Addressing fragmentation and concentration risks with research-powered ETFs
As we witness the fragmentation of the global economic, technological and security orders, Fidelity expects the tangible consequences of deglobalisation to continue to become more evident.
Fidelity International 19th Jun 2025
From an ageing society to a longevity society
Fidelity explains why focus is shifting from mere life expectancy to healthy life expectancy, emphasising prolonged engagement in work, society, and the economy.
Tipping point: a turn in the US dollar cycle and what it means for emerging market debt
For EM debt investors, Ninety One believes a weaker dollar could mark a long-awaited shift from headwind to tailwind.
Ninety One 18th Jun 2025
Why the UK equity market is emerging from the shadows
Ninety One believes a portfolio built on a combination of ‘Quality’ and ‘Value’ can best capture the diverse range of bottom-up investment opportunities the UK offers.
Reframing fixed income: the old rules are no longer fixed
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues bond markets are in a new regime – as a result, asset allocation approaches need a reboot, and portfolio diversification has nev...
Tapping into the global energy transition
Ninety One Portfolio Manager Matt Christ explains how investments in EM private credit offer both compelling return potential and the chance to make a meaningful contribution to global climate goal...
Powering the transition: lessons from Spain’s grid disruption
Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal, and what they reveal about the state of Europe’s energy infrastr...
The Week: The spending review
The Chancellor’s spending review appears to have succeeded in its most important mission – not to spook financial markets – but can it create growth?
Adviser-Hub 12th Jun 2025
RSMR reviews our Equity Enhanced Index Range
Find out in this independent RSMR video.
Aberdeen Investments 12th Jun 2025
Delivering innovative energy solutions for the UKs energy transition
We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.
Why income investing in emerging markets?
Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.
Macro Bytes podcast: So was the trade war all just a fever dream?
In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.
The Monthly Macro Outlook Video - May 2025
How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.
How large are global infrastructure needs?
Both developed and emerging economies need significant infrastructure investments for growth and sustainability. A new model quantifies these needs, emphasizing the necessity of substantial private...
Navigating retirement: combating sequencing risk
Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios.
Baillie Gifford 11th Jun 2025
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