Actively navigating EM equities
Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...
Ninety One 13th Aug 2024
Rate cuts provide a tailwind
Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.
Fidelity International 12th Aug 2024
The Week: Is the US really heading for recession?
This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?
Adviser-Hub 8th Aug 2024
Ninety One | Actively navigating EM equities
Ninety One 8th Aug 2024
Fidelity International | Deconstructing active ETFs
What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...
Fidelity International 8th Aug 2024
abrdn Investments | State of Origin: EM elections, trade and inflation
In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.
Aberdeen Investments 8th Aug 2024
US election watch: a November to remember
This November is shaping up to be one to remember. Watch veteran political commentators Matt Miller and Reagan Anderson debate how the revised race is developing, and the lessons investors can lear...
Capital Group 8th Aug 2024
What’s your investment edge?
An excerpt from equity portfolio manager Mark Casey’s unscripted discussion with Capital Group’s CEO Mike Gitlin about his investment approach and lessons learned over a long career in...
Beyond China: exploring Asia's equity landscape
Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.
Market view: Five views on tumbling markets
Five views from Capital Group investment professionals assessing the latest fast-changing market developments.
Market view: Is it time for UK corporate bonds to shine?
What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.
BNY Mellon Investment Management 8th Aug 2024
Investing in a shifting economic landscape
Four of abrdn’s senior investors give their top ideas for the rest of 2024 and beyond, based on the company’s latest global outlook.
Aberdeen Investments 7th Aug 2024
Extraordinary times and opportunities
Baillie Gifford’s James Budden explains why now may be the time for growth investors, as markets weather extraordinary volatility.
Baillie Gifford 6th Aug 2024
Transitional tax-free amount certificates – should a client apply?
Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...
Fidelity Adviser Solutions 6th Aug 2024
Global updates: A shift in sentiment?
The forthcoming US Presidential Election remain at the forefront of newsflow for much of July. While Donald Trump was officially nominated as the candidate for the Republican Party, incumbent Presi...
Adviser-Hub 6th Aug 2024
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