Scottish Mortgage Portfolio Update Q2 2025
Investment Specialist Chloé Darling-Stewart shares recent discussions with company founders, highlights the portfolio holdings showing resilience in challenging times, and comments on the la...
Baillie Gifford 6th Aug 2025
Decumulation decoded: how pension reform is reshaping retirement income
As new FCA regulations and the Pension Schemes Bill introduce 'guided retirement' pathways, Steven Hay explores how evolving regulatory boundaries are reshaping retirement income planning a...
Baillie Gifford 5th Aug 2025
Capital Group | Don’t overlearn lessons: staying nimble in turbulent markets
Capital Group portfolio manager Julian Abdey sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and his...
Capital Group 5th Aug 2025
Capital Group | Is the trade war killing globalisation?
The US-led trade war may change globalisation in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience....
Capital Group | Exploring Latin America: seeking innovators in Brazil – Part 2
In the second part of Capital Group’s focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil.
Tariff clarity for Japan but political uncertainty remains
With tariffs lowered and inflation easing, conditions look more favourable for sustained reflation; however, political instability and possible reversals on immigration are fresh long-term risks. Capital Group 5th Aug 2025
With tariffs lowered and inflation easing, conditions look more favourable for sustained reflation; however, political instability and possible reversals on immigration are fresh long-term risks.
The future of nuclear energy: fact, fiction and fission
Capital Group offers four insights to help investors navigate the evolving landscape around nuclear energy and explore investment opportunities.
“US(D) exceptionalism” is not going away
Although equity investors have been adjusting their regional allocations away from the US dollar in recent months, Capital Group sees little sign of this happening in bond markets.
Why security is a durable investment theme
Capital Group outlines three ways they believe a global focus on security will boost growth for well-positioned companies and drive investment opportunities in the coming years.
A diversifier for all environments
Fidelity’s approach to absolute return investing across global equity markets seeks to deliver attractive portfolio outcomes across all market conditions.
Fidelity International 31st Jul 2025
Investing in the emerging market transformation
Ninety One Emerging Markets Leaders accesses structural growth via companies with large addressable markets and competitive advantages.
Ninety One 31st Jul 2025
The Week: The implications of an EU/US trade deal
The long-awaited EU/US trade deal removes a source of risk, but is it bad news for the Europeans?
Adviser-Hub 30th Jul 2025
Rethinking defence in credit markets
Ninety One’s co-head of Developed Market Credit, Justin Jewell, and Investment Director Ellie Clapton explore how geographic flexibility and selective positioning are key to navigating today&...
Ninety One 30th Jul 2025
Climate risk and supply chains: the hidden link investors can't ignore
Climate risk is breaking supply chains. Are investors asking the right questions? Aberdeen explains why indirect exposure could cost more – and how resilience creates opportunity.
Aberdeen Investments 29th Jul 2025
How can investors navigate a mad, mad, mad, mad world?
Celebrating 10 years of our World Equity Enhanced Index Fund and 20 years of our quants team.
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