Algorithmic alchemy: investing with optimism in AI
As well as investing in many leading artificial intelligence companies, Baillie Gifford is exploring uses of AI to improve how they invest on behalf of their clients.
Baillie Gifford 2nd May 2024
What if the Fed doesn’t cut interest rates this year?
Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.
Capital Group 2nd May 2024
Cash has further to run
As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity
Fidelity International 2nd May 2024
Ninety One | How active can drive alpha
Every investor has probably formed their own opinion on this topic – let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the l...
Ninety One 1st May 2024
Ninety One | Valuations need to tell the whole story
While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.
Ninety One | All or nothing
People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of going bust, says Ninety One.
The Week: China: finally, a turnaround?
Few dispute the difficulties still facing the Chinese economy. However, they may not prevent a revival in the country’s stock market.
Adviser-Hub 1st May 2024
Capital Group’s Darrell Spence, Economist, sees three solid reasons to keep the federal funds rate right where it is throughout 2024.
Capital Group 30th Apr 2024
Can Europe’s largest economy adapt to a shifting global landscape?
Despite intensifying concerns around deindustrialisation, German manufacturing is quickly adapting to the new economic paradigm.
Separating AI hype from investment opportunity
Capital Group explores whether generative AI has launched a lasting megatrend, or whether its potential been greatly exaggerated.
Fundamental research edge: bottom-up opportunities in IG credit
The current high level of yield available in investment grade corporate bonds provides an unprecedented opportunity to lock in attractive income and returns for years to come.
The Long View: four megatrends to watch
Capital Group’s portfolio managers and analysts are scouring the world for enduring trends that have the potential to transcend individual sectors and impact the broader investing landscape f...
abrdn | Wealth Wise - An insight into investment management
In this month’s podcast we discuss the importance of investing, and are joined by two abrdn investment managers as they share their passion and purpose when it comes to our customers.
Aberdeen Investments 29th Apr 2024
Fidelity International | Why a multi asset approach can deliver superior income outcomes
Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.
Fidelity International 29th Apr 2024
Baillie Gifford on high-calibre emerging markets companies
From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.
Baillie Gifford 26th Apr 2024
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