Adviser firms position themselves for growth
Paul Richards discusses some of the key findings and shares his thoughts on why advice firms are feeling more bullish about their prospects now, than at any time since the research began in 2020.&n...
Fidelity Adviser Solutions 25th Nov 2024
The Week: smaller companies
Smaller companies and Labour’s new broom.
Adviser-Hub 21st Nov 2024
US elections: the European impact
Trump’s mercantilism could spell instability, says Capital Group.
Capital Group 21st Nov 2024
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.
Ninety One 21st Nov 2024
Market view: Navigating bond markets in a volatile post-election market
Fidelity’s Kris Atkinson offers his latest views on interest rates and credit, and why he continues to play for lower yields and steeper curves while de-risking the credit side of portfolios....
Fidelity International 21st Nov 2024
Scottish Mortgage: manager review
Manager Tom Slater shares highlights, challenges, and explains how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead. Capital at risk.
Baillie Gifford 21st Nov 2024
China: recovery or relapse?
The rollout of China’s most substantial stimulus package in years raises the question: should investors reassess their stance on China? Ninety One investigates.
Ninety One 20th Nov 2024
Quality: an evolution of positioning, but not principles
Clyde Rossouw explains why the inherent adaptability of his team’s Quality approach has enabled the constituents of Global Franchise to evolve over time, without compromising their purist qua...
US election: a clear cut result, but what does it mean for the economy?
Philip Saunders, Director of Ninety One’s Investment Institute, reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters....
US election 2024
Ninety One’s Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.
Looking into Alcon
In this short video, Ninety One’s portfolio manager Abrie Pretorius details why Alcon is well placed to benefit from the structural growth opportunity that the industry offers.
Reasons to believe: time for fixed income
As interest rates drop and inflation cools, abrdn assess the most promising segments of the fixed income market.
Aberdeen Investments 20th Nov 2024
Diversified Assets - Rapid-fire Note
Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.
Investing in decarbonisation under Trump 2.0
How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Ninety One’s Deirdre Cooper considers what lies ahead for investors in global decarbonisation.<...
Ninety One 19th Nov 2024
What does a Trump presidency mean for EM equities?
abrdn’s Devan Kaloo looks at how the US presidential election result might impact emerging market equities.
Aberdeen Investments 19th Nov 2024
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