Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater
Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...
Baillie Gifford 16th Jul 2024
Scottish Mortgage Manager Insights: Tom Slater
The Week: It’s the debt, stupid
Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual.
Adviser-Hub 11th Jul 2024
Baillie Gifford Managed Fund: poised for growth
Interest rates and inflation rise and fall. Can a balanced investment approach perform regardless or did 2022 sound the death knell for this style?
Baillie Gifford 10th Jul 2024
Scottish Mortgage on Starlink: closing the digital divide
Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...
Baillie Gifford 9th Jul 2024
Q3 Investment Outlook: easy does it
Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications. Fidelity International 4th Jul 2024
Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.
Fidelity International 4th Jul 2024
Global updates: Fed holds steady for another month
In a landmark year – notable for the sheer number of elections around the world – share prices in Europe were knocked during June by French President Emmanuel Macron’s surprise an...
Adviser-Hub 3rd Jul 2024
UK market review: Inflation finally hits the target
Politics continued to garner headlines during June during the run-up to the General Election. Ahead of the election, however, the Institute for Fiscal Studies criticised the principal political par...
Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
Market view: Does a new golden age beckon for fixed income?
With low yields apparently coming to an end, BNY Investment asks: just how attractive are fixed income markets?
BNY Mellon Investment Management 3rd Jul 2024
Unlocking the potential: listed property vs direct property
First Sentier Investors examine the case for having listed property as part of real asset portfolios, and highlight the investment opportunity in listed property as a complement to real asset portf...
FSSA Investment Managers 3rd Jul 2024
The Week: Ooh la la: trouble across the Channel
Macron’s ill-advised decision to call a snap election has plunged French politics – and its financial markets – into turmoil.
abrdn | MyFolio TeamTalks
Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team discuss how MyFolio funds are making strategic changes for SDR, updating their SAA, and providing the latest up...
Aberdeen Investments 2nd Jul 2024
Picture this: a broader horizon brings better value
A preference for quality has seen many high-yield investors flock to a part of the credit market that offers poor value. Those with flexibility to explore further afield can find higher-quality ass...
Ninety One 2nd Jul 2024
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