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 14th Nov 2024
Why are enhanced index strategies increasingly popular?
abrdn brings you three key reasons.
Aberdeen Investments 14th Nov 2024
EM equities: five factors point to a rebound
Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.
Scottish Mortgage: Quarterly Data Pack
Access the latest data-led analysis on the Scottish mortgage portfolio, including updates on performance, private companies and recent transactions. Capital at risk.
Baillie Gifford 13th Nov 2024
The emerging market (EM) equity asset class has approached a turning point more than once over recent years.
Ninety One 13th Nov 2024
Interest rate update: What next for interest rates?
Interest rates in the UK and the US were cut in November as expected; nevertheless, recent political developments on both sides of the Atlantic raised some uncertainties about the future path of mo...
Adviser-Hub 12th Nov 2024
Fidelity International | The Investor's Guide to China podcast: Chinese e-commerce goes global
Fidelity explores whether China’s e-commerce companies can replicate their domestic success globally, from Southeast Asia to North America?
Fidelity International 12th Nov 2024
Quick take: impact of US election results on emerging markets
In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...
Capital Group 12th Nov 2024
Ahead of the Curve: what US resilience means for bond investors
Capital Group’s latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.
Trump’s victory signals major policy shifts ahead
Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs, may come faster than expected — potentially in the early months of 2025, says Capital Group.
Have investors missed the rally in stocks and bonds?
As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal.
Global updates: A choppy month for markets
Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...
Adviser-Hub 8th Nov 2024
UK market review: All eyes on Reeves’ first Budget
In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves unveiled what the Office for Budget Responsibility described as “a large, sustained increase in spending,...
Market briefings looking back at October
A selection of articles, written by our expert investment writers that cover the markets looking back through October.
The Week: bond market wobbles as Trump wins
Longer-dated treasuries signalled nervousness around Trump’s victory.
Adviser-Hub 7th Nov 2024
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