Crossing the river: what Fidelity learnt from China’s NPC
While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...
Fidelity International 17th Mar 2025
Ninety One | Beyond the traditional
In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...
Ninety One 17th Mar 2025
What do tariffs mean for bond investors?
Fidelity’s fixed income portfolio managers highlight why they continue to find the best risk-adjusted opportunities in the front end of the sterling credit curve.
Finding value in overlooked Asian companies
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC and the Fidelity Asian Smaller Companies and China Focus Funds, reviews the fundamental backdrop facing investors in Asia.
Unlocking the power of active ETFs
Fidelity outlines how its active ETFs can help investors navigate shifting dynamics by targeting specific market exposures and investment outcomes.
Is the market’s bet on US exceptionalism being tested?
Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...
Ninety One 13th Mar 2025
Changing realities challenge the bet on US exceptionalism
Emerging market equity income – resilience in a volatile world
From AI to the unstoppable energy transition, aberdeen explores the reasons to stay positive about emerging markets in a Trump world.
Aberdeen Investments 13th Mar 2025
The Week: The rise of passive faces a threat from US weakness
The rise of passive faces a threat from US weakness.
Adviser-Hub 13th Mar 2025
Beyond the traditional
In the latest episode of From the Income Desk, Ninety One’s Jason Borbora-Sheen and Darpan Harar join Ellie Clapton to discuss the opportunities that lie beyond traditional fixed income alloc...
Picture this: a tale of two tails in credit markets
Ninety One explains why bank capital is among specialist credit markets that present a smarter choice for investors.
Blurred lines: the EM’ification of DM
A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.
Climate scenarios: so what, and what’s next?
Six themes Baillie Gifford thinks will influence companies’ futures as the world adapts to climate change.
Baillie Gifford 12th Mar 2025
Climate scenarios: preparing for uncertainty
Baillie Gifford explains how scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.
Five issues for sustainability investors in 2025
Aberdeen Investments assesses how political and economic turbulence will affect sustainable investing.
Aberdeen Investments 12th Mar 2025
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