The Week: will CGT changes hurt the UK stock market?
Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?
Adviser-Hub 29th Aug 2024
Central bank Olympics redux – faster, (lower), stronger
The Games might be over, but the central bank rate-cutting race has just begun – abrdn looks at what to expect for the rest of 2024.
Aberdeen Investments 29th Aug 2024
Market view: Navigating China’s path to recovery
Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...
Fidelity International 29th Aug 2024
Climate adaptation for the next generation
Financial innovation to manage extreme-weather risk.
Ninety One 28th Aug 2024
Financial markets are trapped in short-termism mindset
If the financial system fails to change the way financial decisions are made, we will continue jeopardising the health of our people and our planet. Change is a necessary must, says First Sentier I...
FSSA Investment Managers 28th Aug 2024
EM corporate bonds and the SDGs: delivering profit with purpose
Can companies deliver solutions to the world’s big problems while returning a profit? Here’s three firms abrdn thinks can.
Aberdeen Investments 28th Aug 2024
Climate Change: sustainable returns, real-world impact via active transition investing
How bond investors can potentially achieve decent returns for their portfolios and help the planet: an Asian perspective from abrdn.
Has inflation bottomed?
Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.
Too high for too long?
The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...
Navigating an increasingly concentrated market
Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest, and highlights several warning signs for investors to note.
Find value in a changing market
Beware the ‘cyclical’ case for value – hoping the market will re-rate value stocks en masse – and find out why Ninety One’s Value team believes in a ‘structural&...
The Investor's Guide to China podcast: Asia's bright spots
Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.
Fidelity International 27th Aug 2024
The Week: investors should exercise caution on fixed income exuberance
Fixed income funds have seen record inflows over the summer, with investors worried about recession, but the optimism may have gone too far.
Adviser-Hub 22nd Aug 2024
In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...
Ninety One 20th Aug 2024
Anatomy of a fall
Ninety One’s Sahil Mahtani, Head of Macro Research, discusses how a growth scare, in the context of an almighty positioning unwind, should not detract from what is still likely to be a soft l...
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