The Week: Europe’s crossroads
Europe has become the default market for capital moving out of the US – can it rise to the challenge?
Adviser-Hub 5th Jun 2025
Hidden GEMs: debunking five emerging market myths
Drawing on deep experience, Ninety One’s EM experts tackle five persistent myths about emerging markets and advocate a recalibration of perspectives.
Ninety One 3rd Jun 2025
Modernising defence: unlearning everything
Ninety One’s Ellie Clapton and Jason Borbora-Sheen unpack why the 60/40 playbook is under pressure, and how to modernise defence for a more volatile world.
The great market shift – how market dislocation benefits active investors
This isn’t just another market cycle – it’s a structural shake-up. Ninety One’s Clyde Rossouw explores how an active strategy, built on quality, can weather disruption and u...
Gutenberg to GPT: AI as the next frontier in asset management
AI is reshaping financial services. In this keynote delivered at the PSG conference, Khadeeja Bassier, COO at Ninety One, explores how tools like ChatGPT and Claude enhance research, storytelling,...
Delivering innovative energy solutions for the UK’s energy transition
Aberdeen explores the Deeside Anaerobic Digestion Project's role in the UK's energy transition and decarbonisation efforts.
Aberdeen Investments 3rd Jun 2025
Breakfast briefing: Emerging market equities - a world of investment opportunities
Has the advent of Trumpolitics killed any hope for emerging market resurgence? Sign up to find out.
What next for tech investors?
Fidelity’s Global Technology portfolio manager Hyun Ho Sohn discusses how staying disciplined and not getting carried along by momentum has helped navigate a challenging period for tech inves...
Fidelity International 2nd Jun 2025
Fidelity Answers: US or Europe – where should you invest now?
Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even...
Strat chat: Deglobalisation and tariffs are transforming US dollar dynamics
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. While t...
Tackling retirement income challenges and finding opportunities
We ask Laura Whetstone, Director at Lathe & Co Wealth Advisers, about the challenges financial planners and their clients have when approaching retirement, including cashflow reporting and the...
The Week: The wobbling UK bond market
Gilts are in a vulnerable spot, with consequences for government borrowing and spending.
Adviser-Hub 29th May 2025
From the sidelines to the playing field
Fidelity explains the role of cash amid heightened market uncertainty.
Fidelity International 29th May 2025
Why income investing in emerging markets?
Most often associated with growth investing, Aberdeen explores how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.
Aberdeen Investments 29th May 2025
New catalysts spur global stocks
For the first time in many years, the picture is brightening for non-US stocks, and there are new catalysts accelerating change. Capital Group explains.
Capital Group 29th May 2025
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