Baillie Gifford | UK growth: opportunities amid tariff turbulence
Baillie Gifford explores how adaptable firms in growth-driving sectors can prosper over the long term, despite trade restrictions.
Baillie Gifford 28th Apr 2025
Fidelity International | Fidelity Answers: how should investors respond to a changing America?
An opportunity for the euro? Time to buy gold? The opportunities and risks of a period of profound volatility in markets dominate the latest Fidelity Answers podcast.
Fidelity International 28th Apr 2025
Capital Group | How avalanche safety training applies to high-yield debt investing
Capital Group bond manager David Daigle compares high-yield debt investing to avalanche safety training, and shares which investors may benefit from exposure to high-yield bonds.
Capital Group 28th Apr 2025
Capital Group | Patience helps a veteran investor manage through crisis
Veteran Capital Group equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval, drawing parallels between past crisis even...
Capital Group | Autos: an industry disrupted
With the traditional autos sector in the midst of huge disruption, Capital Group fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market.
Globalisation isn’t dead. It’s changing.
Globalisation isn’t dead, says Capital Group’s Steve Watson – it is, however, changing in a significant way.
Treasury market turmoil: How might the Fed react?
Capital Group’s Thomas Reithinger and Doug Kletter assess the factors at play in the Treasuries market.
Five charts that put market volatility in perspective
Capital Group shares five insights that can help investors regain confidence and stay invested for the long haul.
Unravelling the forces behind the recent US Treasury sell-off
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, examines the key drivers behind the recent sell-off of US Treasuries and the impact of US trade policy on yields over the longer ter...
Fidelity International 25th Apr 2025
Making sense of gilt market volatility
Despite market speculation about potential Bank of England intervention, Fidelity fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such mea...
Unfollow the market’s direction of travel
Fidelity explains how equity market neutral strategies can harness the power of volatility.
How China is prepared to safeguard its economic recovery
Entering Q2 2025, China's economy shows signs of recovery amid ongoing US-China trade tensions, with tariffs impacting exports but less reliance on the US market offering some cushioning.
Baillie Gifford | Scottish Mortgage Portfolio Update Q1 2025
Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions.<...
Baillie Gifford 25th Apr 2025
Scottish Mortgage Portfolio Update Q1 2025
Why we see real opportunity for active investors in China now
Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the LSE, portfolio manager Dale Nicholls takes stock of recent events and o...
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