Rob Lovelace on what could drive markets in 2025
As we enter the mid-point of the decade, Capital Group’s Rob Lovelace shares his equity market outlook and the investment themes driving his portfolio decisions.
Capital Group 5th Feb 2025
2025 and beyond: key industry and market trends
Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...
Diabetes: investing for positive change
Baillie Gifford’s Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.
Baillie Gifford 4th Feb 2025
Tax planning considerations – webinar replay
Fidelity Adviser Solutions' panel considers all the implications for retirement and tax planning.
Fidelity Adviser Solutions 3rd Feb 2025
Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2024
Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...
Baillie Gifford 31st Jan 2025
Scottish Mortgage Portfolio Update Q4 2024
Model me this: Fidelity’s annual Analyst Survey
Fidelity’s annual Analyst Survey gels the views of more than 100 analysts who cover sectors and companies across the world in detail and in depth.
Fidelity International 30th Jan 2025
AI’s big breakthrough won’t happen this year
Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.
AI revolution: behind the 'overnight' success
Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.
Baillie Gifford 30th Jan 2025
Why growth investing works
Basing asset allocation on the short term won’t help you in the long run. Baillie Gifford explains why.
The Week: the reverberations from DeepSeek
Vulnerabilities in the US technology sector have been revealed by the arrival of a cheaper Chinese AI model.
Adviser-Hub 30th Jan 2025
EM debt: the evolution of an asset class
Emerging market debt has evolved, resulting in a better-quality and highly diverse opportunity set that is ripe with alpha-capture potential. Ninety One tells us more.
Ninety One 30th Jan 2025
Is a ‘comfortable retirement’ affordable?
Do retirees have enough financial resources to last for a lifetime? Fidelity Adviser Solutions’ Paul Squirrell, Head of Retirement and Savings Development, takes a closer look.
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