Infrastructure: beyond the HALO
Infrastructure has offered the Baillie Gifford Monthly Income Fund resilience and diversification as the wider backdrop has become harder to read. Selective exposure to renewables and utilities can...
Baillie Gifford 21st Apr 2026
The Week: Bank of America survey suggests market optimism is fragile
Despite the market’s exuberance, expert investors and economists are increasingly gloomy.
Adviser-Hub 16th Apr 2026
Middle East conflict: the path to a messy resolution remains open
Fidelity remains of the view that a messy resolution path is still open. But until we get there, the noise and volatility are likely to remain high.
Fidelity International 16th Apr 2026
Gold rush or fool’s gold?
Capital Group presents three views on surging gold prices.
Capital Group 16th Apr 2026
Building Europe's backbone: the sustainable power of industrial real estate
Aberdeen explores the industrial assets at the heart of Europe’s climate transition.
Aberdeen Investments 14th Apr 2026
Emerging market debt: unlocking the full potential
Shifting asset class behaviour is forcing a rethink of allocation approaches and fuelling demand for greater diversification. In this context, says Ninety One, emerging market debt is highly releva...
Ninety One 14th Apr 2026
Welcome to the new tax year
A new tax year brings fresh allowances and valuable planning opportunities for you and your clients. Fidelity Adviser Solutions tax year beginning hub highlights key actions to consider – cov...
Fidelity Adviser Solutions 13th Apr 2026
China: the investment opportunity
Having spent several years in investment purgatory, the Chinese market revived in 2025. A reappraisal of the relative risks of emerging markets generally, plus excitement over China’s technol...
Adviser-Hub 10th Apr 2026
China: the investment opportunity – panel discussion video #3
After several years out of favour, Chinese markets saw a resurgence in 2025. A broader reassessment of emerging market risks, combined with renewed enthusiasm around China’s technological pro...
Global updates: Mixed messages
The conflict in the Middle East, which began at the end of February, completed its first month. Markets seesawed; volatility increased sharply amid mixed messages from President Trump; and energy p...
Adviser-Hub 9th Apr 2026
UK market review: Crude awakening
Investor sentiment and market movements were dominated in March by unfolding developments in the Middle East as the conflict between the US and Iran intensified. During the month, the FTSE 100 Inde...
Baillie Gifford | Navigating retirement income in volatile markets
Steven Hay, co-manager of the Baillie Gifford Monthly Income Fund, discusses aims to help investors draw a dependable monthly income through market ups and downs. Capital at risk and income not gua...
Baillie Gifford 9th Apr 2026
Navigating retirement income in volatile markets
Market briefings looking back at March
A selection of articles, written by our expert investment writers that cover the markets looking back through March.
Defending income in a market with few safe havens
Fidelity Global Income portfolio manager James Durance outlines how disciplined positioning, selective credit exposure and diversification can help navigate uncertainty while maintaining a resilien...
Fidelity International 8th Apr 2026
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