What the market is getting wrong
Macro worries have created a useful entry point into natural resource equities. This part of the stock market is often misunderstood, presenting value opportunities for selective investors. Ninety One 4th Jan 2024
Macro worries have created a useful entry point into natural resource equities. This part of the stock market is often misunderstood, presenting value opportunities for selective investors.
Ninety One 4th Jan 2024
The Week: Tech or no tech in 2024?
Can big tech keep its crown in the year ahead? The recent rally may have started markets down a different path.
Adviser-Hub 3rd Jan 2024
Baillie Gifford | Baillie Gifford Positive Change Fund - Webinar Recording
Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk.
Baillie Gifford 21st Dec 2023
Baillie Gifford Positive Change Fund - Webinar Recording
Making a transition difference bottom-up
Ninety One’s Nazmeera Moola and Thabo Khojane discuss a pioneering solution in South Africa to green the power provided to Ninety One’s offices in Cape Town.
Ninety One 21st Dec 2023
Making an impact
Alpha Sources in impact investment.
The climate challenge is still daunting, but COP28 offered hope
John Green, Chief Commercial Office, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28.
Do central banks risk ‘keeping at it’ for too long?
Throughout history, inflationary periods have been rare. It has therefore been difficult to draw parallels of today’s experience to history.
Why the best stories often don’t make good investments
A handful of global companies have provided outsized returns this year, creating both risks and opportunities.
China: structural and cyclical challenges present opportunities
Ninety One discusses some of the structural and cyclical aspects of China’s economy and why they currently see attractive investment opportunities in the region.
Picture this: what a difference a year makes
Highly diverse valuations across credit markets make for ideal conditions for bottom-up investors as we enter 2024.
A flexible addition to the DC scheme toolkit
Global Total Return credit – a daily dealt multi-asset credit solution.
Joby Aviation: preparing for takeoff
Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...
Baillie Gifford 19th Dec 2023
Baillie Gifford | Joby Aviation: the Uber of the skies
Sustainability: 3 reasons why we need to look beyond decarbonisation
Our focus needs to expand beyond decarbonisation towards the social, environmental and adaptation issues linked to climate change, says Eva Cairns. That’s because regulators are starting to a...
Aberdeen Investments 19th Dec 2023
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