Tariffs: what comes next for stocks, bonds and the dollar?
As investors evaluate their portfolios and asset allocations, a few paradigms will evolve over the next few years. Capital Group’s Jody Jonsson, Jens Søndergaard, Chitrang Purani and T...
Capital Group 13th May 2025
Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess th...
Baillie Gifford | Scottish Mortgage Podcast: How are Horizon Robotics Driving the Autonomous Revolution?
Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is on a mission to creat...
Baillie Gifford 13th May 2025
Scottish Mortgage Podcast: How are Horizon Robotics Driving the Autonomous Revolution?
Capital Group | Fundamentals of investing: embracing simplicity
In an era when too much information arrives at breakneck speed, simplicity has value – one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company,...
Capital Group | Unlocking longevity: the future of health and ageing
Capital Group equity investment analyst Rich Wolf examines how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of ag...
Why the UK market is well-positioned to withstand the US tariff storm
Fidelity’s Alex Wright highlights why the UK market – with its low valuations, strong earnings growth and high dividends – remains an attractive environment for contrarian stock p...
Fidelity International 12th May 2025
Why active ETFs remain a liquid choice
Fidelity’s ETF team examine the factors behind active ETF liquidity and discuss why composition is an important factor to consider.
Scottish Mortgage: Quarterly Data Pack Q1 2025
From Revolut and BYD to NVIDIA and Amazon, find out which companies were bought, sold and reduced over the last 12 months in the Scottish Mortgage Investment Trust portfolio.
Baillie Gifford 12th May 2025
How companies in China and America are responding to the trade shake-up
Fidelity International analysts who cover companies in China and America, the two protagonists in the nascent trade war, share their views.
Balancing resilience and opportunity in the tech sector
As the tech sector grapples with significant challenges and uncertainty weighs on investor sentiment, Fidelity’s Hyun Ho Sohn believes understanding the adaptability of quality businesses is...
Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets
As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.
Capital Group | Tariff impacts on global markets
Capital Group 9th May 2025
Fast fashion: investing for positive change
Baillie Gifford’s Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashion’s environmental impact. Capital at risk.
Baillie Gifford 9th May 2025
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