Ninety One | Finding value in a changing market
Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...
Ninety One 18th Jul 2024
Lessons from a time traveller
From the Industrial Revolution to today, past mistakes can guide us towards a sustainable future, says Prof Johan Schot. Dive into the concept of Deep Transitions and how this thinking can change s...
Baillie Gifford 18th Jul 2024
Fixed Income Perspectives: macro and market insights
Capital Group’s perspective on how shifting expectations for rate cuts may impact bond yields, plus where to find relative value among bond sectors.
Capital Group 18th Jul 2024
Finding value in a changing market
The Week: UK dividends: buoyant growth
The UK market is a fertile hunting growth for dividend investors, but it could be worth looking beyond the FTSE 100.
Adviser-Hub 17th Jul 2024
Baillie Gifford | Upfront: Episode 7
Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...
Baillie Gifford 17th Jul 2024
Upfront: Episode 7
Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater
Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...
Baillie Gifford 16th Jul 2024
Scottish Mortgage Manager Insights: Tom Slater
The Week: It’s the debt, stupid
Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual.
Adviser-Hub 11th Jul 2024
Baillie Gifford Managed Fund: poised for growth
Interest rates and inflation rise and fall. Can a balanced investment approach perform regardless or did 2022 sound the death knell for this style?
Baillie Gifford 10th Jul 2024
Scottish Mortgage on Starlink: closing the digital divide
Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...
Baillie Gifford 9th Jul 2024
Q3 Investment Outlook: easy does it
Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications. Fidelity International 4th Jul 2024
Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.
Fidelity International 4th Jul 2024
Global updates: Fed holds steady for another month
In a landmark year – notable for the sheer number of elections around the world – share prices in Europe were knocked during June by French President Emmanuel Macron’s surprise an...
Adviser-Hub 3rd Jul 2024
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