Can the banks deliver for investors in 2024?
Capital Group’s fixed income analysts outline what the changing macroeconomic environment might mean for banks, as well as the key opportunities and risks facing the sector.
Capital Group 14th Feb 2024
Scottish Mortgage on Climeworks carbon removal
In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal in...
Baillie Gifford 14th Feb 2024
How dividend growth signals steady compounding
By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth...
Baillie Gifford 13th Feb 2024
Market view: Are credit spreads pricing in complacency?
abrdn’s Mark Munro sees three potential scenarios for credit markets going forward.
Aberdeen Investments 8th Feb 2024
Market view: Navigating shifting global equity markets
A tight long-term focus on investment in high-quality companies could help investors navigate risk to secure longer term gains, says Walter Scott investment manager Paul Loudon.
BNY Mellon Investment Management 8th Feb 2024
abrdn | MyFolio Sustainable anniversary
Three years on from the launch of MyFolio Sustainable, we’re hearing from advisers that an increasing number of clients are considering investing a portion of their money sustainably. Watch o...
Aberdeen Investments 7th Feb 2024
Medicine for change
Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.
Ninety One 7th Feb 2024
Cash, short-maturity gilts and bonds – time for something different
As some investors start to see their short-duration gilts mature, Ninety One Diversified Income Fund Portfolio Manager Jason Borbora-Sheen discusses what they should think about next.
Picture this: cheap but not entirely cheerful
Loan market valuations look attractive, but beware pockets of weakness.
Global updates: “The clouds are beginning to part”
The International Monetary Fund believes “the clouds are beginning to part” and expects the global economy to achieve a soft landing, underpinned by lower inflation and steady growth. Adviser-Hub 7th Feb 2024
The International Monetary Fund believes “the clouds are beginning to part” and expects the global economy to achieve a soft landing, underpinned by lower inflation and steady growth.
Adviser-Hub 7th Feb 2024
UK market review: Setback for rate-cut hopes
Share prices fell during January as an unexpected uptick in the rate of UK consumer price inflation dampened optimism over the likelihood of interest rate cuts.
Market briefings looking back at January
A selection of articles, written by our expert investment writers that cover the markets looking back through January.
The Week: Not so magnificent?
Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.
Baillie Gifford Managed Fund: 5 burning questions on developed Asia
Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.
Baillie Gifford 6th Feb 2024
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