Tipping point: a turn in the US dollar cycle and what it means for emerging market debt
For EM debt investors, Ninety One believes a weaker dollar could mark a long-awaited shift from headwind to tailwind.
Ninety One 18th Jun 2025
Why the UK equity market is emerging from the shadows
Ninety One believes a portfolio built on a combination of ‘Quality’ and ‘Value’ can best capture the diverse range of bottom-up investment opportunities the UK offers.
Reframing fixed income: the old rules are no longer fixed
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues bond markets are in a new regime – as a result, asset allocation approaches need a reboot, and portfolio diversification has nev...
Tapping into the global energy transition
Ninety One Portfolio Manager Matt Christ explains how investments in EM private credit offer both compelling return potential and the chance to make a meaningful contribution to global climate goal...
Powering the transition: lessons from Spain’s grid disruption
Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal, and what they reveal about the state of Europe’s energy infrastr...
The Week: The spending review
The Chancellor’s spending review appears to have succeeded in its most important mission – not to spook financial markets – but can it create growth?
Adviser-Hub 12th Jun 2025
RSMR reviews our Equity Enhanced Index Range
Find out in this independent RSMR video.
Aberdeen Investments 12th Jun 2025
Delivering innovative energy solutions for the UKs energy transition
We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.
Why income investing in emerging markets?
Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.
Macro Bytes podcast: So was the trade war all just a fever dream?
In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.
The Monthly Macro Outlook Video - May 2025
How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.
How large are global infrastructure needs?
Both developed and emerging economies need significant infrastructure investments for growth and sustainability. A new model quantifies these needs, emphasizing the necessity of substantial private...
Navigating retirement: combating sequencing risk
Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios.
Baillie Gifford 11th Jun 2025
How to navigate US markets in 2025 and beyond
US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...
Fidelity International 11th Jun 2025
Capital Group | Adventures in small-cap investing
Greg Wendt, the longest-serving analyst in Capital Group history, is about to wrap up a 37-year career. He shares tales from his time venturing into the wild world of small-cap stocks.
Capital Group 10th Jun 2025
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Wed, 16th, Jul Online Event
Sign up to our Hub News E-Newsletter
