Germany’s surprising equity market
Capital Group’s Beth Beckett, Economist, looks past the macro gloom.
Capital Group 18th Feb 2025
Are we seeing a generational shift in the global economy?
Right now, it appears there are several transformational changes happening all at once. Capital Group explores how equity markets are responding.
How DeepSeek might dethrone the dollar
Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.
Ninety One 18th Feb 2025
Discovery: our philosophy
Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.
Baillie Gifford 17th Feb 2025
Unconventional research: profile of an investigative researcher
Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive appr...
Pacific Horizon: opportunities in Asia ex Japan
Roddy Snell reflects on the past year and explores future opportunities of the Baillie Gifford Pacific Horizon Investment Trust.
Aberdeen Investments | Why is now a good time to consider MyFolio Index?
Are you an adviser seeking risk-targeted solutions for your clients? Watch and hear about the MyFolio Index.
Aberdeen Investments 17th Feb 2025
Is it (finally) a small caps world after all?
A look at the what, why, how, and when in the US small-cap space and the outlook for the rest of 2025.
Why is now a good time to consider MyFolio Index?
UK real estate market outlook Q1 2025
Real estate fundamentals are supportive in the UK, and we expect income yields and active management to drive returns. Read more about our UK outlook.
European real estate market outlook Q1 2025
We no longer anticipate any further falls in prime European all-property values. We discuss our outlook for European real estate.
North America real estate market outlook Q1 2025
In the US, we are most positive about the multifamily sector, as excess supply should be absorbed by mid-2025. We highlight the key real estate themes in our US outlook.
Asia-Pacific (APAC) real estate market outlook Q1 2025
Within APAC, Japan and Korea are the top-two markets where we have the highest conviction. Read more about our APAC real estate outlook.
Global real estate market outlook Q1 2025
The global economic landscape is unfolding with a mix of robust growth prospects and looming challenges. We discuss what lies ahead for global real estate.
Tariff man strikes back, or the phantom trade war?
Discover our latest thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates and geopolitics?
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