Inflation from the Gulf conflict is on its way – Analyst Survey
Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.
Fidelity International 17th Jul 2026
A shifting landscape demands a fresh approach to model portfolio management
With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Fidelity’s Graham Folley examines how model portfoli...
Positioning for the next phase of the market
As markets refocus on growth, earnings and AI, Fidelity’s Chris Forgan and Caroline Shaw discuss where they see opportunities and how they are positioning portfolios for the second half of th...
Benefits of active gilt investing: alpha to be made
While passive strategies dominate the UK gilt fund sector, Fidelity’s Mike Riddell, Tim Foster and Ravin Seeneevassen explore the headwinds facing passive investors and the range of levers av...
Market minutes - Positioning beyond the AI rally
Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.
Fidelity International 16th Jul 2026
The Week: Hormuz Strait: déjà vu all over again
Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.
Adviser-Hub 16th Jul 2026
Market view: The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...
Ninety One 16th Jul 2026
US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
Fidelity International | Market minutes - Positioning beyond the AI rally
Fidelity International 15th Jul 2026
Ninety One | The music is still playing. But for how long?
As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
Ninety One 15th Jul 2026
Fidelity International | Fidelity Answers: where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think.
Capital Group | Balancing act: investing amid the AI boom and the Iran war
Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.
Capital Group 15th Jul 2026
A unique market moment and the case for active judgement
As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.
America at 250 in six charts
At 250, the US economy remains the envy of the world, even as the global system undergoes dramatic changes. Six charts from Capital Group highlight its journey so far – and where it may be he...
European construction: Green shoots of growth?
Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
Sign up to our Hub News E-Newsletter
