Baillie Gifford | Baillie Gifford Japanese Fund - what the market is missing
Investment manager Matthew Brett and investment specialist Thomas Patchett discuss the Baillie Gifford Japanese Fund and reflect on this year’s performance.
Baillie Gifford 8th Jan 2024
Baillie Gifford | Asia ex Japan - portfolio manager update
Baillie Gifford’s Roddy Snell and Ben Durrant share their current views and portfolio positioning for the Asia ex Japan strategy. They discuss why they believe this continues to be the most a...
Global updates: 2024: the year that rates come down?
Many – but not all – leading equity markets ended 2023 strongly, posting double-digit gains over the calendar year. In the US, the S&P 500 Index rose by 24.2% over 2023.
Adviser-Hub 8th Jan 2024
UK market review: UK ends 2023 with a whimper
Although UK equity markets ended December – and 2023 – in positive territory, their performance compared to most major overseas markets was relatively muted overall.
Market briefings looking back at December
A selection of articles, written by our expert investment writers that cover the markets looking back through December.
Fidelity International | The Investor's Guide to China podcast: Transition materials
Fidelity’s local team explores the critical role of transition materials in developing and deploying clean energy technologies.
Fidelity International 5th Jan 2024
abrdn | Fixed Income Explained: addressing uncertainty
What’s on the other side? Navigate bond markets in 2024 with the elp of abrdn’s podcast.
Aberdeen Investments 5th Jan 2024
Back to the future: lessons from past, insights for tomorrow
Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities.
Capital Group 5th Jan 2024
EMD outlook for 2024: Higher for longer US rates in a bifurcated EM universe
Capital Group outlines the global backdrop that emerging markets (EMs) can expect in 2024.
Outlook 2024
Prepare for changes in the investing climate, says Capital Group.
Fundamentals to be the differentiator
Fundamentals to be the differentiator: Ninety One’s Clyde Rossouw explains why he believes that the market will broaden from its narrow leadership, and stocks delivering consistent earnings a...
Ninety One 4th Jan 2024
Balance sheet strength to prove
The US market extends beyond mega caps – Ninety One’s Paul Vincent delves into three sectors he will have his eye on in 2024.
Survival of the fittest
The UK has been a challenging place to manage long equity money recently, but things can change quickly. Ninety One’s Ben Needham explains why there are opportunities across the market cap sp...
Tight monetary policy to hamper growth
Central banks have raised interest rates in a bid to curb inflation and the consequence is slowing growth. Ninety One’s Iain Cunningham spells out the implications.
It’s time to rethink fixed income
With interest rates set to remain higher for longer, are the same rules that have applied for the past few decades still in play or is a different approach needed?
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