Market view: UK: a fertile hunting ground for contrarian investors
Fidelity believes the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.
Fidelity International 20th Mar 2025
Market view: investing in the 'sweet spot' of global credit
aberdeen’s Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.
Aberdeen Investments 20th Mar 2025
Macro brief: growing risks to India’s demographic dividend
Capital Group’s Anirudha Dutta, Macro Analyst, assesses the challenges that could dent – but not derail – the India story.
Capital Group 18th Mar 2025
Why global fixed income strategies are important in today’s market environment
Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.
Ninety One | Changing realities challenge the bet on US exceptionalism
Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...
Ninety One 18th Mar 2025
Ninety One | Follow the trendlines, not the headlines
Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strateg...
Baillie Gifford | US perspectives: AI evolves again
Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.
Baillie Gifford 18th Mar 2025
Crossing the river: what Fidelity learnt from China’s NPC
While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...
Fidelity International 17th Mar 2025
Ninety One | Beyond the traditional
In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...
Ninety One 17th Mar 2025
What do tariffs mean for bond investors?
Fidelity’s fixed income portfolio managers highlight why they continue to find the best risk-adjusted opportunities in the front end of the sterling credit curve.
Finding value in overlooked Asian companies
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC and the Fidelity Asian Smaller Companies and China Focus Funds, reviews the fundamental backdrop facing investors in Asia.
Unlocking the power of active ETFs
Fidelity outlines how its active ETFs can help investors navigate shifting dynamics by targeting specific market exposures and investment outcomes.
Is the market’s bet on US exceptionalism being tested?
Ninety One 13th Mar 2025
Changing realities challenge the bet on US exceptionalism
Emerging market equity income – resilience in a volatile world
From AI to the unstoppable energy transition, aberdeen explores the reasons to stay positive about emerging markets in a Trump world.
Aberdeen Investments 13th Mar 2025
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