what they sa...
Ninety One 16th Jul 2025
The unstoppable dollar meets the immovable Mr Trump
Dollar cycles are longer than others because four self-reinforcing forces create inertia and rarely reverse unless all four turn simultaneously. Ninety One believes Trump-era policies, fiscal strai...
The end of the easy trade
For years, capital has gravitated to the US – but the next cycle is unlikely to resemble the last, and Ninety One believes the investment map is beginning to redraw itself.
Oil looks fragile, natural gas more buoyant
A visit to US energy companies reveals a cautious mood among oil executives. But the outlook for gas is more bullish.
Tariff resilience: what makes some companies stand strong?
Capital Group highlights some characteristics of companies that could be well positioned to weather the shifting tides of trade policy.
Capital Group 15th Jul 2025
‘Everything Everywhere All at Once’: 2025 mid-year outlook report
Staggering changes over the first half of 2025 have translated into high levels of market volatility – and, according to Capital Group veteran Jody Jonsson, we are living in very interesting...
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