Monks’ musings: sweeter coffee and building scale
Backing the Dutch Bros coffee chain, and Builders FirstSource’s push into higher-margin goods.
Baillie Gifford 17th Jan 2025
Finding opportunities in China amid volatility
Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro...
Fidelity International 17th Jan 2025
The Week: the crisis that wasn’t: UK gilts
Economists were quick to create a crisis out of a temporary rise in bond yields.
Adviser-Hub 16th Jan 2025
Market view: Duration’s comeback: a better friend for income and credit
Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.
Capital Group 16th Jan 2025
Global Listed Infrastructure 2025 outlook
First Sentier Investors believes that global listed infrastructure is well placed to deliver strong returns in 2025.
FSSA Investment Managers 16th Jan 2025
abrdn Investments | abrdn bitesize - Small caps: too big to ignore
Kirsty Desson talks about the abrdn Global Smaller Companies Fund and why investors should look at small caps.
Aberdeen Investments 15th Jan 2025
abrdn Investments | abrdn bitesize - Fixed income: embracing volatility
Luke Hickmore talks fixed income markets, interest rates and how we will position the abrdn Strategic Bond Fund.
Quality earnings are more predictable than the market
Ninety One’s Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.
Ninety One 14th Jan 2025
Beyond the headlines: uncovering opportunities in emerging markets
Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.
Build defences and diversify your income sources
Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer … investors seeking steady income and portfolio resilience shou...
Opportunities at a low point in the sentiment cycle
Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of r...
A building global recovery
Ninety One’s Philip Saunders and Sahil Mahtani explore where the smart capital will be heading in 2025 – and where the pitfalls lie.
Reflections on the Autumn Budget 2024
Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.
Fidelity Adviser Solutions 13th Jan 2025
The Week: what does the latest fund flow data tell us about the year ahead?
Amid a slew of outlooks and predictions, what does the latest Calastone data reveal about sentiment at the start of 2025?
Adviser-Hub 9th Jan 2025
Global updates: Markets brace for Trump’s second term
Although the Dow Jones Industrial Average Index fell by 5.3% in December, dampened by uncertainty over the pace of future rate cuts, it rose by 12.9% over 2024.
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