Growth investing: why the hunt for outliers remains compelling
It’s not about growth or value – it’s about the few companies that drive stock market returns.
Baillie Gifford 18th Nov 2024
Autumn Budget – what it means for your clients and their money
No surprises from Rachel Reeves’s tax-spend-and-borrow Budget, says Fidelity’s Tom Stevenson.
Fidelity International 18th Nov 2024
Autumn Budget key takeaways
Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gain...
Fidelity Adviser Solutions 18th Nov 2024
An expansionary shift for US policy?
Fidelity’s Talib Sheikh shares his take on the US election result, the outlook for asset classes, and how Fidelity’s multi asset income range is positioned, highlighting the increased e...
China macro & policy insights: China stimulus and impact
Fidelity’s locally based team share their perspectives on the impact of China’s recent stimulus measures and their implications for markets.
It’s time to lock in these yields… while you still can
Fidelity’s Ben Deane assesses the credit landscape, highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for invest...
The case for equity market neutral strategies in five charts
Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.
Fidelity International 17th Nov 2024
The Week: trouble ahead for fixed income markets?
Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?
Adviser-Hub 14th Nov 2024
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.<...
Ninety One 14th Nov 2024
Why are enhanced index strategies increasingly popular?
abrdn brings you three key reasons.
Aberdeen Investments 14th Nov 2024
EM equities: five factors point to a rebound
Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.
Scottish Mortgage: Quarterly Data Pack
Access the latest data-led analysis on the Scottish mortgage portfolio, including updates on performance, private companies and recent transactions. Capital at risk.
Baillie Gifford 13th Nov 2024
The emerging market (EM) equity asset class has approached a turning point more than once over recent years.
Ninety One 13th Nov 2024
Interest rate update: What next for interest rates?
Interest rates in the UK and the US were cut in November as expected; nevertheless, recent political developments on both sides of the Atlantic raised some uncertainties about the future path of mo...
Adviser-Hub 12th Nov 2024
Fidelity International | The Investor's Guide to China podcast: Chinese e-commerce goes global
Fidelity explores whether China’s e-commerce companies can replicate their domestic success globally, from Southeast Asia to North America?
Fidelity International 12th Nov 2024
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