Ninety One | 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...
Ninety One 20th Aug 2024
Fidelity International | The Investor's Guide to China podcast: Asia's bright spots
Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...
Fidelity International 20th Aug 2024
The Pension Forum: Compensation payments paid into a pension
Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.
Fidelity Adviser Solutions 19th Aug 2024
The Week: Does the US election matter?
It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world.
Adviser-Hub 15th Aug 2024
US recession fears rise, but fundamentals remain resilient
Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...
Fidelity International 15th Aug 2024
Four hallmarks of a quality company
Walter Scott client investment manager Murdo MacLean delves into four attributes he thinks companies should possess in order to weather macro and market headwinds.
BNY Mellon Investment Management 15th Aug 2024
Thematic equities: the next frontiers in AI
Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.
Aberdeen Investments 15th Aug 2024
Discover the power of income investing
abrdn advocates for strategic income investing in diverse assets to enhance financial resilience and maximise returns, offering both stability and growth opportunities for your clients.
A sustainable approach to corporate credit
Insight Investment portfolio manager Damien Hill talks about the relationship between alpha and carbon intensity in relation to investing in corporate credit.
BNY Mellon Investment Management 14th Aug 2024
Environment: making sense of the E in ESG
Baillie Gifford explores how companies’ relationships with climate, energy and the environment relate to long-term growth.
Baillie Gifford 14th Aug 2024
Market jitters highlight the need for duration
As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...
Fidelity International 14th Aug 2024
Looking through recent market volatility
As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...
Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...
Sustainable investing
At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...
There’s more to active risk than concentration
Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...
Ninety One 13th Aug 2024
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