Beyond the numbers: in conversation with Fidelity’s Tom Record
In an environment of abundant data and widely available information, what can investors still learn from meeting companies in person?
Fidelity International 3rd Aug 2026
Finding quality in emerging markets
Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...
Valuation discipline in the age of AI
Alex Wright, Portfolio Manager of Fidelity Special Situations and Special Values, discusses where he continues to find opportunities across the UK market.
The AI trade: adoption is accelerating
Fidelity’s latest Analyst Survey, a visit to Silicon Valley, and research from the multi-asset and macro teams offer signs of ‘where next’ for the AI revolution.
Quality as a source of resilience for small and mid-cap investing
Maroun Younes, Co-Portfolio Manager of Fidelity’s Global Future Leaders strategy, examines the factors driving current market performance, and highlights the role that quality companies can p...
The Week: A volatile week for the technology sector
There have been dramatic sell-offs in the technology sector as investors have started to fret about the durability of AI spending.
Adviser-Hub 30th Jul 2026
Market view: Finding quality in emerging markets
Fidelity International 30th Jul 2026
Fidelity International | Field Notes: Can a Swiss small cap become a tourism powerhouse?
Sometimes you have to go to the mountain to get the answers you need.
Fidelity International 27th Jul 2026
Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2026
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
Baillie Gifford 27th Jul 2026
Scottish Mortgage Portfolio Update Q2 2026
Capital Group | Follow the research, not the crowd
After more than 30 years as a fixed income portfolio manager, Capital Group’s David Hoag has learned to trust the experts and not “invent your own wheel.”
Capital Group 27th Jul 2026
Capital Group | 2026 midyear outlook
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Capital Group’s Martin Jacobs and Chitrang Purani explore what’s driving markets today...
Fixed income perspectives
Capital Group’s latest bond markets insights outline current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors' bond ex...
Four charts that expose market concentration risk
Capital Group’s charts help put today’s market concentration in perspective and underscore the need for greater diversification.
Positioning portfolios for the next world order
The most recent transition is showing up in three important ways – Capital Group tells us more.
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