Strategic acquisitions in tech: a quiet tailwind for portfolio performance
Fidelity’s Hyun Ho Sohn examines M&A’s role within the global technology sector, reflecting on past successful acquisitions involving portfolio holdings and outlining key recent dea...
Fidelity International 8th Jul 2025
A renaissance underway for UK equities
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, examines the recent resurgence of UK equities and outlines why he expects outperformance to continue as buying in...
Dollar dominance dimmed
Fidelity believes the recent US trade policy shift will have significant ramifications for US dollar exchange rates.
Emerging markets: the new orthodoxy
High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...
Adviser-Hub 7th Jul 2025
The Week: Rachel Reeves finds a friend in the bond market
It turns out the bond markets rather like Rachel Reeves as they contemplate her departure.
Adviser-Hub 3rd Jul 2025
The European renaissance
Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.
Baillie Gifford 3rd Jul 2025
The new US administration: economic unorthodoxy
The incoming US administration has correctly diagnosed that the US has a fiscal problem. It has built up vast trade deficits with the rest of the world, its currency makes its exports uncompetitive...
Adjusting balance to manage risk – panel discussion video #3
If the risk relationship between developed and emerging markets has changed, how should this changing environment be reflected in a flexible portfolio? This is explored further in our latest panel...
Positive Change Impact Report
What difference did companies make in the real world during 2024? From climate solutions to social progress, this annual impact report highlights how the companies the Baillie Gifford Positive Chan...
Baillie Gifford 2nd Jul 2025
The ‘sovereign ceiling’ in EM corporate bond ratings
Liam Blaikie considers the influence of the ‘sovereign ceiling’ in EM corporate bond credit ratings.
Aberdeen Investments 2nd Jul 2025
Decent work: a framework for investors
What’s decent work, and what’s the issue?
Short-dated credit: seeking a resilient income in a turbulent world
Investment-grade short-dated bonds have historically offered lower volatility and higher yields than cash. A smart move in uncertain times.
Four years forward: lessons from the Climate Transition Bond Strategy
The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.
How much infrastructure does the world need?
In this new episode, we explore the staggering global infrastructure investment needs over the next 25 years, why the bill is so high, and how governments and private investors might share the load...
Emerging markets: new orthodoxy – panel discussion video #2
High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, they are more likely to be found in the US or...
Adviser-Hub 2nd Jul 2025
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