Welcome to the Benjamin Button economy
In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar. Capital Group 14th Oct 2024
In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.
Capital Group 14th Oct 2024
Macroscope: US yield curve dis-inversion: what does it mean and how to trade it
Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...
Ninety One 14th Oct 2024
Bonds back in focus
Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.
Baillie Gifford Managed Fund: navigating the bond landscape
Bonds offer a unique blend of diversification and potential returns. How does the Managed Fund capitalise on this? With a strategic mix of government and corporate bonds, the Managed Fund aims to o...
Baillie Gifford 14th Oct 2024
Baillie Gifford | Future Stocks: Our best investment ideas in the US
What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...
Baillie Gifford | Future Stocks: Our best impact investing ideas
Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk.
Baillie Gifford | Future Stocks: Our best balanced investment ideas
Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...
Future Stocks: Our best investment ideas in the US
Future Stocks: Our best impact investing ideas
Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk
Future Stocks: Our best balanced investment ideas
Making nature count: an investor’s perspective
Ninety One’s Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.
Ninety One 11th Oct 2024
European ESG Regulatory Update - October 2024
Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outlines the implications for investors.
Fidelity International 11th Oct 2024
The Week: cost disclosure: investment trusts bounce back
The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns.
Adviser-Hub 10th Oct 2024
Chinese policy crosses the Rubicon – what now?
A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...
Fidelity International 10th Oct 2024
DC views: how to achieve better member outcomes
Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.
Baillie Gifford 10th Oct 2024
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
