US election: a clear cut result, but what does it mean for the economy?
Philip Saunders, Director of Ninety One’s Investment Institute, reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters....
Ninety One 20th Nov 2024
US election 2024
Ninety One’s Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.
Looking into Alcon
In this short video, Ninety One’s portfolio manager Abrie Pretorius details why Alcon is well placed to benefit from the structural growth opportunity that the industry offers.
Reasons to believe: time for fixed income
As interest rates drop and inflation cools, abrdn assess the most promising segments of the fixed income market.
Aberdeen Investments 20th Nov 2024
Diversified Assets - Rapid-fire Note
Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.
Investing in decarbonisation under Trump 2.0
How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Ninety One’s Deirdre Cooper considers what lies ahead for investors in global decarbonisation.<...
Ninety One 19th Nov 2024
What does a Trump presidency mean for EM equities?
abrdn’s Devan Kaloo looks at how the US presidential election result might impact emerging market equities.
Aberdeen Investments 19th Nov 2024
Growth investing: why the hunt for outliers remains compelling
It’s not about growth or value – it’s about the few companies that drive stock market returns.
Baillie Gifford 18th Nov 2024
Autumn Budget – what it means for your clients and their money
No surprises from Rachel Reeves’s tax-spend-and-borrow Budget, says Fidelity’s Tom Stevenson.
Fidelity International 18th Nov 2024
Autumn Budget key takeaways
Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gain...
Fidelity Adviser Solutions 18th Nov 2024
An expansionary shift for US policy?
Fidelity’s Talib Sheikh shares his take on the US election result, the outlook for asset classes, and how Fidelity’s multi asset income range is positioned, highlighting the increased e...
China macro & policy insights: China stimulus and impact
Fidelity’s locally based team share their perspectives on the impact of China’s recent stimulus measures and their implications for markets.
It’s time to lock in these yields… while you still can
Fidelity’s Ben Deane assesses the credit landscape, highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for invest...
The case for equity market neutral strategies in five charts
Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.
Fidelity International 17th Nov 2024
The Week: trouble ahead for fixed income markets?
Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?
Adviser-Hub 14th Nov 2024
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