Weak UK outlook calls for nuanced approach
Multi Asset Open portfolio managers Caroline Shaw and Chris Forgan discuss why the weak growth outlook for the UK requires a more nuanced investment approach. They share how they are taking the bes...
Fidelity International 18th Feb 2025
Assessing the impact of US tariffs
What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.
Capital Group 18th Feb 2025
Should investors be nervous about the stock market?
Does the sudden flare-up in volatility signal it’s time for investors to be more cautious? Or can the powerful market rally continue? For Capital Group CIO Martin Romo, the short answer is ye...
Germany’s surprising equity market
Capital Group’s Beth Beckett, Economist, looks past the macro gloom.
Are we seeing a generational shift in the global economy?
Right now, it appears there are several transformational changes happening all at once. Capital Group explores how equity markets are responding.
How DeepSeek might dethrone the dollar
Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.
Ninety One 18th Feb 2025
Discovery: our philosophy
Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.
Baillie Gifford 17th Feb 2025
Unconventional research: profile of an investigative researcher
Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive appr...
Pacific Horizon: opportunities in Asia ex Japan
Roddy Snell reflects on the past year and explores future opportunities of the Baillie Gifford Pacific Horizon Investment Trust.
Aberdeen Investments | Why is now a good time to consider MyFolio Index?
Are you an adviser seeking risk-targeted solutions for your clients? Watch and hear about the MyFolio Index.
Aberdeen Investments 17th Feb 2025
Is it (finally) a small caps world after all?
A look at the what, why, how, and when in the US small-cap space and the outlook for the rest of 2025.
Why is now a good time to consider MyFolio Index?
UK real estate market outlook Q1 2025
Real estate fundamentals are supportive in the UK, and we expect income yields and active management to drive returns. Read more about our UK outlook.
European real estate market outlook Q1 2025
We no longer anticipate any further falls in prime European all-property values. We discuss our outlook for European real estate.
North America real estate market outlook Q1 2025
In the US, we are most positive about the multifamily sector, as excess supply should be absorbed by mid-2025. We highlight the key real estate themes in our US outlook.
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Wed, 22nd, Jul Online Event
Sign up to our Hub News E-Newsletter