Capital Group | Long-term investing: the value of thinking differently
Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide.
Capital Group 14th Apr 2025
Capital Group | Emerging markets investing: four decades of wisdom
Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn – who helped manage the world's first emerging markets equity fund launched in 1986 – a...
Aberdeen Investments | Mission to Mumbai: on-the-ground investment insights
In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson talks with Investment Director Catriona Macnair about her recent trip to India.
Aberdeen Investments 14th Apr 2025
Emerging markets today: from macro beta to micro alpha
Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...
Ninety One 11th Apr 2025
Hidden GEMS: blurred lines – the EM’ification of DM
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.
EM corporate debt: a compelling and complementary asset class
EM corporate debt can bring distinct benefits to portfolios, making it a valuable addition to US high-yield credit allocations. Ninety One explains.
Why allocate to natural resources equities from a US equity allocation
With inflation proving sticky, and the long-term outlook for commodities supported by resource underinvestment and electrification, Ninety One believes the case for natural resources equities is st...
Quality Income for volatile times
Against a backdrop of increased uncertainty and volatility, investors may benefit from strategies that focus on quality and income factors that have the ability to produce steady and robust returns...
Fidelity International 11th Apr 2025
Rise to the challenge: income in 2025
Do you want income from your capital? How much do you want and what are you prepared to sacrifice for it?
Market view: Trump tariffs roil markets. What’s next?
The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.
Capital Group 10th Apr 2025
The three building blocks of total return
Fidelity’s global equity income team outlines the three fundamental building blocks of dividends, earnings resilience and valuation discipline which form the cornerstone of their equity incom...
Fidelity International 10th Apr 2025
The Week: Trump's next move
Trump could reverse the recent market rout, but shows little inclination to back down.
Adviser-Hub 9th Apr 2025
Global updates: Tariffs – the most beautiful word?
The trade wars waged by US President Donald Trump continued in March amid fresh announcements of levies on imports including cars and car parts, and steel and aluminium. President Trump warned of s...
Market briefings looking back at March
A selection of articles, written by our expert investment writers that cover the markets looking back through March.
UK market review: “Double whammy”
UK share prices fell during March as investors became increasingly jittery about the prospect of a global trade war ahead of an expected swathe of worldwide US trade tariffs scheduled to take place...
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