The third lever
Monetary, fiscal, migration: Ninety One explores how the US recession was averted in 2022-2023.
Ninety One 7th Jan 2025
Five reasons to allocate to natural resources equities (it’s not just about inflation!)
Ninety One sees five compelling reasons for investors to revisit natural resources equities.
Hub Themes | 2025 Outlook
As we say goodbye to 2024 and head into 2025, Hub Themes – a curated selection of articles from our sponsors – takes a look at some of the key questions, themes and trends that are set...
Adviser-Hub 7th Jan 2025
The enduring case for emerging markets
Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China as well as opportunities in m...
Fidelity International 7th Jan 2025
CIO 2025 Outlook - A divergent shift
Senior members of Fidelity’s investment team explore the key factors driving markets and analyse the implications for the world's major asset classes as we head into 2025.
Fixed income outlook: resilient US provides an anchor
The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond.
Capital Group 7th Jan 2025
2025 Outlook: We have seen this movie before
As we head into 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.
Stock market outlook: AI leads a broadening market
Clear tailwinds are gathering behind equity markets, providing an upbeat outlook for stocks in 2025.
Emerging markets and the transition finance opportunity
Ninety One’s Matt Christ and Karen Shackleton discuss the relevance of emerging markets for the global transition to net zero.
Ninety One 3rd Jan 2025
Stock story: Ecolab
Baillie Gifford’s Impact Director Edward Whitten explains how water management company Ecolab is applying over 100 years of expertise to benefit both its customers and the planet.
Baillie Gifford 3rd Jan 2025
Climate Scenario Analysis: Steering through transition delays
abrdn asks: is it time to reassess your investment strategy amid climate policy delays and clean technology advances?
Aberdeen Investments 3rd Jan 2025
Equity: Unpicking the Trump effect on sustainability in four industries
abrdn explores the impact of Trump policies on sustainability across tech, healthcare, industrials and utilities. What does the future hold?
Baillie Gifford Managed Fund: 30 years of growth
Iain McCombie, co-manager of the Managed Fund, reflects on 30 years at Baillie Gifford, highlighting the firm's adaptability and long-term focus amidst volatile markets.
Interest updates: Fed cuts; Bank of England holds
Having previously implemented cuts in September and November, the Federal Reserve (Fed) cut US interest rates at its December meeting.
Adviser-Hub 19th Dec 2024
The Week: the UK market: don’t worry, be happy
Dividend growth figures for 2024 may be disappointing, but there are still reasons to be cheerful about the UK.
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