Scottish Mortgage Portfolio Update Q4 2024
Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...
Baillie Gifford 31st Jan 2025
Model me this: Fidelity’s annual Analyst Survey
Fidelity’s annual Analyst Survey gels the views of more than 100 analysts who cover sectors and companies across the world in detail and in depth.
Fidelity International 30th Jan 2025
AI’s big breakthrough won’t happen this year
Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.
AI revolution: behind the 'overnight' success
Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.
Baillie Gifford 30th Jan 2025
Why growth investing works
Basing asset allocation on the short term won’t help you in the long run. Baillie Gifford explains why.
The Week: the reverberations from DeepSeek
Vulnerabilities in the US technology sector have been revealed by the arrival of a cheaper Chinese AI model.
Adviser-Hub 30th Jan 2025
EM debt: the evolution of an asset class
Emerging market debt has evolved, resulting in a better-quality and highly diverse opportunity set that is ripe with alpha-capture potential. Ninety One tells us more.
Ninety One 30th Jan 2025
Is a ‘comfortable retirement’ affordable?
Do retirees have enough financial resources to last for a lifetime? Fidelity Adviser Solutions’ Paul Squirrell, Head of Retirement and Savings Development, takes a closer look.
Inevitable and investable: five long-term growth drivers
Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.
Bonds of contention: unravelling volatility in UK gilts
Gilts have been in the spotlight as part of the recent global bond selloff, with many market narratives surrounding the latest turmoil. Here, fixed income portfolio manager Shamil Gohil outlines th...
Patience and resilience are key for China’s equity markets in the Year of the Snake
Fidelity China Equity portfolio managers Dale Nicholls and Hyomi Jie share their latest views on the risks and opportunities facing investors in the region.
The return of Donald Trump: start of the deals
Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.
H1 2025 hedge fund outlook
abrdn Investments examines what may be in store for the asset class in the new year, including insights, projections, trends, and implications.
Aberdeen Investments 30th Jan 2025
Diabetes: investing for positive change
Baillie Gifford explains how innovative diabetes solutions are driving global positive change.
Baillie Gifford 28th Jan 2025
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