Fidelity International | The Investor’s Guide to Asia: Chinese consumption – Labubu and beyond
Fidelity portfolio managers Dale Nicholls and Cynthia Chen dig into the successes and challenges for China’s new consumer aristocracy in this episode of The Investor’s Guide to Asia. Fidelity International 23rd Jul 2025
Fidelity portfolio managers Dale Nicholls and Cynthia Chen dig into the successes and challenges for China’s new consumer aristocracy in this episode of The Investor’s Guide to Asia.
Fidelity International 23rd Jul 2025
Capital Group | Innovation in Asia and Europe: why now matters
Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group.
Capital Group 23rd Jul 2025
Capital Group | Exploring Latin America: local knowledge key for Mexico – part 1
Capital Group equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when investing in this part of the w...
Adviser-Hub 23rd Jul 2025
Capital Group | 2025 midyear outlook
Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets. How are tariffs, trade wars and actual wars affecting the outlook for the global econo...
Capital Group | Unearthing gold among African bonds – part 2
In the second part of Capital Group’s look at African bonds, fixed income investment analyst Holger Siebrecht assesses the impact of commodities and focuses on the large South African market....
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.
Aberdeen Investments | Riyadh to reality: on the ground in the Gulf
In this episode of Aberdeen Investments’ Emerging Market Equities podcast, Nick Robinson talks with Fraser Harle about his recent trip to the Middle East.
Aberdeen Investments 23rd Jul 2025
The Investment Outlook Q3: Introduction
What’s next for the dollar, private markets, and global portfolios? Aberdeen’s experts share their insights.
Aberdeen Investments 22nd Jul 2025
The Aberdeen House View
Is the dollar’s dominance fading? Discover why we’re backing duration, corporate risk and infrastructure amid rising geopolitical tensions, tariff shifts and global investment realignme...
Equities: Why invest in Europe's smaller companies amid US uncertainty
European small caps are positioned to benefit from US uncertainty. Could this overlooked asset class be the smarter way to invest in Europe right now?
Real Assets: Investing in a new world amid drive towards resilience
Europe is reindustrialising. Power grids are under pressure. Discover how supply chain resilience is reshaping investment in factories and infrastructure, and why this shift could define the next d...
Why the dollar deserves more credit
US economic resilience, supportive interest rate differentials, and a potentially overestimated dollar risk premium suggest a more positive outlook for the dollar than market sentiment reflects, sa...
Capital Group 22nd Jul 2025
Scenarios for a fragmented world
As the world stands at a geopolitical crossroads, Capital Group’s Tom Cooney and Jayme Colosimo attempt to map out a range of possible scenarios for a new world order.
Five insights on what is driving innovation in China
Having closely followed companies in China for 26 years, Capital Group equity investment analyst Johnny Chan has learned not to underestimate what businesses can achieve when it comes to making tec...
Shifting market dynamics strengthen the case for global equity income
Fidelity Global Equity Income assistant portfolio manager Tristan Purcell examines the historical context of US market dominance and embedded risks in current concentration levels, while outlining...
Fidelity International 21st Jul 2025
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