Why it pays to be active in EM equities
Capital is returning to emerging market equities after a prolonged period of outflows. Ninety One explores why emerging markets reward active investors.
Ninety One 17th Feb 2026
Positive Conversations – with Baillie Gifford
Discover the difference made by dialogue in Positive Change’s latest ESG and engagement report.
Baillie Gifford 17th Feb 2026
Fidelity Adviser Solutions | Closing the Retirement Readiness Gap – Building Trust and Confidence
This quick video reveals how advisers can use behavioural science t...
Fidelity Adviser Solutions 17th Feb 2026
Aberdeen's house view: staying invested, being diversified
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing, and policy is gradually loosening — all supportive for asset markets, d...
Aberdeen Investments 17th Feb 2026
Fragmenting systems, cultural change
Baillie Gifford investment manager, Dave Bujnowski, on how US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.
Baillie Gifford 16th Feb 2026
The world is about to get 'weird'
Baillie Gifford’s Tom Slater, head of US equities, on why avoiding US growth stocks is perilous: AI infrastructure investment, asymmetric returns, and the paradigm shift explained.
Yarak – culture in the age of AI
Baillie Gifford’s Kirsty Gibson, investment manager, explains what happens to great company cultures in the age of AI? Does it become irrelevant – a luxury in a world of automated execu...
Europe: a new growth trajectory powered by reform and investment
For investors willing to take a medium to long term view, the region presents a broadening landscape of investment opportunities, says Capital Group.
Capital Group 13th Feb 2026
Is there still value in European equities?
With pessimism deeply embedded in prices and expectations low, Fidelity’s investment team highlights why the selective upside for Europe is now increasingly compelling.
Fidelity International 13th Feb 2026
How geopolitical shocks are benefiting transition materials investors
With countries increasingly looking to build strategic reserves of important commodities and secure energy independence, Fidelity believes the outlook for many commodity producers looks bright.
Equity income: opportunities in a challenging global market
Fidelity global equity income portfolio manager Tristan Purcell highlights the benefits of a defensive, dividend-based approach in the current environment – and where he sees attractive inves...
Income-ing! A new way to access elevated yields
In a world where the search for stable income is increasingly complex, the newly repurposed Fidelity Global High Income Bond Fund takes a broad, quality focused approach to capturing compelling opp...
Separating AI fears from software fundamentals
Fidelity Global Technology portfolio manager Hyun Ho Sohn believes that, while AI is clearly a transformative technology, market reactions have once again moved faster than underlying fundamentals....
DeepSeek one year on: separating fundamentals from noise
One year on from the launch of DeepSeek, China’s renewed artificial intelligence momentum raises key questions for investors; does it reflect a cyclical surge in enthusiasm, or a deeper struc...
Unique opportunities in global mid- and small-caps
The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.
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