Outlook for global mid-caps looks positive
Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...
Fidelity International 5th Dec 2024
The year of the ballot
FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha, says Ninety One.
Ninety One 5th Dec 2024
Trump: it may be possible to achieve higher tariffs and a weaker US dollar
Ninety One’s Iain Cunningham examines how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system. <...
Balancing the promise and perils of AI
Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.
A tale of two COPs (and why, despite the negative noise, they do matter)
abrdn looks at what the latest COP developments mean for investors.
Aberdeen Investments 4th Dec 2024
Infrastructure debt – a catalyst for net zero in the UK and Europe
abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?
abrdn publishes Fixed Income Engagement Roadmap
abrdn addresses the gap in active ownership within the US$141 trillion global bond market by publishing its Fixed Income Engagement Roadmap, aiming to enhance bondholder stewardship practices.
Sustainability Inspires: how abrdn uses voting to make business better
How does voting help drive positive change and improve the performance of clients' investments?
The Week: better times ahead for UK gilts?
In a tough year for government bonds, gilts have been particularly weak. Could they revive in 2025?
Adviser-Hub 4th Dec 2024
Why not just invest in the index?
Partner Stuart Dunbar explores why, as an active manager, Baillie Gifford can add value beyond investing in an index over the long term.
Baillie Gifford 3rd Dec 2024
The age wave: investing in the needs of an ageing society
Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.
Emerging markets: rethinking the opportunity
Baillie Gifford explains why it’s time to rethink opportunities in emerging markets.
Private companies: investing in trailblazers
The three Rs – relationship, reputation and research – are key to private company investing.
COP29: insights from Fidelity’s investment team
Members of Fidelity’s investment team look at the potential outcomes from COP29 and assess the investment implications
Fidelity International 3rd Dec 2024
How Fidelity’s new sustainable high yield ETFs optimise multifactor exposures
Benefitting from higher risk-adjusted return potential while also paving a clearer climate pathway.
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