Market briefings looking back at October
A selection of articles, written by our expert investment writers that cover the markets looking back through October.
Adviser-Hub 8th Nov 2024
The Week: bond market wobbles as Trump wins
Longer-dated treasuries signalled nervousness around Trump’s victory.
Adviser-Hub 7th Nov 2024
Market view: Have investors missed the rally in stocks and bonds?
As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.
Capital Group 7th Nov 2024
Beyond the dragon's reach
abrdn examines how to better manage China risks while seeking attractive emerging market equity investments outside the world's second-largest economy.
Aberdeen Investments 7th Nov 2024
Reflections on investing in Indian equities over the past 20 years
Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.
FSSA Investment Managers 7th Nov 2024
Baillie Gifford | Future Stocks: Our best investment ideas in Japan
Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...
Baillie Gifford 7th Nov 2024
Baillie Gifford | Future Stocks: Our best investment ideas in Europe
Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment lands...
Future Stocks: Our best investment ideas in Japan
Future Stocks: Our best investment ideas in Europe
Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment...
The clean energy election
Will the US election result affect investors in US utilities? Baillie Gifford’s Felix Amoako-Kwarteng finds out.
Baillie Gifford 5th Nov 2024
Has Net Zero gone nuclear?
US utilities are breaking ground on Small Modular Reactors in the hunt for carbon-free energy – First Sentier’s Rebecca Sherlock tells us more.
FSSA Investment Managers 5th Nov 2024
The rise of AI and ESG
AI is touching almost every corner of the global economy – Capital Group explores the implications for ESG issues.
Capital Group 5th Nov 2024
MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy
Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.
Ninety One 5th Nov 2024
Why small cap strife means big opportunities in immature companies
Small cap strife: big opportunities - Baillie Gifford explores the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
Baillie Gifford 4th Nov 2024
Why Fidelity believes there is still life in the UK market rally
With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...
Fidelity International 4th Nov 2024
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