A real assets recovery in the UK
Real assets like property and infrastructure are presenting new opportunities in the UK. Learn how Baillie Gifford is taking advantage of them.
Baillie Gifford 4th Mar 2025
abrdn Investments | Deepseeking – China’s LLM leap
In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson sits down with Pruksa Iamthongthong to take a deep dive into the current world of AI.
Aberdeen Investments 4th Mar 2025
Ninety One | How DeepSeek might dethrone the dollar
Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.
Ninety One 28th Feb 2025
The Week: Back to the races for big technology
Can strong results from Nvidia calm investor nerves on the outlook for the dominant technology sector?
Adviser-Hub 27th Feb 2025
Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare
Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.
Baillie Gifford 27th Feb 2025
Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare
Private growth: looking over the overlooked
Learn more from Baillie Gifford about the key features and attributes of the growth equity asset class.
Blurred lines: the EM’ification of DM
A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.
Ninety One 27th Feb 2025
Could Trump derail a potential US capex supercycle?
Several large stimulus programmes introduced by the Biden administration have been scaled back. Capital Group outlines how global companies across a variety of sectors could be impacted by US polic...
Capital Group 27th Feb 2025
The current opportunity in European equities
Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Desp...
Fidelity International 27th Feb 2025
The importance of stewardship when selecting companies
Stewart Investors believes the quality of people behind a business has the greatest bearing on its long-term success or failure. Read examples of their portfolio holdings across a range of ownershi...
FSSA Investment Managers 25th Feb 2025
Hidden GEMs: Argentina’s remarkable turnaround
Ninety One’s Christine Reed, Emerging Market Fixed Income Portfolio Manager, charts Argentina’s remarkable turnaround story and considers the broader lessons for emerging market debt in...
Ninety One 25th Feb 2025
Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered
In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...
Baillie Gifford 25th Feb 2025
Scottish Mortgage Investor Webinar: Your Questions Answered
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