Baillie Gifford CEO on why being different pays off
Discover how long-termism, optimism, and deep research guide Baillie Gifford’s investment decisions, regardless of companies’ stock market index weightings. Capital at risk.
Baillie Gifford 22nd Sep 2025
Strat chat: US inflation could jolt markets out of their stupor
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. &...
Fidelity International 22nd Sep 2025
UK equities: a hunting ground for contrarian value investors
Alex Wright and Jonathan Winton, portfolio managers of the Fidelity Special Situations Fund and Special Values PLC, explore why – despite delivering strong performance this year – the U...
The Investor’s Guide to Asia: A new dawn for Asia high yield
In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Tae Ho Ryu and Terence Pang discuss how a small asset class in the fixed income universe has staged a return...
Why Fidelity remains positive about Europe’s outlook
Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Fund and Fidelity European Trust PLC, outlines why quality businesses backed by strong balance sheets and dividend growth potentia...
Interest rate update: The Fed finally cuts
As expected, the Federal Reserve cut US interest rates by 25 basis points to a range of 4% to 4.25% at the Federal Open Market Committee’s September meeting.
Adviser-Hub 19th Sep 2025
Fixed and flexed
In this monthly video series, Fidelity's Multi Asset team dissect what's changed in markets, what's new and what they're keeping an eye on. This month, portfolio manager Chris Forga...
Fidelity International 18th Sep 2025
The Week: The Fed rate cut finally arrives
The US central bank has finally cut rates, but will it be enough for markets?
Adviser-Hub 18th Sep 2025
Guess who’s beating the Magnificent Seven?
If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.
Capital Group 18th Sep 2025
The age of resilience: outperformers must first be survivors
Scottish Mortgage’s Tom Slater on the lesson from turbulent times.
Baillie Gifford 18th Sep 2025
The power of purpose: investing in problem-solvers
Baillie Gifford explains why firms with a passion to improve customers’ lives do better.
How MyFolio can help your clients invest with an ESG focus
Aberdeen’s MyFolio Enhanced ESG ranges are designed as a simple, cost-effective way to invest responsibly.
Aberdeen Investments 18th Sep 2025
Why the choice of carbon metrics matters
Climate ambition is growing, but Aberdeen Investments believes that navigating carbon metrics is the real challenge for investors.
EMLC debt: why now is a good time to add
Baillie Gifford investment manager Sally Greig explains how emerging market local currency bonds offer high income potential combined with strong fundamentals relative to their developed market cou...
Baillie Gifford 17th Sep 2025
Hidden GEMs: how emerging markets are rewriting the volatility playbook
Ninety One Emerging market equities portfolio managers Archie Hart and Varun Laijawalla argue that stronger fundamentals, pragmatic policy, and resilient performance are reshaping investor percepti...
Ninety One 17th Sep 2025
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