Baillie Gifford | Baillie Gifford Managed Fund Q2 investment update
Investment manager Iain McCombie reflects on recent performance, portfolio changes and market developments. Capital at risk.
Baillie Gifford 7th Aug 2025
Baillie Gifford Managed Fund Q2 investment update
Interest rate update: Circling hawks
The Bank of England (BoE) cut its key base rate by 25 basis points to 4% in August – its lowest level since February 2023. This was the third rate reduction of 2025, following cuts of 25 basi...
Adviser-Hub 7th Aug 2025
A diversifier for all environments
Fidelity’s approach to absolute return investing across global equity markets seeks to deliver attractive portfolio outcomes across all market conditions.
Fidelity International 6th Aug 2025
Fidelity International survey highlights investor resilience despite uncertainty
Market disruptions bring higher potential for volatility, but also opportunities, and investors are best placed to stay focused on the long term.
The current opportunity in Asian small and mid-caps
Himalee Bahl, Investment Director of Fidelity Asian Values PLC, reviews the fundamental backdrop facing investors in Asia and why the Trust can continue to reward investors.
Why UK equities still offer value
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, outlines why he remains optimistic about the prospects of the UK market.
Time to shine for emerging markets?
Fidelity portfolio manager Chris Tennant outlines why now is the time for investors to revisit an asset class that has long been out of favour: emerging market equities.
An investment toolkit for a more fragmented world
Introducing Fidelity’s Kaleidoscope, which investigates some of the key opportunities and risks facing investors in today’s era of increased geoeconomic fragmentation.
Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2025
Investment Specialist Chloé Darling-Stewart shares recent discussions with company founders, highlights the portfolio holdings showing resilience in challenging times, and comments on the la...
Baillie Gifford 6th Aug 2025
Scottish Mortgage Portfolio Update Q2 2025
Decumulation decoded: how pension reform is reshaping retirement income
As new FCA regulations and the Pension Schemes Bill introduce 'guided retirement' pathways, Steven Hay explores how evolving regulatory boundaries are reshaping retirement income planning a...
Baillie Gifford 5th Aug 2025
Capital Group | Don’t overlearn lessons: staying nimble in turbulent markets
Capital Group portfolio manager Julian Abdey sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and his...
Capital Group 5th Aug 2025
Capital Group | Is the trade war killing globalisation?
The US-led trade war may change globalisation in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience....
Capital Group | Exploring Latin America: seeking innovators in Brazil – Part 2
In the second part of Capital Group’s focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil.
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