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Positive Conversations

Explore the Baillie Gifford’s Positive Change Team’s latest environmental, social and governance (ESG) report and find out why interactions with companies make a difference. Capital at...

Baillie Gifford 24th Feb 2025

nione_tariff200225 Podcast

Ninety One | Talking Tariffs

With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...

Ninety One 20th Feb 2025

nione_deepseek200225 Podcast

Ninety One | How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 20th Feb 2025

fil_research200225 Podcast

Fidelity International | Why research gives you an edge

What do thousands of company meetings tell investors about the state of the world in 2025? Fidelity International’s annual Analyst Survey answers this question and more.

Fidelity International 20th Feb 2025

Article-London-01-smll2024 Analysis & Opinion

The Week: the UK: any catalyst for a revival?

It’s been a big week of data for the UK economy. Does it move the dial on UK equities?

Adviser-Hub 19th Feb 2025

Partner Zone

Enhancing portfolio resilience with diversifying liquid alternatives

The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...

Fidelity International 18th Feb 2025

Partner Zone

Bank of England Blog: disagreement and agreement

Fidelity fixed income portfolio manager Kris Atkinson outlines his latest views on interest rate risk from here and highlights why he still remains long UK duration.

Fidelity International 18th Feb 2025

Partner Zone

Weak UK outlook calls for nuanced approach

Multi Asset Open portfolio managers Caroline Shaw and Chris Forgan discuss why the weak growth outlook for the UK requires a more nuanced investment approach. They share how they are taking the bes...

Fidelity International 18th Feb 2025

cpgrp_asessing180225 Partner Zone

Assessing the impact of US tariffs

What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.

Capital Group 18th Feb 2025

cpgrp_stkmk180225 Partner Zone

Should investors be nervous about the stock market?

Does the sudden flare-up in volatility signal it’s time for investors to be more cautious? Or can the powerful market rally continue? For Capital Group CIO Martin Romo, the short answer is ye...

Capital Group 18th Feb 2025

cpgrp_germany180225 Partner Zone

Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 18th Feb 2025

cpgrp_economy180225 Partner Zone

Are we seeing a generational shift in the global economy?

Right now, it appears there are several transformational changes happening all at once. Capital Group explores how equity markets are responding. 

Capital Group 18th Feb 2025

nione_deepseek200225 Partner Zone

How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 18th Feb 2025

Partner Zone

Discovery: our philosophy

Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.

Baillie Gifford 17th Feb 2025

Partner Zone

Unconventional research: profile of an investigative researcher

Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive appr...

Baillie Gifford 17th Feb 2025

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