America First policies: what are the global implications?
As the US continues to pursue its America First policies, the rest of the world is adapting to new opportunities and challenges. Navigating this environment will require nimble, flexible and more a...
Capital Group 19th Nov 2025
How much could AI drive future productivity?
AI is emerging as a transformative force, but its impact will vary across regions and sectors. Capital Group believes its strategic adoption and integration will determine the countries and industr...
Baillie Gifford | Upfront: small caps, bubbles and tech giants
Baillie Gifford’s Bill Chater outlines the search for the world’s best small caps, while client manager Megan Rooney gives her take on AI bubble headlines.
Baillie Gifford 18th Nov 2025
Fidelity International | Market Minutes: Emerging Strong
This month, Fidelity portfolio manager Chris Forgan turns the spotlight on emerging markets – where lower valuations, a softer US dollar, and policy flexibility are creating a compelling back...
Fidelity International 17th Nov 2025
Exploring the psychology of retirement
Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirem...
Fidelity Adviser Solutions 17th Nov 2025
BYD’s Right to Win
From battery maker to China's top carmaker, BYD is now expanding globally. With technological leadership, tight cost control and a founder-led vision, the company looks set to reshape the elect...
Baillie Gifford 14th Nov 2025
Tom Slater: Manager Review
Scottish Mortgage manager Tom Slater reflects on a year of operational progress amid market volatility, explaining why the trust reduced its NVIDIA stake, how resilience has become central to portf...
The Week: Global dividends power ahead
Investors can take reassurance from the strength of global dividends, with the UK a notable outlier.
Adviser-Hub 13th Nov 2025
Japan’s capital revolution: a new era for active investors
Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?
Aberdeen Investments 13th Nov 2025
The great rebalancing
Ninety One explores a new cycle reshaping global equity leadership.
Ninety One 13th Nov 2025
Investing for positive change
Baillie Gifford’s Nduka Amadi explores how rare disease innovations are reshaping global health, offering new treatments and long-term value creation. Capital at risk.
Baillie Gifford 13th Nov 2025
Scottish Mortgage Portfolio Update Q3 2025
Investment Specialist Hamish Maxwell reflects on how artificial intelligence and other structural shifts are redefining industries, highlights portfolio exposure across transformational growth area...
Baillie Gifford 12th Nov 2025
Rare diseases: investing for positive change
Baillie Gifford explores the companies transforming global health with rare disease innovations.
Baillie Gifford 11th Nov 2025
What to expect from the COP30 climate conference
Ahead of November’s COP30 climate conference in Brazil, Fidelity’s experts provide an overview of what investors can expect.
Fidelity International 11th Nov 2025
Active ownership: the investor's best tool for real climate accountability
As climate headlines grow louder and more divisive, Aberdeen Investments believes investors face a simple choice: engage or risk being left behind.
Aberdeen Investments 11th Nov 2025
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 6th, Jan Harrogate
Wed, 7th, Jan Manchester
Thu, 8th, Jan Glasgow
Tue, 13th, Jan Exeter
Wed, 14th, Jan Bristol
Thu, 15th, Jan Birmingham
Tue, 20th, Jan Newmarket
Wed, 21st, Jan London
Thu, 22nd, Jan Online Event
Thu, 22nd, Jan Southampton
Sign up to our Hub News E-Newsletter
