UK market review: “Difficult decisions”
The Labour Party won a landslide victory in July’s General Election. New Chancellor of the Exchequer Rachel Reeves announced that the Budget will take place on 30 October and warned of &ldquo...
Adviser-Hub 6th Aug 2024
Market briefings looking back at July
A selection of articles, written by our expert investment writers that cover the markets looking back through July.
The future of global equities
Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.
Capital Group 6th Aug 2024
Pension Forum: the lifetime allowance replacement regime takes centre stage
Pension legislation can never be described as straightforward. Judging by Fidelity Adviser Solutions’ Pension Forum, the intricacies of the new lifetime allowance (LTA) replacement regime are...
Fidelity Adviser Solutions 4th Aug 2024
The Week: Interest rate fever
All eyes are on central banks. Will the US follow the UK and Europe in September?
Adviser-Hub 1st Aug 2024
Market view: The future of global equities
Capital Group 1st Aug 2024
Weighing up the effect of weight-loss drugs
Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.
BNY Mellon Investment Management 1st Aug 2024
Interest rate update: “Finely balanced”
The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.
Baillie Gifford Positive Change Fund: Impact Report
In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.
Baillie Gifford 31st Jul 2024
Positive Change: investor letter Q2 2024
Baillie Gifford’s investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.
Baillie Gifford 30th Jul 2024
Using satellite technology to tackle deforestation
In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...
Fidelity International 30th Jul 2024
Future Minerals: why utility and scarcity make a winning union
Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...
Aberdeen Investments 30th Jul 2024
Navigating the path to decarbonisation: the role of investors in sustainable growth
How can shareholders help companies on their net-zero journey? abrdn discusses its views.
Understanding an increasingly concentrated market
The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.
Ninety One 30th Jul 2024
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