Tariff man strikes back, or the phantom trade war?
Discover our latest thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates and geopolitics?
Aberdeen Investments 17th Feb 2025
DeepSeek and AI: is the arms race over?
Chinese company DeepSeek recently launched its new large language model, creating a seismic shift in the tech world. So, what’s next?
TTFACs for clients over age 75 and taking PCLS
Should you consider applying for a transitional tax-free amount certificate (TTFAC) for a client who is over age 75 and looking to take a Pension Commencement Lump Sum?
Fidelity Adviser Solutions 17th Feb 2025
Baillie Gifford | Scottish Mortgage interviews Blockchain.com’s CEO
Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.
Baillie Gifford 14th Feb 2025
Scottish Mortgage interviews Blockchain.com’s CEO
The Week: is America really so great?
There has been a rose-tinted view of the US economy and stock market. It needs to be challenged.
Adviser-Hub 13th Feb 2025
Outlook 2025: taking the temperature on India
India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? abrdn thinks not.
Aberdeen Investments 13th Feb 2025
AI revolution: behind the 'overnight' success
Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.
Baillie Gifford 13th Feb 2025
Innovation, Italian style
Despite Italy's challenging macroeconomic indicators, such as political instability and low fertility rates, Stewart Investors explains why the country remains a hub of innovation and dynamic b...
FSSA Investment Managers 13th Feb 2025
Positive Change: investor letter Q4 2024
The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences. Capital at risk.
The Investment Podcast: 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 13th Feb 2025
Tackling tariff risks
With US trade tariff-related uncertainty now top-of-mind for investors, Thys Louw and Aurelie Martin present Ninety One’s proprietary framework for assessing sovereign vulnerability and expla...
Ninety One 11th Feb 2025
EM debt: the evolution of an asset
Significant evolution in emerging market debt has resulted in a better quality and highly diverse opportunity set that is ripe with alpha-capture potential, says Ninety One.
Nintendo: an innovative giant
Ninety One's Abrie Pretorius explains why Nintendo's ability to continually innovate has helped build an unmatched portfolio of titles and lock in an army of adoring customers.
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