Capital Group | Decoding dividend investing: lessons in resilience amid volatility
Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility.
Capital Group 24th Jun 2025
Capital Group | How emerging markets could win the trade war
Capital Group portfolio manager Lisa Thompson shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from US/C...
Capital Group | Resilient markets: How frontier debt is weathering global volatility - Part 1
Capital Group fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt universe.
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Our comprehensive – yet straightforward – range of solutions can help you meet all the evolving needs of clients planning for and their journey through retirement.
Fidelity Adviser Solutions 23rd Jun 2025
Baillie Gifford Monthly Income Fund: retirement income for the long term
Join Investment manager Steven Hay who discusses the latest trends and opportunities in income investing, offering insights into achieving long-term financial goals.
Baillie Gifford 23rd Jun 2025
Emerging markets outlook: Risks remain amid trade war de-escalation
While the threat of an escalation in the US trade war has receded, slowing global growth will be a drag, particularly on EMs reliant on trade. That said, a weaker US dollar and limited spillover fr...
Aberdeen Investments 20th Jun 2025
Global Economic Outlook: Trade and fiscal policy on trial
Tariff shocks have worn off, but investor concerns are shifting to fiscal risks. Explore what’s driving international economies and markets in our latest analysis.
A new dawn for European defence spending?
European defence spending is set to rise. However, fiscal considerations and low growth multipliers will constrain the economic tailwind somewhat, while fractured procurement and reliance on arms i...
Baillie Gifford | Baillie Gifford Monthly Income Fund: retirement income for the long term
Baillie Gifford 20th Jun 2025
Go global or stay sterling? The case for home bias with global benefits
Ian Fishwick, portfolio manager of the Fidelity Sterling Corporate Bond Fund, discusses how current all-in-yields and the rate-cutting cycle create a compelling case for income and capital apprecia...
Fidelity International 19th Jun 2025
Fidelity International’s latest Analyst Survey: winners and losers from new trade order
Tariffs – and their knock-on effects – create fresh cost pressures for companies around the world. But the effects will not be distributed evenly.
Europe comes out ‘Top Trumps’ in global real estate battle
Fidelity examines why European real estate is well-positioned to deliver income growth – even in a subdued macroeconomic environment.
China’s big charge: EVs, oil and the renminbi
China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.
Aberdeen Investments 19th Jun 2025
Emerging markets income equity: why Telekom Malaysia stands out from the crowd
Investors are ready to fall back in love with the telecommunications sector.
Smaller companies: on the road – Milan
We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.
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