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
Celebrating three years of MyFolio Enhanced ESG Index
Aberdeen’s innovative range has passed a key milestone. What explains its popularity with clients?
The new US administration: economic unorthodoxy – panel discussion video #1
The world’s largest economy has lost its last AAA credit rating. Its debt levels are at war-time highs, and about to get higher with the enactment of the ‘big beautiful bill’. Is...
Adviser-Hub 1st Jul 2025
Fidelity International | Field Notes: Test driving China’s technological prowess in downtown Shanghai
Fidelity Portfolio Manager Tina Tian puts her trust in the latest assisted driving technology and braces for a ride through some of China’s busiest streets.
Fidelity International 1st Jul 2025
European equities: a beautiful panic
After years in the global investment wilderness, an increasing set of pro-growth signals from policymakers is starting to shift the narrative, says Ninety One. Europe is positioning itself not just...
Ninety One 1st Jul 2025
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