Navigating the upcoming Autumn Budget
The Budget is expected to deliver a £30bn fiscal tightening – if implemented, Fidelity fixed income portfolio manager Kris Atkinson believes this could pave the way for earlier rate cut...
Fidelity International 20th Nov 2025
The Week: Nvidia’s results revive markets
Nvidia beat market expectations, but it may galvanise concerns on AI spending.
Adviser-Hub 20th Nov 2025
Market view: Why UK equities are turning heads
Despite UK equities hitting record highs and international interest returning, opportunities remain, Fidelity’s Alex Wright believes the UK remains a compelling destination for investors.
Seeing the big picture: what art can teach us about modern portfolios
Pointillist art offers a compelling insight into building resilient portfolios – where each investment plays a role in shaping the whole. Aberdeen’s Simon Fox explains.
Aberdeen Investments 20th Nov 2025
Why UK equities are turning heads
Alex Wright, portfolio manager of Fidelity Special Values PLC, shares why the UK remains a compelling destination for investors. Despite UK equities hitting record highs and international interest...
Forty years of the Fidelity European Fund
40 years after the Fidelity European Fund was launched, the portfolio managers who steered the fund through the decades reflect on its origins, Europe’s political backdrop, and their perspect...
The Investor’s Guide to Asia: Korean value and a new era of shareholder return
Fidelity’s Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.
Capital Group | Short-term bonds: a low-profile asset class shifts into high gear
Capital Group’s Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand.
Adviser-Hub 19th Nov 2025
Capital Group | India’s strategic autonomy in global markets
Capital Group’s Anirudha Dutta joins host Natalya Zeman to break down the reforms, policies, and global positioning for India.
Capital Group 19th Nov 2025
Capital Group | Uncovering overlooked tech opportunities and the next layer of AI
Veteran Capital Group tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector.
Ahead of the Curve: economic convergence and what it could mean for bond investors
What are fixed income investors to make of the current environment and how should they best position portfolios to capture results? Capital Group’s Flavio Carpenzano and Peter Becker explain....
Made in America is making a comeback
Capital Group identifies three areas that are progressing in the quest to rebuild a long-neglected segment of the domestic economy.
Macro Brief: can Korea follow in Japan’s footsteps to unlock shareholder value?
Korea launched the Corporate Value-Up Program in 2024. After a positive initial impact, market watchers are asking: what comes next? Capital Group’s Chau Nguyen takes a closer look.
Beyond mixed signals – a focus on income
US and EM fundamentals provide a strong foundation for continued high income among many sectors of the bond market, says Capital Group.
Three investment opportunities in a fragmented world
As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing, says Capital Group’s Kohei Higashi.
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