The Week: The Spring Statement and the gilt market
The Chancellor appears to have appeased the gilt market with the Spring Statement, but can it last?
Adviser-Hub 27th Mar 2025
US equities sell-off will create opportunities
Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...
Fidelity International 27th Mar 2025
UK: a fertile hunting ground for contrarian investors
The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology...
Podcast: The Investor’s Guide to Asia: Forced to innovate
Negative headlines about geopolitics might suggest Asian companies will struggle to push technological boundaries. Quite the opposite, say Fidelity portfolio manager Tina Tian and technology analys...
Emerging markets' two behemoths: China and India explored
China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...
Emerging markets in a fractured world – panel discussion video #3
In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant e...
Harnessing growth themes in emerging markets – panel discussion video #2
Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean...
Adviser-Hub 26th Mar 2025
Crisis, central banks and a comeback: why gold equities shine today
Investors looking for opportunity in today’s uncertain markets should take a fresh look at gold equities. While the long-term case for gold is well established, immediate market dynamics are...
Ninety One 26th Mar 2025
Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy
Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.
How adversity is inspiring innovation in Brazil
High interest rates and uncertainty have created a challenging backdrop for Brazilian companies. But some businesses are using adversity to catalyse innovation.
Follow the trendlines, not the headlines
Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...
Is it time to look beyond passive investing to enhanced indexation?
Discover a cost-efficient quantitative investment strategy with outperformance potential. Find out more with Aberdeen Investments.
Aberdeen Investments 25th Mar 2025
How to build a real net-zero portfolio
By focusing allocations on financing real-world emissions reduction and using engagement to encourage net-zero alignment, investors can help shift the economy toward a credible decarbonisation path...
Ninety One 25th Mar 2025
Positive Change: Investor Letter Q4 2024
The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.
Baillie Gifford 25th Mar 2025
Japan's Green Transformation Policy: are investors overlooking an opportunity?
aberdeen explains what this US$140 billion programme means for investors.
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