Fixed Income Perspectives Q4 2023
Fixed Income Perspectives Q4 2023: quarterly macro and market insights from Capital Group’s fixed income team.
Capital Group 8th Nov 2023
Focus on finding idiosyncratic company and sector opportunities
Focus on finding idiosyncratic company and sector opportunities against an uncertain backdrop.
Attractive opportunity to add duration in non-USD rates
An appealing entry point for global rates exposure, given uncertainties around the global macroeconomic backdrop.
How ESG monitoring can enhance sovereign bond investing
Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers.
The acceleration towards a multipolar world
Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China.
Ninety One 8th Nov 2023
Global Insights 2023
2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways.
Agriculture is vast, varied and vital
David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities.
Navigating ‘anti-economics’
Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.
Fidelity International 6th Nov 2023
Hub Themes | Bonds
Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...
Adviser-Hub 3rd Nov 2023
Baillie Gifford | Multi Asset Investment Update
Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothi...
Baillie Gifford 3rd Nov 2023
Multi Asset Investment Update
Fidelity International | Fund in 5: Fidelity Short Dated Corporate Bond Fund
Delve into the Fidelity Short Dated Corporate Bond Fund from five distinct perspectives: asset class, process, differentiator, team, and track record. Fund manager Kris Atkinson guides us through t...
Fidelity International 3rd Nov 2023
The Week: Are investors tiring of big tech?
The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...
Adviser-Hub 2nd Nov 2023
Interest rate update: Central banks on hold
As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow t...
Baillie Gifford | Upfront: Episode Four
Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...
Baillie Gifford 30th Oct 2023
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