Market jitters highlight the need for duration
As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...
Fidelity International 14th Aug 2024
Looking through recent market volatility
As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...
US recession fears rise, but fundamentals remain resilient
Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...
Sustainable investing
At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...
There’s more to active risk than concentration
Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...
Ninety One 13th Aug 2024
Actively navigating EM equities
Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...
Rate cuts provide a tailwind
Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.
Fidelity International 12th Aug 2024
The Week: Is the US really heading for recession?
This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?
Adviser-Hub 8th Aug 2024
Ninety One | Actively navigating EM equities
Ninety One 8th Aug 2024
Fidelity International | Deconstructing active ETFs
What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...
Fidelity International 8th Aug 2024
abrdn Investments | State of Origin: EM elections, trade and inflation
In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.
Aberdeen Investments 8th Aug 2024
US election watch: a November to remember
This November is shaping up to be one to remember. Watch veteran political commentators Matt Miller and Reagan Anderson debate how the revised race is developing, and the lessons investors can lear...
Capital Group 8th Aug 2024
What’s your investment edge?
An excerpt from equity portfolio manager Mark Casey’s unscripted discussion with Capital Group’s CEO Mike Gitlin about his investment approach and lessons learned over a long career in...
Beyond China: exploring Asia's equity landscape
Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.
Market view: Five views on tumbling markets
Five views from Capital Group investment professionals assessing the latest fast-changing market developments.
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