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Partner Zone

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

Partner Zone

Get structural re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation. 

Ninety One 27th Oct 2023

fil_marketupdate VIDEO

Fidelity International | Why make the move into Money Market Funds now?

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this b...

Fidelity International 27th Oct 2023

fil_shortdated VIDEO

Fidelity International | Short but sweet: The case for short dated credit

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 27th Oct 2023

Partner Zone

What’s going on in the US bond market

Many are speculating that interest rates have adjusted upwards on a structural basis. Ninety One Investment Strategist Russell Silbertson takes a different view. 

Ninety One 27th Oct 2023

Partner Zone

The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors. 

Ninety One 27th Oct 2023

Partner Zone

Is cash really king?

It’s not a yes or no question, argues Ninety One’s Jason Borbora-Sheen. 

Ninety One 27th Oct 2023

Partner Zone

The lessons only experience can teach

At an uncertain juncture in markets, this may be a good time to reflect on the hard lessons that only the experience of living through a grinding bear market...

Ninety One 27th Oct 2023

Partner Zone

Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 27th Oct 2023

Analysis & Opinion

The Week: What is the US bond market saying?

US government bond yields keep ticking higher. What are bond markets trying to convey? And should investors be listening?

Adviser-Hub 26th Oct 2023

ninety_natura3a Analysis & Opinion

The growth opportunity that markets are (still) missing

The critical role natural resources business have to play in the energy transition and their significant structural growth potential.

Ninety One 26th Oct 2023

ninety_climate2a-1 Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes: decarbonising industry and agriculture, one microbe at a time.

Ninety One 26th Oct 2023

ninety_decarb5a Analysis & Opinion

Get structural: re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation.  

Ninety One 26th Oct 2023

capital_style3a Analysis & Opinion

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena? 

Capital Group 26th Oct 2023

capit_bond7a Analysis & Opinion

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 – especially in emerging markets.

Capital Group 26th Oct 2023

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