AI fever: has it become too hot?
Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector.
Capital Group 6th Mar 2025
The Week: Why income could be an investor’s friend in volatile markets
As US markets wobble, income may be a more predictable source of returns for investors.
Adviser-Hub 6th 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.
Can active and passive team up for investment success?
Enhanced indexation blends cost-efficient quantitative rigour with active alpha potential – abrdn’s Nick Millington, Head of Systematic Index Solutions, tells us more.
Aberdeen Investments 6th Mar 2025
How to talk to clients about Bitcoin
Bitcoin and other cryptocurrencies have captured the imagination of investors, rising to become a more accepted and influential asset class. Capital Group takes a closer look.
Capital Group 5th Mar 2025
Three views on where to invest under Trump 2.0
Three Capital Group investment professionals offer their take on opportunities and vulnerabilities as the Trump administration seeks to drastically reshape foreign and domestic policy.
Five keys to investing in 2025
Watch Capital Group portfolio manager Rob Lovelace and economist Jared Franz discuss economic cycles, developments in AI and healthcare, and the impact tariffs could have on markets.
Private growth: looking over the overlooked
Learn more from Baillie Gifford about the key features and attributes of the growth equity asset class.
Baillie Gifford 4th Mar 2025
What dancing robots tell us about the possibilities of investing in China
China’s economy is increasingly driven by innovation and policy that supports technology and science. The recent breakthroughs in AI reinforce our view that China is an allocation worth makin...
Fidelity International 4th Mar 2025
Strat chat: Fading Trump trades
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Amid th...
Latin America equities: Reasons for optimism
The Latin America index derated significantly last year as fiscal pressures in Brazil, and a volatile political backdrop for Mexico squeezed equity markets. However, Chris Tennant, co-portfolio man...
Why we are cautiously optimistic on China
China's economic landscape presents a mix of challenges and opportunities for investors. While tariffs and regulatory concerns have impacted sentiment, the focus on domestic revenue-generating...
Sustainability outlook 2025: ESG as BAU
A recent survey we conducted alongside Coalition Greenwich shows that environmental, social, and governance concerns remain high on investors agendas.
Webinar: The case for multi asset income in today’s macro environment
Fidelity Global Multi Asset Income portfolio managers Talib Sheikh and Becky Qin discuss their outlook for the strategy, portfolio positioning and key highlights of 2024, including performance. In...
AI’s big breakthrough won’t happen this year
Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technolog...
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